Senior Analyst, Investment Services & Solutions

• Join a diverse and a high performing team with flexible work culture
• Permanent Full Time position
• Location NSW

The Role

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 serves part of a critical function covering on boarding of investment manager related to account opening, preparation of documentation lodgement.

Key Responsibilities:

• On-boarding Investment Manager on custodial account
• Assist in the conduct of execution, maintenance, and management of documentation related to foreign market account opening.
• Manage internal stakeholders’ expectation of the onboarding timeline.
• Liaise with legal team on matters regarding foreign market account opening.
• Monitor foreign market compliance.
• Maintain Powers of Attorney & Authorisations Register.
• Maintain up to date process documentation.
• Administer proxy voting process to ensure casting of votes are implemented accurately and correctly.
• Initiate and implement areas for process improvement

To be successful in this role you will possess:

• Tertiary qualifications in Accounting, Finance, Legal or a related discipline.
• Proven experience with knowledge of the investment management industry with strong experience in investment operations, documentation and/or compliance.
• Experience with regulatory monitoring (ASIC/APRA), investment and performance analysis and due diligence
• Good understanding of global markets account opening requirements and procedures
• Ideally, exposure and experience in negotiations of legal documents and risk and compliance management relating to the asset/investment management industry
• Audit or internal audit at a custodian or fund manager and an understanding of controls review
• Strong organisation and attention to detail
• Continuous improvement & aptitude to develop broad range of skills
• Critical thinking & investigation skills
• Disciplined in record keeping & systematising.

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.