Investment Operations / Process Improvement Analyst

Kaizen Recruitment; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Job summary

Kaizen Recruitment is seeking a junior Investment Operations / Process Improvement Analyst in Melbourne. You will design and implement automation tools to streamline middle office processes, while handling daily operations, reconciliations and client reporting.

The role emphasizes data extraction, transformation, and building an in-house database, with opportunities to work across systems and reporting tools such as Power BI.

Qualifications

• Ability to build and integrate automation tools using mainstream toolsets.
• Experience in database design, data loading, SQL queries and reporting with Power BI.
• 1+ years’ experience in investment operations or middle office.
• Exceptional attention to detail and strong organisational capabilities.
• Analytical and problem-solving mindset.

Responsibilities

• Design, build and integrate automation tools to streamline middle office processes.
• Extract, transform and connect data across internal systems to support automation and analysis.
• Contribute to in-house database design, loading, extraction and reporting.
• Assist with daily operational tasks including reconciliations, actions and trade monitoring.
• Prepare client reports and support internal reporting requirements.

Skills

Automation tooling

Data analysis

Attention to detail

Organisational skills

Problem solving

Tools

SQL

Python

Java

JavaScript

VBA

Power Automate

Power BI

Job description

Investment Operations / Process Improvement Analyst

The Company

My client is an award-winning Australian investment manager who offer a broad range of investment strategies to meet the needs of a diverse investor base. They have offices in Melbourne and Sydney and a team which genuinely enjoys working with each other and who are collaborative and supportive in their approach.

They currently seek a junior level candidate to fill a unique role in the business. 80% of the role will involve designing and implementing automation tools which enhances team productivity with the remaining 20% spent on middle office BAU tasks.

The Role

Data, Automation & Tool Development

• Design, build and integrate automation tools that streamline Middle Office processes including reconciliation, reporting and data validation.
• Extract, transform and connect data across internal systems and administrator reporting to support automation and analysis.
• Contribute to the design, build and implementation of an in-house database, including data preparation and loading, extraction and reporting.

Investment Operations and Middle office

• Assist with daily operational tasks including: Cash and security reconciliations, Corporate actions processing and trade monitoring and settlement.
• Maintain accurate portfolio data within IRESS IPS and other internal systems.
• Assist with monitoring portfolio compliance mandates within the portfolio management system.

Reporting & Data Support

• Assist with preparing client reports including monthly and quarterly reporting.
• Extract and prepare portfolio and performance data from internal systems.
• Support internal reporting requirements for the investment and client services teams.

The Candidate

• Demonstrated ability to build and integrate tools that automate manual processes, using any mainstream toolset (e.g. SQL, Python, Java, JavaScript, VBA, Power Automate).
• Experience in designing and building a database, preparing and loading data, writing SQL queries and reporting through tools such as Power BI.
• 1+ years’ experience in investment operations, investment administration or a middle office role.
• Exceptional attention to detail and strong organisational capabilities.
• Strong analytical and problem-solving skills, with a naturally inquisitive mindset.