Associate - Investment Operations (12-Month Fixed Term Contract)

In this role you will work with an Investment team of around forty other investment professionals in Melbourne and Sydney. This position will be particularly focused on the supporting the Portfolio Management capability of the Delegated Investments business, which offers a service designing each client’s investment solution and then takes responsibility for investing and managing the portfolio. Reporting to the Director of Product and Operations, you will use your experience to help support the continued development of the operations function in Australia. This position of Associate will require you to apply your experience and develop your skills across a range of disciplines.
The Role

• Developing a transition timeline and plan for each transaction
• Coordinating external and internal parties to ensure deadlines are met
• Working with Custodians to set up new positions ready for execution
• Coordinating transactional & cash documentation and ensuring it is completed in a timely fashion.
• Working within a well-established process and control framework to mitigate operational risk
• Managing multiple projects of different complexity at the same time.
• Account reconciliations
• Drafting instructions for authorised signatories
• Processing trade instructions directly on to custodian proprietary systems
• Updating internal systems to reflect executed transactions and ongoing static data maintenance.
• General fund operations duties and administration (arranging signatures, faxing and filing)
• Risk-management excellence and adherence to appropriate technical review procedures
• Contribution to the development of the team’s systems and processes

You will be a key member of a small team, allowing you to learn from the experience of colleagues as well as take on additional responsibilities, supporting your colleagues when necessary.
The Requirements

• Australian financial services experience, at a superannuation fund, fund manager, custodian, or Trustee business
• Operations knowledge or experience, for example working with custodians and counterparties
• Proficient working knowledge of Microsoft Office (Excel, Word, PowerPoint and Outlook)
• Desire to build relationships, interact and consult effectively with internal colleagues, clients and other outside parties on an independent basis
• Team focused attitude and working practice to deliver innovative, timely and accurate solutions for a diverse range of situations and clients
• Strong problem solving skills and attention to detail.
• Ability to apply your knowledge and experience to communicate effectively, with demonstrated ability to summarise complex information concisely and cohesively
• Apply project management and organisational skills to work on multiple projects simultaneously
• Desire to build your knowledge of the wider Investments business, its clients and its values

Why Join WTW?
WTW provides a competitive benefits package which includes the following (eligibility requirements apply):

• Additional paid annual leave (NZ only)
• Life, Income Protection and Trauma insurance (NZ only)
• Annual bonus
• Company paid salary continuance insurance
• Life and TPD insurance (Australia only)
• Hybrid working
• Networks (Gender, Wellbeing, Pride)
• Career Growth – internal opportunities and development programs

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more.
As our office will be closed from 24 December, 2023 to 8 January, 2024, there may be a slight delay in our response to your application.
At WTW, we believe that a culture of inclusion and diversity is critical to our business. It's not a separate initiative – rather it’s fundamental to everything we do. We are an equal-opportunity employer who is committed to fostering an inclusive work environment and embrace diversity including gender, nationality, disability, age, marital/parental status, ethnicity, gender identity and sexual orientation. We welcome applications from people from all backgrounds.
In the spirit of reconciliation, WTW acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
We are a 2023 Circle Back Initiative Employer – we commit to respond to every applicant.