Contracts Lead, Investment Services & Solutions

• Join a collaborative and a high performing team with flexible work culture.
• Max Term Full-Time role
• Location NSW with hybrid working arrangements.

The opportunity to join our team

The Investment Services and Solutions team (IS&S) within Asset Management Services provides operational management and support to the Asset Management business units in the achievement of their objectives. IS&S manages the operational and investment obligations imposed under Investment Management Agreements, Advisory Agreements and Principal Investment Advisory Agreements. This role will support the investment service aspects of the Responsible Entity simplification project.

Key Responsibilities:

• Manage the efficient update and correspondence with counterparties and relevant stakeholders for a range of investment manager contracts.
• Review, uplift and implementation of investment manager policies and processes as necessary
• Monitoring and implementing regulatory changes/requirements
• Arrange for proper review, approval and execution of contracts
• Maintain process documentation
• Other activities as required/directed from the project stream/project manager, from time to time.

What you will bring:

•  Tertiary qualifications in Accounting, Finance, Legal or a related discipline.
• Minimum 5 years' experience with knowledge of the investment management industry. Would suit candidate with strong experience in investment operations, documentation and/or compliance.
• High attention to detail combined with critical thinking & investigation skills
• Excellent written and verbal communication skills
• Stakeholder engagement and management negotiation of investment arrangements
• Disciplined in record keeping
• Reviewing and updating of contractual agreements
• Risk & compliance management
• Continuous improvement & aptitude to develop broad range of skills

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.