Our long-standing client is seeking an experienced Investment Operations Senior Associate to join their Brisbane CBD team.
This role sits within a specialised investment operations function supporting a diverse range of investment strategies, with a particular focus on equities and fixed income markets.
Working closely with internal stakeholders, custodians and external service providers, you will play a key role in ensuring the accurate and timely execution of operational activities, maintaining robust controls and delivering exceptional service standards.
This is an excellent opportunity for an experienced investment operations professional looking to take on broader responsibilities and act as a senior member of a high-performing team.
Key Responsibilities include:
Support the accurate execution of investment operations activities across equities and fixed income portfolios
Manage post-trade processes including settlements, trade processing and exception management
Perform cash, holdings and position reconciliations, investigating and resolving breaks in a timely manner
Support unit pricing oversight and daily operational control processes
Monitor and manage cash movements, liquidity requirements and payment approvals
Coordinate corporate actions, income events and related investment administration activities
Liaise with custodians, brokers, administrators and other counterparties to resolve operational matters
Contribute to regulatory, client and management reporting requirements




Ensure adherence to governance frameworks, compliance obligations and internal controls
Identify and implement process improvements that enhance efficiency and reduce operational risk
About You
3+ years' experience within investment operations, middle office, custody, stockbroking, fund administration or funds management
Strong knowledge of equities and fixed income operational processes
Experience across reconciliations, settlements, corporate actions, cash management and investment administration activities
Exposure to unit pricing, operational controls and regulatory reporting environments will be highly regarded
Experience reviewing work, approving transactions or providing operational oversight is advantageous
Advanced Excel skills and experience working with large, complex datasets in a high-volume environment
Strong attention to detail and a proactive approach to problem-solving
Excellent communication and stakeholder management skills
About the Company
Our client is a leading investment services organisation supporting the efficient administration and execution of investment activities across a diverse range of asset classes and investment strategies.
With a robust reputation, collaborative culture and commitment to operational excellence, they provide employees with genuine career development opportunities and exposure to a sophisticated investment environment.
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📌 Investment Operations Senior Associate (Queensland)
🏢 Perigon Group
📍 Queensland