Senior Manager, Investment Implementation and Operations

NSW Trustee and Guardian; Sydney; On-site; AUD 150,000 - 230,000; Full time

Benefits offered by this job

Flexible work options

Study leave and acting opportunities

Fitness Passport

Employee assistance program

Annual flu vaccinations

Job summary

NSW Trustee and Guardian is seeking a Senior Manager, Investment Implementation and Operations to lead the delivery and oversight of investment operations, common funds and governance frameworks. You will drive strategic initiatives, manage outsourced relationships and ensure compliance with regulatory standards.

The role requires extensive funds management experience, strong leadership and stakeholder engagement across government and industry. A CA or CPA qualification is essential.

Qualifications

• Extensive experience leading investment operations, funds management and financial governance in a complex environment.
• Strong leadership capability with proven ability to lead teams, drive change and build stakeholder relationships.
• Experience managing strategic partnerships, outsourced service providers and contract performance to deliver value-for-money outcomes.
• Exceptional communication and influencing skills, able to present complex information clearly to diverse audiences.
• Demonstrated strategic thinking, prioritisation and delivering high-quality outcomes in a dynamic environment.
• Strong stakeholder engagement across government, industry and executive networks.
• CA or CPA qualified.
• Extensive experience in managing, operating and accounting of large investment portfolios, including cash, hedging, funds and passive strategies.
• At least 10 years' experience within funds management operations

Responsibilities

• Lead the delivery and oversight of investment operations, common funds and investment governance frameworks.
• Drive strategic investment initiatives and manage key service provider relationships.
• Ensure investment services deliver strong outcomes for customers while meeting regulatory requirements.

Skills

Investment ops leadership

Stakeholder engagement

Strategic thinking

Contract management

Leadership

Communication skills

Governance

Education

CA or CPA qualified

Job description

At NSW Trustee and Guardian our purpose is to support the rights, welfare, and interests of the people of NSW. The agency supports the NSW Trustee, the Public Guardian and the Commissioner of Dormant Funds to carry out their statutory functions. We do this by providing a range of customer-centred services, including Will-making, trustee, financial management and guardianship services, including some for the state’s most vulnerable people.

We support over 50,000 customers annually and manage almost seven billion dollars in customer assets. A NSW government agency within the Communities and Justice Portfolio, our services help support and protect people at critical moments in their lives.

Our commitment to diversity

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTQIA+ community and people from culturally diverse backgrounds.

About the team

Financial Performance and Investments comprises teams supporting the financial and investment needs of our clients as well as maintaining, enhancing, and protecting their assets. These services cover the management of properties, shares, investments, and other personal assets; the processing of customer and third-party payments and receipts; the handling of a range of taxation matters; developing financial plans and budgets to support our customers; and providing corporate frameworks, tools and services for Procurement, Project Management Governance, and Budgeting and Reporting to the organisation.

About the role

The Senior Manager, Investment Implementation and Operations leads the delivery and oversight of NSW Trustee and Guardian's investment operations, common funds and investment governance frameworks. The role is responsible for driving strategic investment initiatives, managing key service provider relationships, and ensuring investment services deliver strong outcomes for customers while meeting regulatory and governance requirements.

For more information about the position, view the role description

About you

Application is encouraged if you demonstrate the following skills, knowledge and experience:

• Extensive experience leading investment operations, funds management and financial governance in a complex environment.
• Strong leadership capability, with a proven ability to lead teams, drive change and build collaborative stakeholder relationships.
• Experience managing strategic partnerships, outsourced service providers and contract performance to deliver value-for-money outcomes.
• Exceptional communication and influencing skills, with the ability to present complex information clearly to a range of audiences.
• Demonstrated ability to think strategically, manage competing priorities and deliver high-quality outcomes in a dynamic environment.
• Strong stakeholder engagement skills, with the ability to work effectively across government, industry and executive-level networks.

• CA or CPA qualified.
• Extensive experience in the management, operation and accounting of large investment portfolios, including cash, cash deposits, hedging, managed investment funds and passive investment management strategies.
• At least 10 years' experience within funds management operations

What we offer

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

• work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)
• various leave options (recreation, parental, and flex leave of up to 24 days per year)
• career development including study leave and acting opportunities
• access to Fitness Passport and employee assistance program, and annual flu vaccinations

Be part of something bigger. For more information about joining us, visit the Careers page on our website.

To be eligible for ongoing employment in NSW Trustee and Guardian, you must be an Australian or New Zealand citizen, or an Australian permanent resident.

Read: writing your job application for tips on the application process.

Visit the Capability Application Tool to prepare for the recruitment process by accessing practice applications and interview questions based on the focus capabilities listed in the role description.

For enquiries about the role, please contact Stephen Matthews, Executive Director Finance Performance and Investments via email [e-mail]

Please note:

• Offers of employment will be subject to reference checks and relevant clearances.
• If you need an adjustment in the recruitment process, please contact People and Culture via email at [e-mail]
• A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.

Thank you for your interest in this role. We look forward to receiving your application.