Senior Analyst, Transition Management

Insignia Financial; Sydney; On-site; AUD 140,000 - 190,000; Full time

Job summary

Insignia Financial seeks a Senior Analyst, Transition Management to drive large-scale investment strategy changes and coordinate major asset transitions within Asset Management.

You will work across investment, operations, legal, product, and project teams to ensure efficient delivery, controlled costs, and strong client outcomes.

Qualifications

• Degree in Finance, Economics, Actuarial Studies, Mathematics or related field.
• 5+ years in financial services, wealth management, or asset operations.
• Strong analytical, modelling and Excel capabilities.
• Excellent communication and stakeholder skills.
• Understanding of multi-manager structures and asset transitions.

Responsibilities

• Analyze investment strategy changes and develop transition plans.
• Coordinate large-scale asset movements across portfolios.
• Monitor transition activities for quality and risk mitigation.
• Identify implementation risks and propose practical solutions.
• Oversee external transition managers and governance adherence.
• Collaborate with Asset Management, Operations, Product, Legal, and Fund Accounting teams.

Skills

Analytical skills

Problem-solving

Financial modelling

Advanced Excel

Communication

Stakeholder engagement

Project management

Risk awareness

Education

Finance/Economics/Actuarial/Math

Tools

UNISON

Job description

Drive large-scale investment strategy changes that shape better outcomes for members.

We're seeking an experienced Senior Analyst, Transition Management to play a critical role in delivering two significant strategic transformation initiatives within Asset Management.

This is an exciting opportunity for someone who thrives in a fast‑paced investment environment, enjoys solving complex challenges, and brings strong technical expertise in portfolio transitions, asset movements, and investment implementation.

About the Role

Working closely with investment, operations, legal, product, and project teams, you will lead the successful implementation of complex investment strategy changes while ensuring risks are effectively managed, costs are controlled, and client outcomes remain front of mind. You will be responsible for coordinating large-scale asset transitions, engaging with external investment partners, and ensuring projects are delivered smoothly, efficiently, and with minimal disruption.

Key Responsibilities

• Analyse investment strategy changes and develop effective transition management plans.
• Manage the movement and restructuring of investment assets across portfolios and strategies.
• Coordinate and monitor transition activities to ensure delivery quality, risk mitigation, and successful execution.
• Identify potential implementation risks and develop practical solutions to address them.
• Oversee and evaluate the performance of external transition managers.
• Partner with stakeholders across Asset Management, Operations, Product, Legal, and Fund Accounting teams.
• Ensure compliance obligations and governance requirements are met throughout implementation activities.
• Contribute to broader investment implementation initiatives and projects as required.

You’ll bring

• Degree qualifications in Finance, Economics, Actuarial Studies, Mathematics, Econometrics, or a related discipline.
• 5+ years' experience within financial services, wealth management, investment operations, asset allocation, or portfolio implementation.
• Strong analytical, problem-solving, and financial modelling capabilities.
• Advanced Excel skills, strong verbal and written communication skills.
• Strong understanding of superannuation structures and multi‑manager investment arrangements.
• Experience managing investment strategy changes, portfolio restructures, or asset transitions.
• Knowledge of unit pricing impacts associated with investment changes and in-specie transfers.
• Strong project management and stakeholder engagement capabilities.
• The ability to work under pressure and deliver high‑quality outcomes to tight deadlines.

Highly Regarded

• Experience in Asset Transition Management.
• CFA, Masters of Applied Finance, or similar postgraduate investment qualification.
• Experience with UNISON or comparable fund accounting/unit pricing platforms.
• Understanding of investment taxation implications.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.