GOW Recruitment is partnering with a growing financial services business to appoint an experienced Investment Operations Manager to take ownership of its day-to-day operational function and help build a more scalable, effective and resilient operating model.
This is a hands-on role for someone who enjoys getting into the detail, solving problems and taking ownership from start to finish.
You'll work closely with senior leadership and teams across the business, with the opportunity to make a tangible impact on how operations are delivered.
What you'll be doing
Own the reliable delivery of core operational processes, providing oversight, quality control and hands‐on support when required
Perform four‐eyes checking and investigate exceptions, anomalies and operational issues
Identify root causes, assess options and recommend solutions rather than simply escalating problems
Monitor operational performance, risks, service issues and control weaknesses
Own and improve operational processes, controls, documentation and service standards
Manage recurring investment and business operations reporting, ensuring information is accurate and delivered on time
Use Excel, automation,



AI and business intelligence tools to improve reporting, analysis and operational efficiency
Keep projects and operational initiatives moving by proactively following up stakeholders and resolving blockers
What we're looking for
Experience in operations, investment operations, business operations or a similar environment
Ideally experience within investment management, wealth management, funds management or superannuation
Strong operational judgement with a natural instinct for checking, reconciling and validating information
Strong ownership and follow‐through, with the ability to see issues through to resolution
Advanced Excel skills and confidence working with complex data and reconciliations
Excellent organisation skills and the ability to manage multiple priorities and deadlines
Strong stakeholder management and communication skills
A practical, hands‐on approach and willingness to get involved wherever the business needs support
Experience with portfolio performance reporting, Power BI, Sharesight or similar tools would be advantageous
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📌 Investment Operations Manager (Sydney)
🏢 GOW Recruitment
📍 Sydney