Our client is a leading global Investment Management firm seeking a Fund Operations Executive to join its credit and fund operations team in Sydney. In this role, you will be hands-on with core fund operations, then move into overseeing and leading a growing offshore team as you progress towards to a more senior position in the team.
Key Responsibilities:
- Run core onshore fund operations including reconciliations, drawdowns, payments, KYC and fund structure set-ups.
- Work closely with the investment, portfolio management, product and legal teams.
- Manage relationships with external custodians and fund administrators, and resolve exceptions as they arise.
- Learn the offshore processes hands-on, then move into oversight and escalation management for the offshore team.
- Provide leadership and support to the offshore team, and to global offices, as the team grows.
- Look for ways to use AI tools to improve efficiency, such as data collation, drafting communications and streamlining processes.
Skills & Experience:
- Solid background in fund operations, with the confidence to hit the ground running in a mid-senior role.
- Experience in private credit, fixed income or bonds is highly regarded.
- Candidates with a solid fund administration or funds management background who can learn the credit space quickly may also be considered.
- Experience dealing directly with custodians, administrators and counterparties.
- You bring leadership potential to step ino a team lead role.
- Interest and demonstrated experience in using AI and technology to work smarter and enhance productivity
Benefits:
- Clearly defined career progression into a team lead-manager role.
- Exposure to global offices and the wider investment management business.
- Competitive remuneration package.
Please apply now or reach out directly to Francesca Mackenzie at
[email protected] for a confidential discussion.
📌 Fund Operations Executive (Sydney)
🏢 Keegan Adams Recruitment
📍 Sydney