Platinum Pacific Partners is exclusively partnering with an independent Australian equities fund manager with a long track record and a stable, highly committed team. The business offers a collaborative working environment where people work closely together and have genuine exposure to the investment process.
We are seeking an Operations & Trading Analyst to take ownership across a broad range of investment operations activities, including service provider oversight, operational controls, client reporting and compliance support. Alongside these responsibilities, you will receive direct training from the dealer to become their backup. This will involve taking orders from portfolio managers, preparing allocations across funds and mandates, and executing trades through IRESS.
It is an opportunity to build a strong investment operations foundation while developing practical dealing desk experience.
Key Responsibilities
Investment Operations
- Oversight of external service providers, including the custodian and registry
- Maintaining registers, procedures and operational controls
- Supporting client reporting, compliance and governance activities
- Contributing to internal systems and database projects
Dealing Support
- Training directly with the dealer to become their backup
- Receiving trade instructions from portfolio managers and coordinating allocations across funds and mandates
- Executing trades via IRESS
- Providing dealing desk coverage during periods of leave and absence
Ideal Candidate
- Degree in finance, commerce, accounting or a related discipline
- 2–4 years' experience in fund administration, custody, an investment platform, investment operations, middle office or audit and assurance
- Strong Excel skills, with IRESS experience highly regarded
- Hands-on, organised and a explicit communicator
- Comfortable working closely with senior investment professionals in a fast-paced environment
- An interest in data, databases or coding is advantageous
- Full Australian working rights
This role will suit someone who enjoys investment operations but has longer-term aspirations to move into a trading role. It offers the opportunity to build a strong operational foundation while developing practical dealing experience and working closely with portfolio managers and the investment team. For a confidential discussion, please apply via the link or contact Liam Bourke at Platinum Pacific Partners.