Investment Operations Manager - Portfolio Reconstructions

Michael Page Australia; Council of the City of Sydney; On-site; AUD 120,000 - 150,000; Full time

Job summary

A leading financial services firm in Sydney is seeking a Senior Manager - Investment Operations to oversee a team and manage complex portfolios. This role involves ensuring compliance, improving processes, and mentoring staff. The ideal candidate will have a strong background in investment operations and excellent problem-solving skills. A permanent position offers opportunities for professional growth in a collaborative work environment.

Benefits

Opportunities for professional growth

Collaborative work environment

Convenient location with public transport access

Qualifications

• Strong background in investment operations within the financial services industry.
• Proficiency in managing transitions and reconstructions for complex portfolios.
• Excellent understanding of financial regulations and compliance standards.
• Advanced analytical and problem-solving skills.
• Strong communication and stakeholder management abilities.
• High-level proficiency in relevant financial systems and tools.
• Results-oriented approach with a focus on accuracy and efficiency.

Responsibilities

• Lead and manage a team of Portfolio Reconstruction Associates.
• Oversee accurate portfolio reconciliations, valuations, and reporting.
• Ensure operational excellence and compliance with controls.
• Act as escalation point for complex client queries.
• Drive process improvements, automation, and efficiency.
• Collaborate with technology teams to enhance workflows.
• Mentor team members and contribute to strategic initiatives.

Skills

Investment operations experience

Transition management

Financial regulations knowledge

Analytical skills

Communication skills

Stakeholder management

Financial systems proficiency

Job description

Overview

Senior investment operations role with direct exposure to complex portfolios. Join a leading wealth management firm where your technical expertise will be applied.

About Our Client

Our client is a leading Australian financial services and technology group, recently expanded through the acquisition of a portfolio administration business. They provide advisers with a comprehensive platform for portfolio administration, reporting, and investment solutions, serving clients across retail, high-net-worth, and family office segments.

Job Description

• Lead and manage a team of Portfolio Reconstruction Associates.
• Oversee accurate portfolio reconciliations, valuations, and reporting.
• Ensure operational excellence and compliance with controls and governance.
• Act as escalation point for complex client and internal queries.
• Drive process improvements, automation, and efficiency initiatives.
• Collaborate with Technology and other teams to enhance systems and workflows.
• Mentor team members and contribute to broader strategic initiatives.

The Successful Applicant

A successful Manager - Investment Operations (Transitions & Reconstructions) should have:

• A strong background in investment operations within the financial services industry.
• Proficiency in managing transitions and reconstructions for complex portfolios.
• Excellent understanding of financial regulations and compliance standards.
• Advanced analytical and problem-solving skills.
• Strong communication and stakeholder management abilities.
• High-level proficiency in relevant financial systems and tools.
• A results-oriented approach with a focus on accuracy and efficiency.

What's on Offer

• Permanent position within a respected financial services organisation.
• Opportunities for professional growth and development.
• Collaborative and supportive work environment.
• Convenient location with access to public transport.