Who we are looking for State Street Investment Management (“State Street IM”) is seeking a Head of APAC Operations, Managing Director. This senior leader will oversee APAC Operations within the COO organization, including client implementation, shareholder services, client reporting, performance valuation, fund accounting, and more. This role requires close collaboration with regional business...
Our client, a prestigious investment firm headquartered in Australia's CBD, is seeking a skilled analyst to enhance their risk and compliance operations. Investment Operations Analyst In this role, you'll play a crucial part in supporting the day-to-day functions of the investment team, ensuring trade settlements, portfolio reconciliations, and compliance monitoring are carried out smoothly....
This range is provided by weave. Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. A$140,000.00/yr - A$160,000.00/yr Investment Operations Leadership Opportunity | Melbourne I’m working exclusively with a leading alternative investment manager to appoint a senior investment operations professional to lead their operational...
Overview Join a high conviction global equity fund who are expanding their operations team. Company Overview A rare opportunity as a result of growth. Our privately owned boutique fund manager client has a 20 year track record, excellent performance and strong growth in assets with AUM over $2.5 billion. With offices in Melbourne and Sydney and the investment and operations functions in...
A leading investment management firm in Sydney seeks an Investment Operations Manager to oversee daily operations and improve processes through automation. The role involves team leadership, compliance oversight, and driving strategic projects. Ideal candidates should have a degree in Finance or related fields, along with 5-10 years of experience in investment operations. This position offers a...
A leading financial services provider in Melbourne is seeking an experienced Investment Analyst – Operational Due Diligence to enhance the operational integrity of investment managers. The role involves conducting operational assessments and preparing reports, ensuring compliance with regulatory requirements. Candidates should have 3-5+ years in investment due diligence and a strong understanding...
A financial services firm in Sydney is looking for an Investment Operations Analyst to oversee key investment processes and support operational enhancements. The ideal candidate has a Bachelor's degree in a relevant field and at least 3 years of experience in investment operations. Responsibilities include executing new strategies, managing data analysis, and ensuring accurate portfolio...
Job Description J.P. Morgan Securities Services provide Institutional investors access to markets worldwide for the settlement, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange and Liquidity Solutions. This product suite, along with our Markets business, helps us service our core client segments: Asset Managers, Asset Owners, Insurance / GSEs,...
Sydney Asset Management Permanent The Operations Manager role sits within the Operations department and reports into the Head of Operations. The team is responsible for all operational aspects of the business including Registry, payment calculation and processing, distribution calcs, client onboarding. The Operations Manager will be responsible for overseeing and optimising the operational...
About the Role This role suits a seasoned middle-office professional with experience in asset management, hedge funds, or securities services, who can operate both hands-on and at a leadership level. Responsibilities People Management - Lead, mentor, and develop a middle-office team, fostering accountability and continuous improvement. - Manage workloads, resources, and act as the key...
About Us We are an award winning, national $16B public offer industry fund focused on the education and community sectors. Working for NGS Super means being part of something bigger and working to make a difference to our members and their financial future. Our people are key to our success, and as we expand, we’re committed to finding and retaining the right talent to take on the journey. As...
A prominent financial services company in Australia is seeking a candidate to manage client fee billing, expense processing, and compliance reporting. The role requires a Bachelor’s degree in Finance or related fields, along with skills in Excel and experience in investment operations. The successful applicant will work in a hybrid environment, balancing in-office and remote work. Opportunities...
Key Responsibilities - Generate monthly/quarterly client fee billing for Morningstar’s funds and separately managed accounts, including revenue accrual and fee collection. - Calculate and process accruals for running expenses accurately and on time and prepare monthly revenue and fees/expenses recovery schedules. - Prepare RG97 fees and costs disclosure reports in line with regulatory...
Who we are looking for State Street Investment Management (State Street IM) is seeking a Head of APAC Operations, Managing Director. This senior leader will oversee APAC Operations within the COO organization, including client implementation, shareholder services, client reporting, performance valuation, fund accounting, and more. This role requires close collaboration with regional business...
A leading institutional investment organisation in Melbourne is looking for a Manager, Implementation to oversee complex investment transactions across multiple asset classes. This pivotal role ensures operational precision and effective risk mitigation while fostering collaboration with senior leaders and various teams. Candidates should have over 10 years of Investment Operations experience and...
A leading investment firm in Sydney is seeking an Investment Operations Analyst to join their team. The ideal candidate will have 1-2 years of experience in investment operations, offering a unique opportunity to work closely with senior stakeholders and gain exposure to risk, compliance, and investment operations. Key responsibilities include cash reconciliations, support for trade settlements,...
Investment Operations Manager Location: Sydney Reports to: Investment Operations, Senior Manager Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win. At Morningstar, your contributions have meaning and...
Overview Are you ready to play a pivotal role in overseeing varying aspects of investment operations and being involved in strategic projects? Join our dynamic team in Sydney as an Investment Operations Analyst. In this role, you'll act as a vital link between the Investment Strategy Group (ISG) and the Operations team, providing comprehensive support and identifying opportunities for...
Our client, a leading top-tier Australian investment company based in the CBD, is seeking an Investment Operations Analyst to join their growing team. This role offers an excellent opportunity to gain exposure across risk, compliance, and investment operations while working closely with senior stakeholders. The successful candidate will play a key role in ensuring smooth operational processes,...
Company Overview Join a leading institutional investment organisation focused on delivering long-term value for Australians. Work in a collaborative, innovative environment with access to global expertise and cutting-edge strategies. Role Overview As Manager, Implementation, you’ll partner with senior leaders to execute complex investment transactions across multiple asset classes. This role...