About the Company

Davidson is partnering with a leading financial services organisation to recruit a Senior Analyst - Investment Transformation based in Sydney. This opportunity sits within a Fund Accounting and Operations function and will support strategic transformation across the Investments business

About the Role

This is a hands-on transformation role working across Investments, Operations, Product, Finance, Technology and Asset Management. You will support the delivery of complex investment change initiatives, including asset and investment restructures, fund transitions and operating model changes.

Key responsibilities will include
Delivering investment transformation and strategic change initiatives
Coordinating asset restructures, investment restructures and fund transitions
Analysing investment processes and target operating models
Developing business requirements, implementation plans and process documentation
Supporting testing, business readiness, impact assessments and implementation
Coordinating with custodians, administrators, registries and technology partners
Managing risks, issues and dependencies throughout delivery

About You

You will bring extensive experience across investment operations, funds management, superannuation,



asset management, investment implementation or transformation environments. Strong knowledge of investment structures, operating models and processes within superannuation or wealth management will be important.

You will also ideally have:
Experience with investment restructures, asset transitions or large-scale business change
Robust business analysis skills across requirements gathering, process mapping, testing and implementation
Excellent stakeholder management skills across business, technology and external providers
Solid Excel capability, with HiPort or Unison experience highly regarded
A relevant tertiary qualification, with CPA/CA advantageous

The Benefits
Hybrid working arrangements complex, strategic investment transformation initiatives
CBD offices close to public transport
Prospect to work on complex, strategic investment transformation initiatives within a large organisation

Please submit your current resume to apply. If you have the relevant expereince listed above and require further information, please contact Tara Gearon at quoting reference JN -7. To learn more about Davidson, visit .

📌 Senior Analyst New South Wales
🏢 Davidson
📍 New South Wales