About Us:

At Evolution Trustees, we’re a rapidly growing corporate trustee offering a wide range of fiduciary services to major domestic and international institutions, including pension funds, asset managers, insurance companies, banks, and property investment firms. We partner with leading lawyers, fund administrators, and advisors to deliver solutions and manage complex transactions for various fund structures. Our focus is on achieving positive, long-term outcomes for investors while delivering exceptional service.

As a team, we embrace innovation and continually strive to improve. We are looking for an Operations Analyst to join us and help support our operations as we continue to expand. If you're motivated to work in a collaborative, quick-paced environment and want to be part of an evolving team, this is an exciting opportunity for you.

What We Do:

We provide fiduciary services to a diverse client base, including:

- International investors in significant Australian property transactions.

- Fund and asset managers both locally and internationally.

- Registered schemes with large numbers of individual unitholders.

- Wholesale schemes, including private equity, traded investments, and property trusts.

- Smaller bespoke matters requiring tailored solutions.

Role Overview:

As an Operations Analyst, you will support the Operations team in managing and overseeing various aspects of fund operations, from establishment to large-scale transactional work. You’ll collaborate with multiple teams and clients, applying your problem-solving and analytical skills to improve processes, ensure compliance, and deliver high-quality results. This role offers the opportunity to grow professionally within an environment that values innovation, efficiency, and customer service.

Key Responsibilities:

- Fund Establishment:



Assist in preparing documentation and supporting the fund establishment process in line with company procedures.

- Client & Service Provider Collaboration: Work with fund administrators, auditors, tax advisors, and legal advisors to ensure smooth operations and compliance across all services.

- Financial & Tax Reviews: Review financial statements and tax reports, providing input to ensure they meet all regulatory and client requirements.

- Transactional Support: Assist with large-scale transactions (e.g., refinances, corporate activity, acquisitions) while maintaining strong relationships with clients and ensuring smooth execution.

- Risk Management & Compliance: Monitor and report on risk, ensuring compliance tasks are completed on time and in line with regulatory standards.

- Operational Advice: Provide operational insights to clients, investment managers, and advisers to ensure efficient processes during the fund establishment phase.

- Client Engagement: Participate in client meetings, strengthening relationships and identifying opportunities for further business development.

- Continuous Improvement: Contribute to the ongoing enhancement of operational processes, ensuring we maintain a high standard of service delivery.

Requirements

Who We’re Looking For:

We’re seeking an individual with 1-3 years of experience in financial, professional or corporate services. A keen interest in fund management and the investment sector is essential. If you're proactive, detail-oriented,



and enjoy working in a collaborative environment, you will excel in this role.

Key Skills & Qualifications:

- Communication: Strong verbal and written communication skills with the ability to build relationships and work across teams.

- Analytical Ability: A problem-solving mindset with attention to detail and the ability to manage multiple tasks efficiently.

- Client-Focused: Ability to manage client expectations and deliver effective solutions.

- Risk & Compliance: An understanding of risk management and the ability to navigate complex situations.

- Tech-Savvy: Comfortable with using technology and keen to improve operational efficiency.

Benefits

Why Evolution Trustees?

- Growth opportunities: As a growing organisation, we offer numerous opportunities for career development and professional advancement.

- Collaborative Environment: Work alongside a team of professionals in a supportive, collaborative atmosphere where your contributions make a real difference.

- Attractive Benefits:

o Personal learning and development budget to foster your growth.

o Volunteering days to give back to your community.

o Regular team events, such as drinks and lunches.

o Health and wellbeing cash supplement to support your physical and mental health.

o A well-stocked pantry and daily breakfast to keep you energized.

o Employer-funded mobile phone for work convenience.

o Partner flights for interstate travel.

Ready to Join Us?

If you’re looking for a rewarding opportunity in a growing company where your contributions will directly impact the business, Evolution Trustees offers a dynamic and supportive environment. Apply now to become part of a forward-thinking team that values collaboration, innovation, and client-focused service.

📌 Operations Analyst (Melbourne)
🏢 Evolution Trustees
📍 Melbourne