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Operations Analyst

Job Title: Operations Analyst
Contract Type: Permanent
Location: Sydney
Reference: 3278300
Contact Email:
Job Published: June 03, 2021 12:02

Job Description

This market leading investments manager is renowned for its culture, with a focus on cross- team collaboration and a social and fun team environment. This is a permanent role sitting within the Operations Team. 

This business had a very successful 2020 and is on track for an even higher rate of growth in 2021. 
You will focus on:
  • Assisting in the management of relationships with existing and new investors in including acting as a contact for client queries, preparation and assistance with investor RFP, due diligence processes and client education.
  • Assist in preparation and review of investor documentation including, investment management agreements, side letters and subscription documents.
  • Co-ordinating and assisting with the client on-boarding process 
  • Co-ordinating and assisting in the preparation of investor communication including quarterly reports and ad-hoc client and advisor reports both qualitative and quantitative.
  • Reviewing investor fee and rebating arrangements and payment in accordance with investor side letters and advisor arrangements.
  • Due diligence and management of out-source providers.
  • Participating in team development, governance improvements, risk management, innovation and any other value additive initiatives.
  • Assist, develop and maintain the most appropriate information management systems as efficiently as possible including high quality records of all client and prospect interactions.
  • Assist with and to the maximum extent possible participate in client back and middle office meetings and calls.
  • Ensure co-ordinated client communications and compliance with all applicable regulatory disclosure requirements.
  • Monitoring, adherence and reporting of regulatory compliance in the various fund jurisdictions.
We would like to hear from people who have:
  • 1-3 years in an operational role within an asset manager. fund manager or investment bank. Your background may be in a similar role within funds, or could be in unit pricing or KYC for example.
  • Hunger to learn & enthusiasm to grow with the business
  • An interest in operations & investor relations 
  • A relevant Bachelors Degree

In return you will get:
  • Above market salary of $100-110,000 package + 30% bonus
  • Social and friendly team culture
  • Extensive on the job & formal training
  • Exciting career growth opportunities
If you would like to be considered for this opportunity please hit APPLY today.
Lauren Johnson