Address- Join a diverse and a high performing team with flexible work culture
- Max Term Full-Time contract until December 2024
- Location NSW
The Role
The Investment Services and Solutions team (IS&S) within Asset Management Services provides operational management and support to the Asset Management business units in the achievement of their objectives. IS&S manages the operational and investment obligations imposed under Investment Management Agreements, Advisory Agreements and Principal Investment Advisory Agreements. This role serves part of a critical function covering on boarding of investment manager related to account opening, preparation of documentation lodgement.
Key Responsibilities:
- On-boarding Investment Manager on custodial account
- Assist in the conduct of execution, maintenance, and management of documentation related to foreign market account opening.
- Manage internal stakeholders' expectation of the onboarding timeline.
- Liaise with legal team on matters regarding foreign market account opening.
- Monitor foreign market compliance.
- Maintain Powers of Attorney & Authorisations Register.
- Maintain up to date process documentation.
- Administer proxy voting process to ensure casting of votes are implemented accurately and correctly.
- Initiate and implement areas for process improvement
To be successful in this role you will possess:
- Tertiary qualifications in Accounting, Finance, Legal or a related discipline.
- Proven experience with knowledge of the investment management industry with strong experience in investment operations, documentation and/or compliance.
- Good understanding of global markets account opening requirements and procedures
- Ideally, exposure and experience in negotiations of legal documents and risk and compliance management relating to the asset/investment management industry
- Strong organisation and attention to detail
- Continuous improvement & aptitude to develop broad range of skills
- Critical thinking & investigation skills
- Disciplined in record keeping & systematising.
- Strong stakeholder engagement and management
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.
