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Platform Reporting Analyst (Operations)

Employer
Robert Half Australia
Location
Sydney, Australia
Salary
Competitive
Closing date
Jun 16, 2023

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Job Function
Compliance/Regulatory
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The Company

Highly regarded, diversified wealth management and stockbroker based in the CBD. The firm are known for their excellent work culture, dynamic workforce, and fun in-office environment. The firm have seen year-on-year growth over the last 5 years and have established themselves as one of the most sought-after financial services businesses in Australia.

The Role

As part of a high performing portfolio administration and operations team, this role will enable you to fast track your career within financial services.

The responsibilities will include but are not limited to:
  • Manage and track renewals and external platform opt ins for ongoing fee arrangements.
  • Generate and deliver regular and ad hoc reports on the performance and utilisation of investment platforms, ensuring accuracy and timeliness.
  • Collect, validate, and analyse data from multiple sources, including investment platforms, data providers, and internal systems, to generate actionable insights.
  • Develop and maintain reporting templates.
  • Collaborate with internal stakeholders, such as finance, operations, compliance and the front-office to understand reporting requirements and ensure the delivery of relevant and valuable information.
  • Conduct trend analysis and provide recommendations based on insights gained from
  • Stay updated on industry trends, regulatory changes, and best practices related to wealth management and stockbroking platforms, ensuring compliance and driving innovation.
What's in it for you?
  • An opportunity to join a dynamic workforce and be part of a family-feel office environment.
  • Work closely with senior leaders and experienced mentors to fast track your growth
  • High levels of autonomy and ownership of your role with flexible and windowed working once settled in the role
Your Profile

The successful candidate will have:
  • Strong understanding of platforms, custody, non-custody - with experience using Mwrap, BT, Netwealth, IOOF, Praemium or similar
  • Excellent written and verbal communication skills
  • Good excel skills (VLOOKUP's, Pivot tables etc.)
Apply Today

Please send your resume by clicking on the apply button. Your application will be assessed within 3 working days. Please note only shortlisted candidates will be contacted.

Learn more about our Sydney recruitment services: https://www.roberthalf.com.au/recruitment-agency-sydney

By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.com.au/privacy-statement . Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.

Trading Brokerage Equities Operations Institutional Corporate Investment banking Financial Services

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