Senior Associate - Operations and Vendor Management

About The CompanyOur client is a highly regarded investment management firm operating across Australia, known for its active investment philosophy, strong alignment with clients through employee ownership and co-investment, and focus on delivering long-term investment outcomes. The business’s FUM has doubled in size over the past four years, alongside a significant increase in headcount.

This role is responsible for delivering robust operational results, ensuring robust oversight of key service providers, and supporting a scalable and resilient operating model.

Key Responsibilities:

- Oversee the day-to-day running of investment operations across a broad range of middle office and vendor-related activities;
- Manage trade lifecycle processes, resolving exceptions, and ensuring accurate and timely settlement across Equities, Bonds, Exchange Traded Derivatives, FX, and OTC instruments;
- Work across fund launches, client onboarding activities, operational change initiatives, and transition projects;
- Liaise closely with custodians, administrators, trustees, brokers, counterparties, and external service providers to maintain strong operational delivery;
- Support corporate actions, capital events, rights issues,



and other time-critical operational activities with a strong focus on accuracy and attention to detail;
- Maintain operational procedures, controls, and documentation to support a robust governance and risk framework;
- Identify and implement opportunities to streamline workflows, strengthen controls, and improve operational efficiency across the function.

Knowledge and Experience:

- 5+ years of experience in investment operations, fund operations or middle office within funds management, custody, fund administration or a related financial services environment;
- Proven experience supporting operational processes such as settlements, trade support and reconciliations;
- Exposure to working with third-party providers including custodians, administrators, trustees, brokers, counterparties and data vendors;
- Solid understanding of operational controls, governance frameworks, and risk management practices;
- Exceptional attention to detail with a strong ability to produce accurate work under tight deadlines;
- Proficient in using systems, with confidence navigating various operational and investment platforms;
- Strong communication skills, with the ability to build and maintain effective relationships with both internal teams and external stakeholders;

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📌 Senior Associate - Operations and Vendor Management (New South Wales)
🏢 Kaizen Recruitment
📍 New South Wales