The role will play a critical role in supporting the Investment Operations team. This role is intended to add knowledge and experience of Investment Implementation and operational due diligence and practical backup across core Investment Operations activities with a particular focus on client onboarding and implementation activities.
Key Responsibilities
Lead and support client onboarding and transition activity by working with internal stakeholders as well as custodians, investment managers and service providers
Coordinate operational due diligence with internal and external parties
Investment execution and operational coverage
Own end to end delivery of defined Investment Operations activities
Act as a senior point of execution and judgement in matter relating to Investment Operations.
Why Frontier?
Our purpose is to empower clients to advance prosperity. Our work is guided by three values:
Be honest and courageous:
act with integrity and challenge the status quo in pursuit of better solutions.
Be at the forefront: apply curiosity, innovation and professional excellence.
Be amazing together: embrace collaboration, camaraderie and diversity of thought.
You will join a positive, cooperative and flexible culture with access to interesting work, ongoing learning, career development, mentoring and career-development opportunities.
Knowledge/Skills/Experience
Proven experience with operational due diligence experience
Significant experience in investment or fund operations, ideally in superannuation, investment management, custody, or platform businesses
Robust judgement and stakeholder management skills
Proven ability to take ownership for operational processes
Adaptable mindset with excellent influencing skills
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📌 Investment Operations Investment Implementation Specialist Sydney
🏢 Frontier Advisors
📍 Sydney
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