Business Analyst - Investment Operations

We have an excellent opportunity for an experienced Business Analyst to work with this established Superannuation Fund.

The primary focus of this role is assisting with their merger program, and all related activities and the management and co-ordination with key third party service providers.
  
The major responsibilities of the roles include:

• Preparing documents for market openings
• Liaison with fund managers, including determining requirements for fund re-registration, responding to manager queries, responding to requests for KYC information, and monitoring the progress of completion of all necessary documentation.
• Managing the novation of legal documentation, including investment management agreements and side letters.  
• Build out compliance with upcoming ASIC regulations. 
• Execute build out of new third-party cash and illiquid requirements. 
• Assist with BAU transitions. 
• Cashflow changes (both Member and asset related).
• Assistance with PDS changes and website changes.
• Aligning benchmarks with the merging partner.
• Movement onto T+1 (auto FX etc) 
• Change of investment data warehouse platform.

  
To be considered for this role you will also have:

• Preferably at least 3 years' experience in Investment Operations and/or Custody and/or merger related activities.
• Undergraduate Degree in finance related field or industry recognised qualification in financial services.
• Previous operational experience or transaction and appreciation for continual process improvement though process automation.
• Ability to work effectively across a programme and multiple projects.

     
For this opportunity, you will enjoy working in a results-driven environment that rewards hard work and success. For further information please contact Tom Price on ***@fitzgeraldjenkins.com