Investment Operations - Investment Implementation Specialist

Frontier Advisors; Sydney; On-site; AUD 110,000 - 150,000; Full time

Job summary

Frontier Advisors is seeking an Investment Operations - Investment Implementation Specialist to support the Investment Operations team with a focus on client onboarding and implementation activities.

The role involves leading onboarding, coordinating due diligence, ensuring investment execution coverage, and owning end-to-end delivery of Investment Operations tasks, while serving as a senior execution point for the team.

Qualifications

• Proven experience with operational due diligence.
• Significant experience in investment or fund operations.
• Experience in superannuation, investment management, custody or platform businesses.
• Strong judgement and stakeholder management skills.
• Adaptable mindset with excellent influencing skills.

Responsibilities

• Lead and support client onboarding and transition activities with custodians, investment managers and service providers.
• Coordinate operational due diligence with internal and external parties.
• Investment execution and operational coverage.
• Own end-to-end delivery of defined Investment Operations activities.
• Act as a senior point of execution and judgement for Investment Operations.

Skills

Operational due diligence

Investment operations

Stakeholder management

Ownership of processes

Influencing skills

Job description

Investment Operations - Investment Implementation Specialist

Position Objective

The role will play a critical role in supporting the Investment Operations team. This role is intended to add knowledge and experience of Investment Implementation and operational due diligence and practical backup across core Investment Operations activities with a particular focus on client onboarding and implementation activities.

Key Responsibilities

• Lead and support client onboarding and transition activity by working with internal stakeholders as well as custodians, investment managers and service providers
• Coordinate operational due diligence with internal and external parties
• Investment execution and operational coverage
• Own end to end delivery of defined Investment Operations activities
• Act as a senior point of execution and judgement in matter relating to Investment Operations.

Why Frontier?

Our purpose is to empower clients to advance prosperity. Our work is guided by three values:

• Be honest and courageous: act with integrity and challenge the status quo in pursuit of better solutions.
• Be at the forefront: apply curiosity, innovation and professional excellence.
• Be amazing together: embrace collaboration, camaraderie and diversity of thought.

You will join a positive, collaborative and flexible culture with access to interesting work, ongoing learning, professional development, mentoring and career-development opportunities.

Knowledge/Skills/Experience

• Proven experience with operational due diligence experience
• Significant experience in investment or fund operations, ideally in superannuation, investment management, custody, or platform businesses
• Strong judgement and stakeholder management skills
• Proven ability to take ownership for operational processes
• Adaptable mindset with excellent influencing skills