Investment Operations Specialist - Investment Control

Lawson Delaney; Sydney; On-site; AUD 120,000 - 160,000; Full time

Job summary

Lawson Delaney in Australia is seeking an Investment Operations Specialist - Investment Control to support the Investment Operations team. The role focuses on monitoring service delivery, mandate compliance, and risk management within asset allocation.

You will own end-to-end Investment Operations activities, provide senior judgement, and contribute to reporting for decision making; the culture emphasizes collaboration, learning, and career development.

Qualifications

• Significant experience in investment operations
• Experience in superannuation, investment management, custody, or platform businesses
• Ability to own operational processes and influence stakeholders

Responsibilities

• Monitor custodian and third-party investment manager service delivery to ensure positive outcomes and adherence to service standards.
• Investigation, management and reporting of mandate compliance breaches using information provided by the custodian and external investment managers.
• Proactively monitor and identify risks associated with compliance of the fund's asset allocation.
• Generation and analysis of complex reporting material to support senior level decision making.
• Preparation of reports on mandate compliance, securities lending and counterparty exposure to the Management Investment Committee and Board.
• 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.

Skills

Investment operations

Process ownership

Influencing skills

Adaptable mindset

Job description

Investment Operations Specialist - Investment Control

Investment Operations Specialist - Investment Control
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 operations and be a support across the core Investment Operations activities.
Key Responsibilities

• Monitor custodian and third-party investment manager service delivery to ensure positive outcomes and adherence to service standards.
• Investigation, management and reporting of mandate compliance breaches using information provided by the custodian and external investment managers.
• Proactively monitor and identify risks associated with compliance of the fund's asset allocation.
• Generation and analysis of complex reporting material to support senior level decision making.
• Preparation of reports on mandate compliance, securities lending and counterparty exposure to the Management Investment Committee and Board
• 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.

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

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