Manager, Investment Operations

Date: 20 Feb 2024
Location: Sydney, NSW, AU, 2000
Employment Type: Permanent Full Time
Make a meaningful impact leading the Investment Operations team of 4 Analysts
Join a high performing Asset Management team within a leading Financial Services organisation
Sydney based with hybrid and flexible working arrangements available
The Role
Reporting into the Head of Investment Operations and Investment Data and Analytics, The Manager, Investment Operations is responsible for leading the middle office function, supporting MLC’s Specialist Managers within MLC Asset Management. This includes Fixed Interest, Equities, Derivatives Specialist team and Managed Accounts.
Key Responsibilities:
Supporting a variety of asset classes including Equities, Fixed Interest, F&O, Derivatives, ETFs and OTCs
Providing operational support to front office/Portfolio Managers
Onboarding of new Funds, Clients and/or Platforms
Overseeing and supporting the team’s BAU activities including:
trade processing, matching and settlement in various systems/asset classes
cash forecasting
asset rebalancing for model portfolios
collateral management process
OTC Trade & life cycle events including Reporting
Management and maintenance of ISDAs and CDEAs (incl. account setups)
Management and maintenance of counterparties, clearers and PBs as relevant
Maintenance of Investment Management Agreements, reporting obligations and fee arrangement
Management of Client queries
Mandate Monitoring / Compliance
Management of pre and post trade compliance queries
Support and implement new business activities and projects
Implementation of any regulatory changes
To be successful in this role you will possess:
Strong understanding and experience in middle office operations
Strong understanding of various asset classes and preferably Fixed Interest and OTC Derivatives
Extensive experience in Investments/Assets Management/Finance with minimum of proven exposure to Investment Operations
Sound knowledge of investment markets (listed and unlisted), including managed accounts
Advance experience in systems including Bloomberg, CTM, DTCC, XSPRISA, FX Connect/GTSS, ACADIA would be highly regarded
Ability to lead, mentor and build a high-performing team
Ability to work in a pressurised and deadline-driven environment
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
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.