Senior Analyst, PE and Alternatives 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 role is responsible for supporting the Manager, Private Equity Operations with the delivery of daily BAU operation as well as strategic initiatives for Private Equity/Alternatives. In this dynamic role, not only will you play a vital role in the daily operations, you will also act as a conduit between PE Operation and PE Investment team, by providing them with enriched data, portfolio analysis insight, scenario modelling and reporting to support their research and decision-making process

Key Responsibilities:

• Oversight/Support and Co-ordination of all core processes including capital calls, distributions, subscriptions, redemptions and transfer of units
• Review and analysis of documentation received in relation to investments prior to processing/payment
• Reconciliation of assets and market valuations
• Monthly calculation and reporting of portfolio returns
• Assist in the on-boarding of new assets including system setup, review of documentation, and liaison with internal and external stakeholders/ counterparties
• Participation in Research House meetings
• Portfolio analysis and modelling to assist with portfolio decision making
• Point of contact for client enquires (directly and indirectly)
• Technical support for the PE Operations and PE Investment team
• Operational Due Diligence - Co-ordination, participation and reporting

What you will bring

• 5 - 10 years of experience in Investments / Assets Management / Finance experience with minimum of 2 to 3 years in Private Equity operations
• Strong stakeholder management skills
• Strong communication skills (written and verbal)
• Strong team player
• Experience in LP Analyst and Investran highly regarded
• Good modelling skills with a passion to Data / Intelligence 
• Adaptable and innovative
• Resilient and determined

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.