Job Description
Are you ready to play a pivotal role in overseeing varying aspects of investment operations and being involved in strategic projects? Join our energetic team in Sydney as a 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 improvement across our operations,
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Execute new investment strategies and support all related processes, including subscriptions, capital raises, and corporate actions.
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Oversee portfolio reconciliation, ensure accurate capital event reflection, and manage performance models.
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Maintain investment databases, conduct data analysis, and assist with management reports.
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Identify and implement process enhancements to improve efficiency and reduce risk.
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Provide support for client and adviser inquiries, account setups, and other operational needs.
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What you will bring...
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Bachelor's degree in Accounting, Finance, Data Analytics, Mathematics, or related field.
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Between 1-3 years of experience in wealth, asset management or similar investment operations role (Desirable).
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Strong understanding of various investment products.
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Willingness to learn.
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Excellent analytical skills and attention to detail.
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Ability to thrive in a fast-paced environment and work both independently and collaboratively.
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Proficiency in Microsoft Suite and other technology tools.
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Koda is a place for people who want to make a meaningful impact on clients, on each other and on the community. We bring together ambitious self-starters who thrive with autonomy, work collaboratively and take pride in shared ownership.
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At Koda, you are trusted, supported and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.
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Thanks to our culture of shared ownership and responsibility, we continue to attract Australia's most experienced private wealth professionals. This is a dynamic, supportive workplace where you can thrive alongside a team with a collective depth of expertise and commitment to excellence.
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Join us and be part of a team that values your contributions and supports you and your growth.
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And there's more....
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Sydney CBD location
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A learning and development plan tailored for your career ambitions and pathway
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Generous leave provisions
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Annual Koda day
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Inclusive (and fun!) social events and activities
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An opportunity to earn into equity, and participate in the future success of the firm as a business owner
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Monthly mobile phone allowance
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Two paid volunteer days to give back to your community
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Opportunities to participate in Koda's Allies Program and Koda's Endowment which enables Koda team members to connect with and support the communities around us
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And lots of elephants.......we can explain at your interview
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#J-*****-Ljbffr

📌 Junior Investment Operations Analyst (New South Wales)
🏢 Koda Capital
📍 New South Wales