Job Details

Associate - Investment Operations

Category:

Banking & Finance

Employment Type:

Full Time

Industry:

Settlements

Contact Name:

Haydn Furness

Contact Email:

haydn.furness@perigongroup.com.au

Contact Phone:

07 3854 3805

Date Published:

11-May-2025

Job Description:

Investment Operations Associate | Brisbane | Competitive Remuneration

About the Opportunity:
An excellent opportunity has arisen for a motivated Investment Operations Associate to join a sophisticated and fast-growing investment business based in Brisbane’s CBD. As part of a dynamic and expanding team, you’ll have the chance to develop your career within a high-performing environment while contributing to the company’s continued market growth.

Key Responsibilities:

  • Manage relationships with Fund Managers across middle and back office functions.
  • Liaise with custodians, fund administrators, and third-party providers to ensure smooth operations.
  • Perform holdings and cash reconciliations with custodians and administrators.
  • Process and review corporate actions, and manage unit price reconciliations and approvals.
  • Assist in the administration of a range of asset classes, including equities, fixed income, private debt, and derivatives.
  • Manage workflows and approvals, while supporting ad-hoc duties as required by management.
  • Proactively identify operational risks and inefficiencies, implementing process improvements and controls to enhance operational efficiency.
  • Assist in onboarding and training new team members, ensuring consistency in operational practices.
Ideal Candidate:
  • 1-4 years of experience in funds management, banking, financial services, or investments
  • A strong interest in investment operations (and utilising systems such as IRESS, Bloomberg, Excel preferred).
  • Self-driven, accountable, and passionate about delivering exceptional service in a fast-paced environment.
  • A collaborative team player, committed to contributing to the success and growth of the business.
  • Keen interest in learning equities, fixed income, private debt, and derivative.
Why Join?
  • Opportunity to work in a dynamic, fast-growing investment business with a diverse product offering.
  • Competitive remuneration package with excellent career development prospects.
  • A supportive, close-knit team of highly experienced professionals.
  • Rare opportunity in the Brisbane market—ideal for candidates relocating from interstate or overseas (with permanent work rights).
Apply Now
For more information or to apply, please contact Haydn or Jade at Perigon Group on (07) 3854 3805 or email haydn.furness@perigongroup.com.au.

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