Senior Transitions Analyst - Asset Management

We’re seeking an experienced Senior Investment Analyst – Transition Management to play a critical role in managing complex, multi-asset class transitions within a multi-manager trust investment structure across Super and non-Super clients.

This role sits at the intersection of investment strategy, execution, and stakeholder management, partnering closely with MLC Asset Management to ensure asset management changes are implemented efficiently, cost-effectively, and with minimal risk, ultimately delivering better performance outcomes for members and clients.

How You’ll Make an Impact

You’ll be responsible for the end-to-end planning and execution of investment transitions, ensuring smooth delivery, strong governance, and best execution outcomes in a highly collaborative environment.

Key Responsibilities & Capabilities

• Manage end-to-end asset transition projects across multi-asset, Super and non-Super unit trust structures, following approved investment changes
• Plan and coordinate complex transitions including manager terminations and appointments, asset movements, legacy asset migration, and internal unit trust registry changes
• Propose and implement transition strategies, considering member impact, unit registry transactions, liquidity, market impact, buy/sell spreads, tax (CGT, stamp duty), and implicit/explicit transaction costs
• Appoint, coordinate, and monitor external transition managers and custodians, ensuring strong risk management, governance, and execution quality
• Act as the central point of coordination across Investment, Fund Accounting & Operations, Custody, Product, and Legal to keep timelines, pipelines, and dependencies on track
• Provide trading and execution advice (understanding trade execution and life cycle, without executing trades) and support cost analysis and financial modelling
• Support new business activity including RFPs, pitches, and presentations, contributing analytical insight on asset allocation and investment structures
• Build strong relationships with senior investment professionals through clear communication, proactive problem-solving, and a solutions-focused mindset

What you’ll bring:

• Extensive experience in financial services, wealth or asset management, with strong exposure to Unit Trust structures
• Proven understanding of asset transition management and investment implementation within complex investment structures
• Strong risk management mindset, able to question assumptions and assess downstream impacts
• Solid knowledge of asset movements, execution strategies, liquidity, buy/sell spreads, and market impacts
• Understanding of portfolio construction, asset allocation, and liquidity management, including tax considerations (e.g. CGT)
• Highly organised and able to manage multiple concurrent, project-based transitions
• Strong analytical and financial modelling skills, with advanced Excel capability
• Autonomous, solutions-focused professional with strong stakeholder management and communication skills

This is a flat-structured team, but with exceptional exposure to senior investment professionals, complex investment decisions, and high-impact projects across the investment function. It’s an ideal role for someone who wants breadth, depth, and visibility rather than a narrow operational pathway.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-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.