Investment Operations Manager
Australian Fund Manager. Lead Investment Operations Function. Broad role across Compliance, Performance & Client Reporting. ESG Investment Operations
- Boutique Australian Investment Manager with rapid grwoth
- Lead Operations Function, Oversight of Custodian & Fund Administration
- Flexible Working environment, working closely with CEO, CIO & CFO
Key Responsibilities:
- Lead and oversee daily investment operations including trade settlement, reconciliations, corporate actions, and cash management.
- Manage relationships with custodians, administrators, brokers, and other service providers to ensure smooth operational delivery.
- Implement and enhance operational controls to ensure accuracy, compliance, and risk management.
- Oversee capital call and distribution processes, ensuring accuracy, timeliness, and compliance with fund requirements.
- Drive process automation and system improvements to streamline workflows, reduce manual intervention, and improve reporting capabilities.
- Partner with technology teams to identify, test, and implement automation solutions across middle and back-office functions.
- Provide leadership, mentoring, and development to operations staff, fostering a high-performing and collaborative team culture.
- Deliver accurate and timely reporting for senior management and support ad-hoc project work as required.
- Strong background in investment operations, middle/back-office, or fund administration.
- Solid understanding of financial products including equities, fixed income, derivatives, and alternatives
- Proven ability to manage external vendors and internal stakeholders effectively.
- Experience in process improvement and automation initiatives (e.g., workflow tools, RPA, system upgrades).
- Strong leadership, organisational, and problem-solving skills.
- Tertiary qualification in Finance, Accounting, or a related discipline (professional designation such as CA, CFA, or CPA advantageous).
- Opportunity to shape and modernise investment operations through automation and technology adoption.
- Exposure to a broad range of asset classes and operational responsibilities.
- Collaborative culture in a forward-thinking funds management business.
- Competitive salary package and long-term career development opportunities.
Referral reward: $500
Banking & Finance > Banking & Finance > Funds Management