Investment Operations Analyst | Hybrid/Remote

apartmentRobert Half placeSydney calendar_month 

The Company

An exciting opportunity within a fund manager.

The Role

This newly created Investment Operations Analyst will work alongside the Investment Operations team.

This is a critical role where the ideal candidate will be expected to hit the ground running and bring leadership, ownership, and responsibility to the team. Working alongside a group of high-caliber portfolio managers and research analysts, this person will take on daily operational tasks while also driving improvements in the firm's processes.

This role offers the potential to grow into a leadership position within the firm as the company expands, though no immediate guarantees are made. The successful candidate will need to impress from the outset and show initiative to make a real difference in our operations team.

Key Responsibilities:

  • Perform day-to-day operations including:
  • Trade management
  • Performance calculation and attribution
  • Corporate actions
  • Reconciliations
  • Managing client cash flows

Additional responsibilities:

  • Use analytical thinking to assess and improve investment operations, with a focus on enhancing operational efficiencies.
  • Lead and execute projects involving internal and external stakeholders.
  • Manage timelines, set goals, and achieve outcomes that improve the business infrastructure.
  • Collaborate with portfolio managers, research analysts, and external parties to ensure smooth, efficient operations.
What's in it for you?
  • Broad role with an investment operations focus but supporting multiple divisions across the business
  • High performing staff, small and tight-knit office
  • Newly created role due to growth with a potential pathway to Head of Operations role

Your Profile

The successful candidate will fit the below criteria
  • Investment operations experience from funds management
  • Ability to work in a small firm with a diverse set of responsibilities
  • Professional with excellent communication skills
  • Hold a Permanent Residency
  • Happy to go into the office 4 days a week

Apply Today

Please send your resume by clicking on the apply button. Your application will be assessed within 3 business days. Please note only shortlisted candidates will be contacted.

Learn more about our Sydney recruitment services:

https://www.roberthalf.com.au/recruitment-agency-sydney

By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.com/au/en/privacy. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.

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