Job Description
Investment Operations Specialist - Investment Control
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Position Objective
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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.
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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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Why Frontier?
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Our purpose is to empower clients to advance prosperity. Our work is guided by three values:
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Be honest and courageous: act with integrity and challenge the status quo in pursuit of better solutions.
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Be at the forefront: apply curiosity, innovation and professional excellence.
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Be amazing together: embrace collaboration, camaraderie and diversity of thought.
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You will join a positive, collaborative and flexible culture with access to engaging work, ongoing learning, professional development, mentoring and career-development opportunities.
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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 (New South Wales)
🏢 Frontier Advisors
📍 New South Wales
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