Senior Analyst, Investment Operations

• At Insignia Financial, your voice, ideas and individuality counts
• Location Sydney with hybrid working arrangements
• Permanent Full-Time role

The opportunity to join our team

This middle office function provides support to the MLC’s Specialist Managers within MLC Asset Management. In this dynamic role, not only will you play a vital role in daily operations, but you will also support various Change initiatives including client transitions, portfolio on-boarding/off-boarding and custody migration work impacting Investment Operations. This role is a key conduit between Investment Operations, investment teams and various Project stakeholders within Asset Management business, in providing them with the support required to deliver desirable outcomes for our clients/business.

Key Responsibilities:

• Primary support to the Derivatives team
• Secondary / backup support for other asset classes such as Equities, Fixed Income and Managed Accounts
  • Providing operating support to Front office/Portfolio Managers
  • Daily trade processing, matching,  settlement and Cash Forecasting
  • Reconciliations
  • Resolving pre and post trade queries
  • Performing ad hoc portfolio analysis and reporting, as required.
  • Support the Collateral Management process
  • Review operational incidents and implement preventative measures
  • Managing clients (internal and external) and related external third party queries
• Supporting the Reporting of OTC Trade & Life Cycle Events
• Lead, support and implement new business and Change activities/initiatives where required
• Onboarding and maintenance of Counterparties, Clearers, Custodians and PBs as relevant
• Completion and Co-ordination of required documentation for on-boarding /off-boarding
• Client onboarding to various platforms and systems
• Collaboration with the Asset Management IT and Vendors, where required 

What you will bring

• Strong technical understanding of Middle Office operations
• Good understanding of the regulatory environment impacting Investment Operations
• Understanding of OTC reporting requirements are highly regarded
• Good understanding of various asset classes and financial instruments.
• Fundamental understanding of the operational processes supporting Derivatives, OTC products are non-negotiable.
• 10 years of experience in Investments / Assets Management / Finance experience with minimum of 5 years in Investment Operations
• Experience in systems including Bloomberg, CTM, DTCC, XSPRISA, FX Connect/GTSS, ACADIA
• Ability to work in a pressurised and deadline-driven environment.
• Strong stakeholder management skills
• Strong organisation 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.