Investment Operations Associate | Brisbane | Boutique Investment Manager

Investment Operations Associate | Brisbane | Boutique Investment Manager

25 Sep
|
Perigon Group
|
Brisbane

25 Sep

Perigon Group

Brisbane

Our client is a well established investment management business, distributing a range of domestic and global investment solutions to institutional and sophisticated investors. With a growing client base, an opportunity now exists for a suitably qualified individual to join their Brisbane based Investment Operations team.

About the Role
Reporting to the Investment Operations Supervisor, this role supports the accurate and timely execution of post trade operational activities, including trade processing, cash and position reconciliations, unit pricing, corporate actions, cash management and regulatory reporting. You will work closely with fund managers, custodians, administrators and internal teams to ensure timely service delivery and prompt resolution of exceptions.

Responsibilities

- Validate and process trade instructions across multiple asset classes, monitoring and resolving failed trades
- Complete daily and monthly unit price reconciliations, investigating variances
- Perform daily cash and holdings reconciliations between internal systems, custodians and administrators
- Monitor and manage cash flows, including FX requirements
- Track and process corporate actions, income events and proxy voting
- Liaise with custodians, counterparties and fund managers to ensure timely trade settlement
- Complete regulatory and client reporting where required
- Identify and support the implementation of process improvements

About You

- Business, Finance or Commerce degree, or other relevant qualification
- 1 to 3 years' funds management and/or stock market experience, ideally from a custodian, stockbroker or funds management firm
- Preferred systems knowledge in IRESS, Bloomberg and intermediate to advanced Excel
- Strong attention to detail, proactive approach and good understanding of financial markets
- Excellent written and verbal communicator with solid interpersonal skills
- Confident managing competing priorities under pressure

For a confidential conversation, reach out to:

Jade Blackburn, Director
T: 07 3854 3803 | [email protected]
Zac Smith, Principal Consultant
T: 07 3854 3808 | M: 0466 310 409 | [email protected]

Apply Now

LOCATION

Brisbane, QLD, Australia

INDUSTRY

Banking & Finance

SALARY

ROLE TYPE

Full Time

For more information,



please reach out to

Jade Blackburn

[email protected]

Apply Now

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September 2, 2026

The role of the Finance Manager is changing. Traditionally, Finance Managers have been responsible for financial reporting, budgeting, forecasting and compliance. Today, organisations increasingly expect them to do much more: influence strategy, support commercial decisions and lead finance transformation. For businesses hiring their next finance leader, the question is no longer simply whether someone can manage the numbers. Can they help the business make better decisions? 5 capabilities shaping the next generation of Finance Managers 1. Commercial thinking Finance Managers are increasingly expected to move beyond reporting what happened and help shape what happens next. That means understanding the broader business,



challenging assumptions and translating financial insights into commercial recommendations. In Australia, Hays has identified commercial acumen as one of the most important capabilities for senior finance leaders, highlighting the growing importance of finance professionals who can operate as true business partners. 2. FP&A; and strategic planning Forecasting and budgeting remain core responsibilities, but today's Finance Manager needs to think in scenarios. Strong FP&A; capability allows finance leaders to identify risks, model opportunities and give leadership teams a clearer view of what lies ahead. 3. Technology and transformation Automation, AI, data and ERP transformation are changing how finance teams operate. Finance Managers don't need to be technologists, but they do need to understand how technology can improve processes, reporting and decision-making. According to Hays, 51% of organisations in Australia's Financial and Insurance Services sector report skills gaps, reinforcing the challenge businesses face in finding professionals with the right combination of technical and future-focused capabilities. 4. Communication and influence The modern Finance Manager needs to communicate with more than the finance team. Whether presenting to executives, partnering with operations or challenging a commercial decision, they need to turn complex financial information into clear, actionable insights. Technical expertise gets the conversation started. Communication and influence help move it forward. 5. People leadership As finance functions become more strategic and multidisciplinary, Finance Managers are also becoming increasingly important people leaders. The ability to develop talent, lead change and build high-performing teams is becoming just as important as technical capability. Hiring for what comes next The best Finance Manager for an organisation isn't necessarily the person with the longest list of technical credentials. It is the person whose capabilities match where the business is going. For a growing organisation, that might mean commerciality and FP&A.; For an ASX-listed business, it could be reporting, governance and stakeholder management. For a business undergoing transformation, technology and change leadership may be critical.

📌 Investment Operations Associate | Brisbane | Boutique Investment Manager
🏢 Perigon Group
📍 Brisbane

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