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Team Leader - Investment Operations

Job Title: Team Leader - Investment Operations
Contract Type: Permanent
Location: Sydney
Reference: 3214573
Contact Name: Niamh Patton
Contact Email:
Job Published: August 23, 2021 19:02

Job Description

An exciting permanent opportunity to be part of a leading Wealth Management and Investment Group to join the Investment Operations arm.
Due to natural growth there is an opportunity for an experienced Team Leader to come in and manage a small team on day to day BAU and project activities. 

You will focus on:
  • Processing of investment transactions in line with trade processes and procedures
  • Liaise and resolve trade queries with customers in a professional and timely manner
  • Close trade exceptions in an accurate and timely manner; and prepare instructions of investment and cash transactions to custodians
  • Investigate and resolve reconciliation breaks in relation to trade processing
  • Work within the appropriate levels of control framework to manage operational risks, identifying and mitigating operational risk and escalate items appropriately
  • Due diligence on new fund managers
  • Pro-actively working on continuous improvements of all processes, driving the implementation by working with all affected teams/departments
  • Test new products which are on boarded, especially in the exotic OTC derivatives area, considering all downstream effects
  • Lead a team to success 
For this role, you will need:
  • Minimum 5 years’ experience in processing and settlement of investment transactions;
  • Strong product/instrument knowledge across e.g. Equities, Discount securities, Fixed Interest, Foreign Exchange, Exchange Traded (ETD) & Over The Counter (OTC) Derivatives, Managed Funds;
  • Previous team leadership experience, leading an existing team for BAU.
  • The ability to problem solve and lead a team to success with a positive mindset.
  • User knowledge across systems - Hi Portfolio, Bloomberg, IRESS, CTM, TPM, Dimension; will be highly regarded. 

If this sounds like your skillset, please apply via the link below to Niamh Patton at Perigon Group.