Valuation Oversight

3 days ago

Sydney, New South Wales, Australia Australian Retirement Trust Full time

Be part of an inclusive and high-performing team
- Enjoy a rewarding career move with opportunities for development
- Make a difference with a fund that puts members first

**About us**

When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members.

Australian Retirement Trust is the super fund formed through the merger of Sunsuper and QSuper. As one of Australia's largest superannuation funds, we proudly take care of over $200 billion in retirement savings. Our teams are as diverse and unique as the members we strive to inspire and empower. Our inclusive culture means you will be valued and heard in a respectful workplace, where you can be your authentic self every day.

**About the role**

To support our success we are looking for a Valuation Oversight & Compliance Specialist to join the Investment Operations & Performance team based in **Brisbane** or **Sydney**.

Reporting to the Manager, Valuation Oversight and Compliance, you will manage the day-to-day activities involved in monitoring the Australian Retirement Trust's Investment Compliance functions and mandate compliance. You will provide oversight to the valuation of unlisted assets, ensuring that valuations are updated as required in unit prices and with the custodian.

As you develop you will become the operational contact in the investment compliance area ensuring applicable policies are followed and reported on as needed. You will also focus on the valuation process where you will liaise with internal and external teams and parties to gather and monitor required information and data sets. You will assist in the build out of the team and function through increasing efficiencies, use of technology and harmonising policies and procedures as needed.

This role is available as a **permanent** opportunity.

We are **flexible** with location provide you can attend **Brisbane** or **Sydney** office at least once a week.

**About you**

If this is the right role for you, your skills and qualifications will include:

- Strong knowledge of investment structures, specifically unlisted assets and valuation methodologies and principles in relation to their usage within portfolio management.
- Thorough understanding of the role of a custodian and 3rd party investment administration providers.
- Knowledge and understanding of risk management frameworks and practices in a medium sized corporate environment which is regulated by APRA or ASIC (or international equivalent).
- A relevant qualification in finance, mathematics, business, commerce or economics and ideally be working towards post graduate qualifications.
- Significant experience in investment operations, investment management or fund accounting roles.

**How you'll benefit**

As part of the Australian Retirement Trust team, you'll have access to development programs that help you focus on solutions-based outcomes, and innovative ways to support our members. We provide a dynamic and rewarding work environment featuring:

- Competitive salary, bonus, and super offerings
- Flexible work arrangements
- Generous parental leave entitlements
- A focus on learning and development, including study assistance
- Volunteer and community service leave
- LGBTQI + and disability employee networks
- Wellbeing initiatives including Employee Assistance Program and discounted health insurance
- An additional leave day each year on top of annual leave.

**Next steps

  • Financial Valuation Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $125,000 - $145,000

    Valuation Oversight Role OverviewWe are seeking a highly skilled specialist to join our Investment Operations team based in Sydney. The successful candidate will be responsible for monitoring and managing the day-to-day activities involved in investment compliance functions.This role requires a deep understanding of investment structures, specifically...

  • Senior Valuation Leader

    1 week ago

    Sydney, New South Wales, Australia beBeeValuation Full time

    Senior Valuation Leader - NSW & ACTThis is an exceptional opportunity to join a global organisation as a senior valuation leader in NSW and ACT. As a key member of the national valuations team, you will be responsible for leading and growing our Sydney-based team while undertaking valuations across NSW, interstate, and internationally for various...

  • Property Valuation Specialist

    7 days ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    Institutional Banking and Markets (IB&M) is responsible for managing the Group's relationships with major corporate and government customers and institutional investors, and provides a full range of capital raising, transactional, and risk management products and services. Our purpose is to build Australia's future economy. IB&M also performs an important...

  • Bank Loans Transaction Specialist

    7 days ago

    Sydney, New South Wales, Australia beBeeValuation Full time $100,000 - $135,000

    Asset Management SpecialistThe Asset Management Specialist is responsible for ensuring the accuracy of financial transactions, specifically Bank Loans, in the accounting system. This role involves capturing, reconciling and valuing these transactions correctly, as well as providing professional support to internal and external stakeholders.Key...

  • State Leader

    1 week ago

    Sydney, New South Wales, Australia Marsh Full time

    **Valuation State Leader - NSW & ACT**- Opportunity to join global fortune 500 company in a senior valuations role- Strong pipeline of contracted valuations with no reliance on mortgage valuations or bank- Supportive and collaborative national culture- Variety in work with valuations across numerous types of assets**What can you expect?**With a strong focus...

  • Senior Property Finance Specialist

    7 days ago

    Sydney, New South Wales, Australia beBeeProperty Full time $120,000 - $140,000

    As a property expert with valuation, development management, or quantity surveying experience, you will play a key role in our finance team.This position sits within the Global Institutional Banking Coverage team, where you will lead banking relationship management and provide transaction banking, risk management, and capital solutions to our customers.We...

  • Financial Services Accountant

    7 days ago

    Sydney, New South Wales, Australia beBeeAccounting Full time $160,000 - $200,000

    Accounting Manager RoleThis is a key position in our financial services team. We are seeking an exceptional Accounting Manager who can oversee daily accounting activity, manage expenses and investments, and maintain accurate portfolio data.Key Responsibilities:Manage cash flow, transactions, and deliverablesPrepare forecasts, variance analyses, and maintain...

  • Asset Reconciliation Specialist

    7 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $155,000

    As a Complex Assets Associate, you will be responsible for ensuring the accurate capture, reconciliation and valuation of Bank Loans and OTC trades in our accounting system.This includes capturing related trade cash flows accurately and reconciling them with the accounting system.We are seeking an experienced professional to join our team as a Complex Assets...

  • Corporate Finance Career Advancement Opportunity

    2 weeks ago

    Sydney, New South Wales, Australia beBeeProfessional Full time $140,000 - $190,000

    Corporate Finance Professional OpportunityWe are seeking a seasoned Corporate Finance professional to join our team and collaborate with our Partners in driving business growth. As a key member of our Corporate Advisory team, you will oversee workflow management and provide support and development opportunities for your colleagues.Key...

  • Chief Financial Planning Strategist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $200,000

    Financial Planning Role OverviewThe role of the Financial Planning & Analysis Manager is to provide strategic support for financial analysis and reporting requirements.This position will be responsible for building robust models to support operational projects and have oversight on forecasting teams.Duties include, but are not limited to:Providing...