The Opportunity
An established industry investment organisation is seeking an Interim Investment Operations Support professional to join their team on a short-term contract through to the end of July.
This is a hands-on role supporting the day-to-day delivery of investment operations within a small, collaborative team. You will play a key role in ensuring core processes run smoothly during a period of transition, working closely with internal stakeholders and external service providers.
Key Responsibilities
- Supporting day-to-day investment operations processes across multiple asset classes
- Ensuring accuracy of investment data, pricing and cash movements
- Assisting with reconciliations and resolving breaks with custodians
- Coordinating cash movements in line with investment activity
- Working closely with the custodian and internal finance/accounting teams
- Supporting APRA-related data reporting and regulatory processes
- Following and executing established operational processes and procedures
- Assisting with documentation and continuous improvement of workflows
- Supporting BAU activities across daily, weekly and monthly cycles
You are a reliable and detail-oriented investment operations professional who is comfortable working in a hands-on environment and following established processes.
- 3–5 years experience in investment operations, fund administration, custody or a related environment
- Strong understanding of core investment operations processes (cash, reconciliations, pricing, trade support)
- Experience working with custodians and/or institutional investment data flows
- A structured, process-driven mindset with strong attention to detail
- Solid analytical skills and confidence working with data
- The ability to identify issues, ask questions and escalate appropriately
- A proactive and collaborative approach in a small team environment
- Small, close-knit team, no management required
- Well-documented processes with a structured handover provided
- Traditional investment operations environment with established systems and workflows
- Primarily office-based to support collaboration, with some flexibility on working hours
- Flexibility for full-time or 4 days per week arrangements
