Investment Operations Analyst

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Leading Boutique Asset Manager is currently recruiting an Investment Operations Analyst to join their Sydney based team.

Summary about this job

Funds Management

Company: Robert Walters

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-7-7526-1004

Fax: +61-8-1930-2882

E-mail: n\a

Site:

Detail information about job Investment Operations Analyst. Terms and conditions vacancy

The Investment Operations Analyst will be responsible for providing portfolio analysis, performance reporting and investment support.

Key Responsibilities:

  • Preparation of tailored performance reporting and advice to our superannuation clients.
  • Maintenance of performance models, including reconciliation of investment records and implementing changes and improvements.
  • Assisting with the settlement of direct alternative investment transactions.
  • Liaising with clients, custodians and auditors to resolve ad hoc queries.
  • Review of unit pricing information, ensuring prompt resolution of issues.

Key Requirements:

  • Strong balance of analytical and problem solving skills, and interpersonal attributes.
  • 1-2 years relevant experience gained within Asset Management or Custody.
  • Strong Microsoft Word and Excel skills, with experience of SQL desired.
  • Ability to manage multiple work-flows to meet both internal and client deadlines.
  • Strong attention to detail and time management skills.
  • Tertiary qualification (Business, Economics, Accounting, Finance).

A competitive salary package will be negotiated for the successful applicant.

To apply please click apply or call Jack Brown on 02 8289 3238 for a confidential discussion.

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