My client is an award-winning Australian investment manager who offer a broad range of investment strategies to meet the needs of a diverse investor base. They have offices in Melbourne and Sydney and a team which genuinely enjoys working with each other and who are cooperative and supportive in their approach.
They currently seek a junior level candidate to fill a unique role in the business. 80% of the role will involve designing and implementing automation tools which enhances team productivity with the remaining 20% spent on middle office BAU tasks.
The Role
Data, Automation & Tool Development
- Design, build and integrate automation tools that streamline Middle Office processes including reconciliation, reporting and data validation.
- Extract, transform and connect data across internal systems and administrator reporting to support automation and analysis.
- Contribute to the design, build and implementation of an in-house database, including data preparation and loading, extraction and reporting.
Investment Operations and Middle office
- Assist with daily operational tasks including: Cash and security reconciliations, Corporate actions processing and trade monitoring and settlement.
- Maintain accurate portfolio data within IRESS IPS and other internal systems.
- Assist with monitoring portfolio compliance mandates within the portfolio management system.
Reporting & Data Support
- Assist with preparing client reports including monthly and quarterly reporting.
- Extract and prepare portfolio and performance data from internal systems.
- Support internal reporting requirements for the investment and client services teams.
The Candidate
- Demonstrated ability to build and integrate tools that automate manual processes, using any mainstream toolset (e.g. SQL, Python, Java, JavaScript, VBA, Power Automate).
- Experience in designing and building a database, preparing and loading data, writing SQL queries and reporting through tools such as Power BI.
- 1+ years’ experience in investment operations, investment administration or a middle office role.
- Exceptional attention to detail and strong organisational capabilities.
- Strong analytical and problem-solving skills, with a naturally inquisitive mindset.
If you are interested in learning more about this opportunity, please contact Julian Soames on 0412 123 *** or at ******@kaizenrecruitment.com.au, or apply via the link below.