Fund Operations Lead - Global Team & AI-Driven Growth

Keegan Adams Recruitment; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Keegan Adams Recruitment is seeking a Fund Operations Executive for a leading global Investment Management firm in Sydney. The role is hands-on with core fund operations and progresses toward overseeing an offshore team, with a clear path to a senior leadership position.

You will drive efficiency by leveraging AI tools and collaborate with investment, PM, product and legal teams. Ideal candidates have a strong fund operations background, with experience in private credit, fixed income or bonds,

Qualifications

• Strong background in fund operations.
• Experience in private credit, fixed income or bonds is highly regarded.
• Experience dealing directly with custodians, administrators and counterparties.
• Leadership potential to step into a team lead role.
• Interest and demonstrated experience in using AI/technology to work smarter and enhance productivity.
• Exposure to global offices and the wider investment management business.

Responsibilities

• Run core onshore fund operations including reconciliations, drawdowns, payments, KYC and fund structure set-ups.
• Work closely with the investment, portfolio management, product and legal teams.
• Manage relationships with external custodians and fund administrators, and resolve exceptions as they arise.
• Learn the offshore processes hands-on, then move into oversight and escalation management for the offshore team.
• Provide leadership and support to the offshore team, and to global offices, as the team grows.
• Look for ways to use AI tools to improve efficiency, such as data collation, drafting communications and streamlining processes.

Skills

Fund operations

Private credit

Fixed income

Bonds

Custodians & fund admins

Leadership

AI/technology for productivity

Global offices exposure

Job description

Keegan Adams Recruitment is seeking a Fund Operations Executive for a leading global Investment Management firm in Sydney. The role is hands-on with core fund operations and progresses toward overseeing an offshore team, with a clear path to a senior leadership position.

You will drive efficiency by leveraging AI tools and collaborate with investment, PM, product and legal teams. Ideal candidates have a strong fund operations background, with experience in private credit, fixed income or bonds,