Senior Analyst, Investment Transformation and Support

• 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

As a Senior Analyst, you will manage, support, and implement a range of investment and product transitions and restructures across the business along with investment operational support, analysing and documenting project requirements. This role focuses on transformation initiatives impacting the end client investment exposure and performance return outcomes.

Key Responsibilities:

• Manage, support and implement investment transition activity involving but not limiting to registry, investment systems, GL, external custodian
• Liaison, participation and communication with key finance stakeholders on transformational change.
• Planning, coordination and scheduling of implantation tasks minimising risk and costs.
• End to end investment operational management from funding, cross investment, unit pricing, distribution, tax and financial reporting.
• Proactively support an effective and cooperative relationship across all teams
• Ensure successful completion of any transition activity ensuring no incidents, breaches, or any adverse impacts to any teams or end customer
• Creating procedure documents where required and cross training and sharing knowledge to colleagues within the team

What you will bring

• 5+ years’ experience in Investment and Finance Operations background with focus on transitional activity or change management.
• Degree in Finance or Accounting
• Understanding of investment fund structures
• Knowledge of Investment systems such as Hiport, Unison and Pcontrol preferred
• Proficiency in Visio, Miro, Jira and advanced excel preferred
• Experience with project management, analysis, documentation and business requirements
• Effective planning and time management to meet key deadlines
• Strong analytical and problem-solving skills
• Ability to adapt quickly, work under pressure with excellent interpersonal and stakeholder management skills
• High attention to detail, strong communication, proactive ownership and accountability

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.