Senior Analyst, Transition Management

• Join a collaborative and a high performing team with flexible work culture
• Permanent Full-Time role
• Location NSW or VIC

The Role

This role is responsible for managing transitions of investment assets in a multi manager trust investment structure for both internal stakeholders and institutional client. This position provides advice and assistance to MLC Asset Management on all matters related to investment implementation.

Key Responsibilities:

• Analyse and model investment strategy changes and develop an effective transition management plan minimising risk and transaction costs.
• Project manage the restructure of investment strategies; coordinate the on boarding and redemption of wholesale client assets; manage the movement of assets onto and around the investment structure.
• Communicate with all stakeholders and monitor the execution of planned tasks to ensure a smooth delivery of transition objectives and an error-free outcome.
• Proactive identification of potential problems that may occur during the transition and development of solutions to address them.
• Ensure risks are managed efficiently and compliance obligations are met.
• Monitor execution quality of third party appointed transition managers.
• Provide assistance with due diligence work to assist with the selection of transition managers.

To be successful in this role you will possess:

• Minimum 5 years’ experience in financial services / wealth management.
• Strong analytical and problem-solving skills. Able to apply disciplined analysis to portfolio/investment structure changes to support effective decision making.
• Strong understanding of financial markets, investment structures, cash management, the roles and responsibilities of market participants and the general investment process.
• Strong stakeholder and relationship management skills. Demonstrated authority and influence. The ability to tailor communications to suit the audience and communicate credibly and confidently. Generate interest in, and understanding of, complex areas through open, honest and persuasive communication.
• Strong Excel skills along with exceptional written and verbal communication
• Ability to apply project management principles while working to deadlines.
• Effective time management, both personally and from a project stakeholder perspective.
• Knowledge of investment (physical and derivative) markets and the application of trading and settlement processes / restrictions.
• Experience in Asset Transition Management is highly desirable

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more here about why you should join our team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.