Address
Form of work- Maternity leave cover, Max Term Full-Time
- Sydney based hybrid working arrangements
- Enable team development and enhance Unit Pricing services
The Role
As a Lead Analyst, you will manage and optimise Unit Pricing services including operational deliverables, change management and risk controls. This role is client-centric and aims to deliver complete, accurate and timely net asset valuation and unit prices to accommodate client financial transactions.
Key Responsibilities:
- Manage transitions or new investment processes with internal stakeholders, custodian, and fund managers
- Monitor the timing and quality of supplier deliverables
- Active involvement in operational risk management, and process and system improvements
- Act as a liaison with various internal/external parties including auditors, legal counsel, and asset managers
- Review Unit Pricing calculation and asset valuation for accuracy in line with internal policies and regulatory requirements
- Act as first point of escalation when issues arise from daily activities
- Ensure timely delivery of Unit Pricing services including any reporting requirements
- Promote professional development opportunities for staff within the Unit Pricing Team and work with the Senior Manager to upskill and train team members to enable development
To Be Successful in This Role You Will Possess:
- Degree qualified in Business, Commerce, Finance or Accounting
- Professional qualifications such as CPA/CA/CFA advantageous
- Proven experience in a similar role, working for superannuation administrators, investment managers or custodians
- Detailed understanding of asset instruments and investment vehicles such as superannuation funds and managed investment schemes
- Experience working within an APRA/ASIC regulated environment
- Excellent communication skills
Benefits
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
The Business
Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).
To Apply
Please submit your resume with a covering letter by clicking on “Apply Now.”
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.
At Insignia Financial, we have a culture of belonging. We are an ‘every person’ organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.
