The Organisation is seeking a detail-oriented Investment Operations Coordinator to support the smooth running of our investment function. This role sits at the intersection of governance, reporting and donor communication - ensuring the Investment Committee, investment partners, fund managers and Shariah Advisor are well-coordinated, and that donors receive timely, accurate reporting on fund performance.

Key responsibilities

Prepare board and committee papers, performance packs and briefing materials ahead of Investment Committee meetings

Take minutes, track action items and follow up on outstanding decisions

Act as the coordination point between fund managers, the Investment Committee and the Shariah Advisor

Schedule reviews, circulate documentation, and ensure Shariah compliance sign-off is obtained on relevant investment decisions

Prepare monthly investment performance analyses across the fund portfolio

Monitor fund manager performance against benchmarks and flag material variances

Calculate and issue quarterly unit pricing for all donors

Maintain accurate records of unit holdings and valuations, ensuring consistency with fund manager statements

Produce quarterly investment reports for donors, the Board and internal stakeholders

Ensure reports are clear, accurate and appropriately reviewed prior to distribution

Additional responsibilities

Maintain the investment policy statement, risk register and compliance calendar (meeting dates, filing deadlines, reporting cycles)





Support annual audit processes with investment-related documentation and reconciliations

Assist with due diligence on prospective fund managers and current investment opportunities

Maintain an up-to-date record of Shariah Advisor rulings/approvals relevant to investment decisions

Support ad hoc analysis for the Executive Director and Board on request

About you

Experience in investment operations, fund administration, or financial reporting (funds management, superannuation or wealth management background highly regarded)

Strong Excel/analytical skills; comfort working with fund manager statements and unit pricing calculations

High attention to detail and comfort working with confidential financial information

Excellent written communication skills for donor- and board-facing reporting

Ability to work independently in a remote, part-time capacity, coordinating across multiple stakeholders

Understanding of, or willingness to learn, Islamic finance and Sharia-compliant investment principles

Familiarity with the waqf/endowment sector or not-for-profit governance is a plus

About us

The organisation is an endowment for a registered charity managing Islamic endowment funds and estate planning services, dedicated to building sustainable, Shariah-compliant giving structures that generate long-term impact for the Australian Muslim community.

** This is a part-time, remote position, requiring approximately 10 hours per week.

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📌 Investment Operations Coordinator (Adelaide)
🏢 seek.com.au
📍 Adelaide