We are seeking an experienced Head/Senior Manager - Investment Operations to play a key leadership role within the investment operations function of a growing financial services organisation.
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Global Asset Manager
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Description
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- Lead, develop and support a team of investment operations professionals.
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- Manage day-to-day priorities and ensure responsibilities are clearly understood across the team.
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- Provide coaching, technical guidance and ongoing development.
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- Promote a collaborative, accountable and high-performing team environment.
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- Act as a senior escalation point for complex operational matters.
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Investment Operations
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- Oversee the day-to-day operational processes supporting the organisation's investment activities.
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- Ensure investment transactions, cash movements, reconciliations and other operational activities are completed accurately and efficiently.
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- Maintain appropriate oversight of investment and portfolio data.
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- Work closely with investment teams to investigate and resolve operational issues.
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- Ensure operational processes continue to meet the requirements of the investment function.
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Operational Controls & Governance
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- Maintain a strong control environment across investment operations.
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- Identify operational risks and ensure appropriate controls and procedures are maintained.
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- Support audit, regulatory and governance requirements.
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- Maintain policies, procedures and operational documentation.
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- Ensure operational incidents and exceptions are appropriately investigated, escalated and resolved.
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External Service Providers
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- Manage day-to-day relationships with custodians, administrators and other external service providers.
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- Monitor service delivery and performance against agreed expectations.
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- Coordinate the resolution of operational issues with external partners.
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- Identify opportunities to improve service delivery and operational efficiency.
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Profile
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Candidates will typically have 10+ years of experience within investment management or financial services, with demonstrated leadership experience across investment operations or a related function.
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Experience within an asset manager, superannuation fund, private markets manager, wealth manager or other institutional investment environment would be highly regarded.
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A relevant tertiary qualification in Finance, Accounting, Economics, Business or a related discipline is preferred. Relevant postgraduate or professional qualifications would be advantageous but are not essential.
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You will ideally bring:
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- Significant experience across investment operations, middle office, investment administration or fund operations.
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- Robust understanding of investment markets and the operational investment lifecycle.
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- Experience leading and developing teams.
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- Exposure to multiple asset classes would be advantageous.
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- Experience managing custodians, administrators or other investment service providers.
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- Strong understanding of operational risk, controls and governance.
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- Experience improving systems, processes and operating models.
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- Ability to work closely with investment professionals and senior executives.
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- Strong problem-solving skills and attention to detail.
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- Commercial mindset with an understanding of how operations can support business growth.
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Job Offer
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- Competitive salary package
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- Permanent position based in Melbourne.
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- Opportunities to lead and shape investment operations in a financial services organisation.
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📌 Senior Manager, Investment Operations (Victoria)
🏢 Michael Page
📍 Victoria
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