Investment Delivery Leader (14-Month Contract)
Aequitas Investment Partners Pty
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Job summary
Aequitas Investment Partners invites an experienced investment operations leader to head the Investment Delivery function on a 14-month fixed-term contract. You will translate investment decisions into precise execution, oversee governance, platform relationships and client delivery, and lead a team to manage multiple portfolios with strong controls.
You will collaborate with senior investment professionals and stakeholders to maintain high service standards while navigating change and scaling
Qualifications
- Significant experience in investment operations and portfolio implementation.
- Strong background in asset management operations and governance.
- Proven track record in portfolio reporting and stakeholder management.
Responsibilities
- Lead the operational delivery of investment decisions across SMA portfolios and platforms.
- Oversee portfolio changes, trade coordination, and implementation controls.
- Coordinate onboarding of new clients and portfolios with mandates.
- Manage platform due diligence, onboarding, and compliance processes with partners.
- Oversee Investment Committee papers, governance documents, and records.
- Drive process improvements to increase efficiency and scalability.
Skills
Tools
Job description
Aequitas Investment Partners invites an experienced investment operations leader to head the Investment Delivery function on a 14-month fixed-term contract. You will translate investment decisions into precise execution, oversee governance, platform relationships and client delivery, and lead a team to manage multiple portfolios with strong controls.
You will collaborate with senior investment professionals and stakeholders to maintain high service standards while navigating change and scaling
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