At a Glance
- Tasks: Support the Investment Operations team and ensure compliance with investment standards.
- Company: Join a positive and collaborative investment firm focused on growth.
- Benefits: Flexible work culture, ongoing learning, and career development opportunities.
- Other info: Dynamic environment with mentoring and professional growth potential.
- Why this job: Make a real impact in investment operations while developing your skills.
- Qualifications: Experience in investment operations and strong ownership of processes.
The predicted salary is between 72000 - 88000 $ per year.
- Investment Operations Specialist - Investment Control
- Investment Operations Specialist - Investment Control
- Position Objective
The role will play a critical role in supporting the Investment Operations team.
This role is intended to add knowledge and experience of Investment operations and be a support across the core Investment Operations activities.
Key Responsibilities
- Monitor custodian and third-party investment manager service delivery to ensure positive outcomes and adherence to service standards.
- Investigation, management and reporting of mandate compliance breaches using information provided by the custodian and external investment managers.
- Proactively monitor and identify risks associated with compliance of the fund's asset allocation.
- Generation and analysis of complex reporting material to support senior level decision making.
- Preparation of reports on mandate compliance, securities lending and counterparty exposure to the Management Investment Committee and Board
- Own end to end delivery of defined Investment Operations activities
- Act as a senior point of execution and judgement in matter relating to Investment Operations.
You will join a positive, collaborative and flexible culture with access to interesting work, ongoing learning, professional development, mentoring and career-development opportunities.
- Knowledge/Skills/Experience
- Significant experience in investment or fund operations, ideally in superannuation, investment management, custody, or platform businesses
- Proven ability to take ownership for operational processes
- Adaptable mindset with excellent influencing skills
- #J-18808-Ljbffr
Investment Operations Specialist in Sydney employer: Lawson Delaney
At Lawson Delaney, we pride ourselves on being an excellent employer that fosters a collaborative and supportive work culture. Our hybrid advisory manager role not only allows you to lead and mentor junior staff but also offers ample opportunities for professional growth within a dynamic team. Located in Australia, we provide a unique environment where you can build meaningful relationships with clients in the property and construction sectors while enjoying a balanced work-life experience.
