At a Glance
- Tasks: Design and implement automation tools to boost team productivity and streamline operations.
- Company: Award-winning Australian investment manager with a supportive and collaborative culture.
- Benefits: Gain hands-on experience in investment operations and automation, with opportunities for growth.
- Other info: Join a dynamic team in Melbourne or Sydney with excellent career development opportunities.
- Why this job: Make a real impact by enhancing processes and working with cutting-edge technology.
- Qualifications: Experience in automation tools and investment operations; strong analytical skills required.
The predicted salary is between 81000 - 99000 $ per year.
- Investment Operations / Process Improvement Analyst
- The Company
My client is an award-winning Australian investment manager who offer a broad range of investment strategies to meet the needs of a diverse investor base.
They have offices in Melbourne and Sydney and a team which genuinely enjoys working with each other and who are collaborative and supportive in their approach.
They currently seek a junior level candidate to fill a unique role in the business. 80% of the role will involve designing and implementing automation tools which enhances team productivity with the remaining 20% spent on middle office BAU tasks.
The Role
- Data, Automation & Tool Development
- Design, build and integrate automation tools that streamline Middle Office processes including reconciliation, reporting and data validation.
- Extract, transform and connect data across internal systems and administrator reporting to support automation and analysis.
- Contribute to the design, build and implementation of an in-house database, including data preparation and loading, extraction and reporting.
- Investment Operations and Middle office
- Assist with daily operational tasks including: Cash and security reconciliations, Corporate actions processing and trade monitoring and settlement.
- Maintain accurate portfolio data within IRESS IPS and other internal systems.
- Assist with monitoring portfolio compliance mandates within the portfolio management system.
- Reporting & Data Support
- Assist with preparing client reports including monthly and quarterly reporting.
- Extract and prepare portfolio and performance data from internal systems.
- Support internal reporting requirements for the investment and client services teams.
- The Candidate
- Demonstrated ability to build and integrate tools that automate manual processes, using any mainstream toolset (e. g. SQL, Python, Java, Java Script, VBA, Power Automate).
- Experience in designing and building a database, preparing and loading data, writing SQL queries and reporting through tools such as Power BI.
- 1+ years’ experience in investment operations, investment administration or a middle office role.
- Exceptional attention to detail and strong organisational capabilities.
- Strong analytical and problem-solving skills, with a naturally inquisitive mindset.
- #J-18808-Ljbffr
Investment Operations / Process Improvement Analyst in Melbourne employer: Kaizen Recruitment
As a leading investment manager in the Australian real estate market, we pride ourselves on fostering a dynamic and inclusive work culture that values collaboration and innovation. Our employees benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that encourages growth and advancement. Joining our Funds Management team as a Senior Funds Analyst means being part of a forward-thinking organisation where your insights directly influence capital management and investment strategies.
