Senior Investment Operations & Onboarding Analyst

NGS Super; Sydney; On-site; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Additional leave entitlements

Personal & professional development

Health & wellbeing programs

Job summary

NGS Super is seeking a Senior Investment Operations Analyst to support onboarding and offboarding of investments and changes to the Fund’s structure. You’ll work with investment managers and service providers to coordinate implementation activities, ensure documentation and account setups are completed accurately and on time.

You’ll also contribute to investment reporting, unit pricing, risk and compliance processes, helping the Fund meet regulatory obligations while delivering reliable

Qualifications

• Qualifications in Accounting, Commerce, Economics or Finance, or equivalent experience.
• Knowledge of the superannuation industry, legislation and fund features.
• Commitment to achieving strong outcomes for members and employers.
• Ability to interpret financial and economic data.
• Experience supporting investment onboarding, offboarding and transitions.
• Experience with private markets and complex fund structures.
• Experience managing outsourced provider relationships.
• Attention to detail and strong written and verbal communication.
• Experience using AI and automation tools to improve processes.

Responsibilities

• Support Board/Investment Committee decisions including manager appointments and terminations.
• Coordinate onboarding and offboarding of investment managers and structures.
• Manage account opening, market registrations, AML/KYC docs, and system setup.
• Coordinate transitions for new and terminating portfolios.
• Maintain relationships with custodians, managers and service providers.
• Assist in monitoring outsourced provider performance and contractual obligations.
• Prepare and maintain investment operational reports and documentation.
• Identify improvements to investment operations processes and controls.
• Support year-end financial reporting and statutory accounts preparation.

Skills

Onboarding

Offboarding

Investment operations

AML/KYC

Documentation management

Stakeholder comms

Regulatory reporting

Vendor relationships

Education

Accounting degree

Commerce degree

Economics degree

Finance degree

Job description

NGS Super is seeking a Senior Investment Operations Analyst to support onboarding and offboarding of investments and changes to the Fund’s structure. You’ll work with investment managers and service providers to coordinate implementation activities, ensure documentation and account setups are completed accurately and on time.

You’ll also contribute to investment reporting, unit pricing, risk and compliance processes, helping the Fund meet regulatory obligations while delivering reliable