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Senior Analyst - Investment Services & Solution

Insignia Financial
Sydney, Australia
Closing date
May 25, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Join a diverse and a high performing team with flexible work culture
  • Full-Time Permanent role
  • Sydney based - Hybrid working

The Role

The Investment Services and Solutions team (IS&S) within Asset Management Services provides operational management and support to the Asset Management business units in the achievement of their objectives. This role serves part of a critical function covering onboarding of investment manager related to account opening, mandate monitoring, and preparation and execution of documentation.

Key Responsibilities:
  • Onboarding Investment Manager on custodial account
  • Assist in the conduct of execution, maintenance, and management of documentation related to foreign market account opening.
  • Manage internal stakeholders' expectation of the onboarding timeline.
  • Liaise with legal team on matters regarding foreign market account opening.
  • Monitor foreign market compliance.
  • Maintain Powers of Attorney & Authorisations Register.
  • Maintain up to date process documentation.
  • Administer proxy voting process to ensure casting of votes are implemented accurately and correctly.
  • Initiate and implement areas for process improvement

To be successful in this role you will possess:
  • Tertiary qualifications in Accounting, Finance, Legal or a related discipline.
  • Proven experience with knowledge of the investment management industry with strong experience in investment operations, documentation and/or compliance.
  • Good understanding of global markets account opening requirements and procedures
  • Ideally, exposure and experience in negotiations of legal documents and risk and compliance management relating to the asset/investment management industry
  • Strong organisation and attention to detail
  • Continuous improvement & aptitude to develop broad range of skills
  • Critical thinking & investigation skills
  • Disciplined in record keeping & systematising.
  • Strongstakeholder engagement and management

  • Development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits

The Business

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

To Apply

Please submit your resume with a covering letter by clicking on "Apply Now."

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

At Insignia Financial, we have a culture of belonging. We are an 'every person' organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.

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