Job Description

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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 n

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

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

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

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

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Prepare monthly investment performance analyses across the fund portfolio

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Monitor fund manager performance against benchmarks and flag material variances

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Calculate and issue quarterly unit pricing for all donors

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

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

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

Additional responsibilities n

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

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Support annual audit processes with investment-related documentation and reconciliations

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

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

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

About you n

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

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

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High attention to detail and comfort working with confidential financial information

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

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

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

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

About us n

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.

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** 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