Senior Investment Operations Manager

GOW Recruitment; Sydney; On-site; AUD 180,000 - 240,000; Full time

Job summary

GOW Recruitment seeks an experienced Senior Investment Operations Manager to lead day-to-day BAU for Investment Operations and drive transformational change. You will build a high-performing team, oversee fund accounting and tax, and champion strong governance and client-centric service.

With 10+ years in asset management or fund administration, you will shape operational strategy, manage key provider relationships, and ensure robust financial reporting and regulatory compliance across the

Qualifications

• 10+ years' experience in asset management, fund administration or related investment ops.
• Extensive fund accounting and fund tax expertise.
• Strong knowledge of Australian investment management regulations.

Responsibilities

• Lead and implement strategic, operational and product-related requirements across Investment Operations.
• Develop and execute the Investment Operations team strategy in line with broader org goals.
• Champion a client-centric culture and strengthen stakeholder relationships.
• Drive continuous improvement to enhance efficiency, effectiveness and performance.
• Oversee TSA activities with governance and delivery outcomes.
• Provide oversight of fund accounting and fund tax management.
• Ensure robust financial reporting processes and outcomes.
• Manage key service provider relationships and performance.
• Maintain governance, controls and regulatory compliance across ops.
• Lead projects and change initiatives across Investment Operations.

Skills

Leadership

Stakeholder management

Operational governance

Change management

Analytical thinking

Education

CPA or CA qualification

Job description

A highly regarded global financial services organisation is seeking an experienced Senior Investment Operations Manager to join its leadership team.
This is a key leadership opportunity for a seasoned investment operations professional to take ownership of the day-to-day BAU function while also playing a pivotal role in driving transformation, implementing strategic change and building a high-performing, collaborative team culture.

Key Responsibilities

• Lead and implement strategic, operational and product-related requirements across Investment Operations.
• Develop and execute the Investment Operations team strategy, while contributing to the broader Operations and Business strategy.
• Champion a strong client-centric culture across the Investment Operations function, strengthening stakeholder relationships and service outcomes.
• Foster a culture of continuous improvement, identifying and implementing initiatives that enhance operational efficiency, effectiveness and performance.
• Oversee and govern Transitional Service Arrangement (TSA) activities, ensuring effective delivery, governance and outcomes.
• Provide oversight of fund accounting, ensuring accuracy, quality and adherence to relevant requirements.
• Lead and oversee fund tax management activities.
• Ensure robust and timely financial reporting processes and outcomes.
• Manage and govern key service provider relationships and performance.
• Maintain a strong focus on operational risk, controls and governance, ensuring appropriate frameworks and processes are embedded.
• Provide support across regulatory and compliance requirements, ensuring ongoing operational adherence to relevant obligations.
• Lead and contribute to projects, transformation and change management initiatives across Investment Operations.
• Maintain strong operational governance and compliance across all relevant regulatory and organisational requirements.

Key Requirements

• 10+ years' experience within asset management, fund administration, custody or a related investment operations environment.
• Extensive experience and strong technical expertise in fund accounting and fund tax.
• Strong understanding of managed funds, unit trust structures and investment operations.
• Comprehensive knowledge of the Australian investment management regulatory environment.
• CPA or CA qualified.
• Highly organised, with the ability to manage competing priorities in a complex and evolving environment.
• Strong problem-solving, research, analytical and decision-making capabilities.
• Superior written and verbal communication skills, with the ability to engage effectively at all levels.
• Demonstrated people leadership and stakeholder management capabilities.
• A flexible, pragmatic and hands-on leadership style, with the ability to operate effectively at both strategic and operational levels.
• A proven track record of delivering operational improvements and successfully managing change.

The Opportunity

This is a key leadership appointment within a highly regarded global financial services organisation. It represents an excellent opportunity for an experienced investment operations professional who is looking to take the next step in their career, influence meaningful change and work alongside some of the industry's most accomplished professionals.

The successful candidate will have the opportunity to shape the future of the Investment Operations function, drive operational excellence and make a meaningful impact across the broader organisation.