Fund Operations Specialist

Who we are

Raiz Invest is a leading fintech transforming how Australians think about investing and financial wellbeing. We provide innovative, accessible tools that make it simple for people to start, grow, and manage their investments. Our objective is to empower individuals with smart financial solutions and insights so they can confidently achieve their goals today and build security for the future.

What you'll do

The Fund Operations Specialist is responsible for safeguarding the accuracy, integrity, and efficiency of Raiz Invests financial and operational processes, which includes fund operations, reconciliations, compliance, and internal reporting. This role underpins the reliability of our investment platform, providing timely and reliable financial insights that are essential for strategic decision-making across the business. Each day, you'll be contributing to a mission that empowers Australians to take control of their financial future, knowing the solution we provide is seamless, secure, and trustworthy.

What you'll bring

Here's what will help you succeed in this role:

• Experience working in finance, operations, or economics within financial services, fintech, or a related sector.
• Working knowledge of compliance obligations and fraud monitoring in a regulated environment.
• Familiarity with financial systems and data analysis tools.
• Demonstrated exposure to reconciliations, reporting and audit support.
• Experience supporting the delivery of change by testing and implementing new systems or workflows.
• Awareness of investment or property fund processes including management or acquisitions (an advantage).
• Understanding of how to translate financial and operational insights into clear recommendations for action
• Tertiary qualifications in business, finance, economics or related field (preferred).

To be eligible for this role, you must be an Australian citizen, hold permanent residency, or have a visa that permits you to work in Australia. Successful candidates will undergo standard background checks.

How you'll contribute

• Perform daily fund operations duties such as cash reconciliation, trading activities and share reconciliations.
• Investigate and resolve bank claims relating to fraudulent or disputed transactions.
• Oversee aspects of property fund management, including coordinating maintenance and insurance, managing valuations and property records, liaising with property managers and assisting with acquisition in line with investment criteria.
• Streamline and improve processes to drive efficiency, reduce manual effort, and mitigate risk.
• Support the delivery of change by actively testing, implementing, and embedding new systems or workflows
• Put the customer at the centre, balancing accuracy with empathy to deliver a seamless experience.
• Take ownership for delivering quality outcomes by acting with integrity, reliability, and commitment to Raiz's standards and values.
• Contribute to a collaborative cross-functional environment where knowledge is shared, colleagues are supported, and customer experience standards are consistently high.

Key challenges

• Navigating the complexity of financial operations and balancing competing priorities between operational tasks, compliance requirements, and project deliverables while ensuring absolute accuracy under time pressure.
• Adapting quickly to the fast-paced nature of fintech innovation, significant regulatory changes, and evolving customer expectations.
• Partnering with colleagues across operations, finance, compliance and others to ensure aligned priorities and smooth, efficient delivery of outcomes

Life at Raiz

At Raiz, we're not just building a fintech platform - we're creating tools that empower everyday Australians to take control of their financial future. Joining our team means being part of a mission-led, innovative, and fast-growing company where your work has real impact.

As part of the Raiz team, you'll enjoy:

• Purposeful work: a chance to shape the social presence of a leading fintech company and contribute to a product that helps Australians save, invest, and grow their wealth.

• Competitive pay: receive a competitive salary and incentive program that recognises your contribution and success.

• Growth and learning: opportunities to develop your skills in a dynamic fintech environment where innovation and experimentation are part of everyday life.

• Social connection: enjoy regular team-building events, social activities, and celebrations that keep our culture vibrant and connected.

• Collaboration and support: work alongside passionate, driven people who share knowledge generously and celebrate shared success.

• Impact and ownership: you'll see the results of your work directly in the experiences and confidence of our customers.

Joining the team

We like to keep things simple, transparent, and human. Here's what you can expect when you apply:

1. Apply Online – submit your application via the listed platform (or our careers page), including a cover letter detailing the capability and qualities you'll bring to our team, and why this role excites you.
2. Initial Review – our team will review your application carefully against the role requirements and reach out if you're shortlisted.
3. Interviews – you'll meet a few members of our team (virtually or in person) to explore your experience, values, and fit with Raiz.
4. Checks and References – we'll complete standard employment and background checks relevant to financial services.
5. Offer and Onboarding – if it's a match, we'll welcome you to Raiz and support you through a smooth, friendly onboarding process.

Our commitment

At Raiz, we are committed to building a diverse and inclusive workplace where everyone feels valued and respected. We actively encourage applications from Aboriginal and Torres Strait Islander peoples, people with disability, culturally diverse communities, and those who identify as LGBTQI+.

We value every application and recognise the time and effort taken to connect with us - our goal is to ensure the experience is respectful and professional for every applicant.