Job Description

Investment Operations Specialist - Investment Control

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Investment Operations Specialist - Investment Control
n Position Objective
n The role will play a critical role in supporting the Investment Operations team. This role is intended to add knowledge and experience of Investment operations and be a support across the core Investment Operations activities.
n Key Responsibilities

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- Monitor custodian and third-party investment manager service delivery to ensure positive outcomes and adherence to service standards.
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- Investigation, management and reporting of mandate compliance breaches using information provided by the custodian and external investment managers.
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- Proactively monitor and identify risks associated with compliance of the fund's asset allocation.
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- Generation and analysis of complex reporting material to support senior level decision making.
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- Preparation of reports on mandate compliance,



securities lending and counterparty exposure to the Management Investment Committee and Board
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- Own end to end delivery of defined Investment Operations activities
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- Act as a senior point of execution and judgement in matter relating to Investment Operations.
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You will join a positive, collaborative and flexible culture with access to compelling work, ongoing learning, professional development, mentoring and career-development opportunities.
n Knowledge/Skills/Experience

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- Significant experience in investment or fund operations, ideally in superannuation, investment management, custody, or platform businesses
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- Proven ability to take ownership for operational processes
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- Adaptable mindset with excellent influencing skills
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📌 Investment Operations Specialist - Investment Control (New South Wales)
🏢 Lawson Delaney
📍 New South Wales