Non-Custodial Investment Operations Leader

Colonial First State; Melbourne; On-site; AUD 140,000 - 180,000; Full time

Benefits offered by this job

Birthday leave

Employer superannuation

Life Leave

Sonder wellbeing app access

BUPA health insurance

Counselling services

Job summary

Colonial First State (CFS) is seeking a senior operations leader in Melbourne to manage a non-custody investment administration team. You will drive performance, onboarding, and lifecycle events while ensuring risk controls and data integrity across systems.

You will partner with advisers and external providers, escalating issues and guiding change to deliver seamless client experiences and robust service levels.

Qualifications

• Experience in investment operations, custody, wrap platforms or non-custody investment services.
• Demonstrated experience leading, coaching and developing operational teams.
• Strong understanding of investment products, transaction lifecycles, asset servicing and cash management.
• Strong knowledge of operational risk, controls, reconciliations and exception management.
• Proven ability to manage competing priorities and lead teams through change.
• Strong stakeholder management, analytical, problem-solving and decision-making skills.
• Advanced communication skills, with the ability to influence and build credibility across business and external stakeholder groups.

Responsibilities

• Lead, coach and develop a team of Analysts and Senior Analysts responsible for non-custody investment administration activities
• Manage day-to-day operational performance, workload allocation, service levels and team capacity
• Oversee client and asset onboarding activities, ensuring compliance with eligibility requirements, business rules and operational controls
• Provide oversight of non-custody transactions, including purchases, redemptions, capital calls, distributions, corporate actions and other investment lifecycle events
• Ensure effective management of cash, asset and transaction reconciliations, including timely resolution of exceptions and operational incidents
• Oversee valuation, pricing, asset and transaction data integrity across relevant systems and service providers
• Maintain strong operational relationships with advisers, investment providers and external service providers to facilitate efficient service delivery
• Act as the primary escalation point for all operational matters, service issues and client impacts

Skills

Investment operations

Team leadership

Stakeholder management

Change management

Analytical skills

Communication

Job description

Colonial First State (CFS) is seeking a senior operations leader in Melbourne to manage a non-custody investment administration team. You will drive performance, onboarding, and lifecycle events while ensuring risk controls and data integrity across systems.

You will partner with advisers and external providers, escalating issues and guiding change to deliver seamless client experiences and robust service levels.