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Account Manager, Investment Operations

Job Title: Account Manager, Investment Operations
Location: Sydney
Reference: 3240715b
Contact Email:
Job Published: May 27, 2021 12:46

Job Description

This well-established financial services business is a leader in funds administration, and data management.

They are looking for an experienced Account Manager, Investment Operations due to an exciting internal project.

This is a unique opportunity to gain exposure to an innovative Group within the financial institutions sector.

The role includes responsibilities to include:
  • Manage the onboarding of new clients and changes to services / products for existing clients.
  • Manage the delivery of core services covering post execution trade management, reconciliations, corporate actions, reporting and query management.
  • Ensuring client satisfaction levels are maintained at a high level through excellent and consistent service delivery of required products and service and prompt resolution to complaints, issues and disputes.
  • Have a deep understanding of domestic and international investment instruments including equities, futures, options, spot and forward foreign exchange, swaps, Fixed Income, and Managed Funds.
It is a rewarding and varied position that sits within the operations team and would suit a candidate with a degree in accounting or finance and who has solid proven work experience in a role of the same capacity.

12-month commitment required.

To be considered for this contract you have solid years of previous experience within investment operations & custody environment preferably with a custodian, broker or fund manager.

In addition to experience in staff management including performance management, recruitment, induction, setting KPIs, assigning tasks.

Finally, you have a good understanding of investment markets, the investment process and funds management operations.

Applications welcome: