As an Investment Operations Analyst in Melbourne, you will manage core investment operations activities within the Financial Services industry, helping maintain accurate and timely processing across the Accounting & Finance function. You will use sound operational judgement to review information, resolve issues and keep investment records and workflows on track.
Working Holiday Visa Candidates also welcome to apply.
Client Details
The organisation operates in the Financial Services industry in Melbourne.
Description
The Investment Operations Specialist will be responsible for:
- Process investment and transaction requests across a range of financial products.
- Reconcile investment-related cash movements and client transactions.
- Support the administration of investment products throughout their life cycle.
- Complete regular reconciliations across client portfolios and investment holdings.
- Investigate and resolve transaction discrepancies and operational exceptions.
- Act as a key contact for operational and administrative enquiries.
- Contribute to process improvement initiatives, system enhancements and testing activities.
- Maintain accurate procedures, controls and operational documentation.
- Ensure work is completed in accordance with service standards,
risk frameworks and compliance requirements.
- Collaborate with internal stakeholders on business projects and operational initiatives.
Profile
A successful Investment Operations Analyst should have or be:
- Degree qualified - relevant tertiary qualifications (Business, Commerce, Finance, Accounting, Economics, Technology, Mathematics)
- Support the day-to-day administration of client investment and financial products.
- Process transactions and maintain accurate records across multiple systems.
- Perform reconciliations and investigate discrepancies where required.
- Respond to stakeholder queries and provide operational support.
- Contribute to continuous improvement, controls and process enhancement initiatives.
- Assist with system testing, project work and operational change activities.
- Ensure all activities are completed accurately and within agreed service levels
Job Offer
- Temporary Investment Operations Analyst contract in Melbourne.
- Immediate start
- Tier 1 company based in Melbourne's CBD
- Chance for permanency
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Matthew Roberts on +61 • •••• •144.