Senior Operations Analyst

Evolution Trustees Limited; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work arrangements

Learning & development budget

Volunteering days

Team events (drinks and lunches)

Health and wellbeing cash supplement

Employer-funded mobile phone

Partner flights for interstate travel

Daily breakfast

Job summary

Evolution Trustees Limited in Sydney is seeking a Senior Operations Analyst to support the delivery of trustee and Responsible Entity services across a diverse portfolio of managed investment schemes and wholesale structures. Working with senior team members and external service providers, you will assist with fund establishment, ongoing administration and regulatory obligations.

This role offers valuable exposure to fund structures and client engagement within a growing corporate trustee

Qualifications

• 4–6 years’ experience in audit, business services, fund services or registry.
• Strong technical foundation in financial reporting, controls and compliance.
• Excellent written and verbal communication skills, with the ability to build trusted client relationships and work effectively across team.

Responsibilities

• Support the delivery of trustee and Responsible Entity services across managed investment schemes and wholesale structures.
• Assist with the establishment and ongoing administration of schemes, including reviewing key fund and offer documentation.
• Review fund-related reporting, including financial statements, tax statements and compliance documentation.
• Liaise with fund managers, administrators, auditors, legal and tax advisers to coordinate and review deliverables.
• Monitor compliance and governance obligations, ensuring reporting and system tasks are completed accurately and on time.
• Identify operational issues and contribute to process improvements and efficiency initiatives.
• Build effective working relationships with clients and internal stakeholders, including participation in client meetings.
• Assist with business development activities, including proposal preparation and broader firm initiatives.

Skills

Audit experience

Financial reporting

Regulatory compliance

Client relationship

Cross-team collaboration

Education

CA/CPA qualification preferred

Job description

About Us:
AtEvolution Trustees, we’re a rapidly growing corporate trustee offering a wide range of fiduciary services to major domestic and international institutions, including pension funds, asset managers, insurance companies, banks, and property investment firms. We partner with leading lawyers, fund administrators, and advisors to deliver solutions and manage complex transactions for various fund structures. Our focus is on achieving positive, long-term outcomes for investors while delivering exceptional service.

As a team, we embrace innovation and continually strive to improve. We are seeking a Senior Operations Analyst to join our expanding Sydney office. This role is particularly well suited to an experienced professional with a background in professional services, audit, fund administration, registry or related financial services, who is looking to transition into a corporate trustee environment and broaden their exposure across fund governance and operations.

For more about us, visit:www.evolutiontrustees.com.au

What We Do:
We provide fiduciary services to a diverse client base, including:

• Fund and asset managersboth locally and internationally.
• Registered schemeswith large numbers of individual unitholders.
• Wholesale schemes, including private equity, traded investments, and property trusts.
• International investorsin significant Australian property transactions.
• Smallerbespoke mattersrequiring tailored solutions.

Role Overview:

As a Senior Operations Analyst, you will support the delivery of trustee and Responsible Entity services across a diverse portfolio of managed investment schemes and wholesale structures. Working closely with senior team members, clients and external service providers, you will assist with fund establishment, ongoing administration and regulatory obligations.

This role offers valuable exposure to fund structures and client engagement within a growing corporate trustee environment, with the opportunity to develop your career in a collaborative and supportive team.

Key Responsibilities:

• Support the delivery of trustee and Responsible Entity services across managed investment schemes and wholesale structures.
• Assist with the establishment and ongoing administration of schemes, including reviewing key fund and offer documentation.
• Review fund-related reporting, including financial statements, tax statements and compliance documentation.
• Liaise with fund managers, administrators, auditors, legal and tax advisers to coordinate and review deliverables.
• Monitor compliance and governance obligations, ensuring reporting and system tasks are completed accurately and on time.
• Identify operational issues and contribute to process improvements and efficiency initiatives.
• Build effective working relationships with clients and internal stakeholders, including participation in client meetings.
• Assist with business development activities, including proposal preparation and broader firm initiatives.

About Us:
AtEvolution Trustees, we’re a rapidly growing corporate trustee offering a wide range of fiduciary services to major domestic and international institutions, including pension funds, asset managers, insurance companies, banks, and property investment firms. We partner with leading lawyers, fund administrators, and advisors to deliver solutions and manage complex transactions for various fund structures. Our focus is on achieving positive, long-term outcomes for investors while delivering exceptional service.

As a team, we embrace innovation and continually strive to improve. We are seeking a Senior Operations Analyst to join our expanding Sydney office. This role is particularly well suited to an experienced professional with a background in professional services, audit, fund administration, registry or related financial services, who is looking to transition into a corporate trustee environment and broaden their exposure across fund governance and operations.

For more about us, visit:www.evolutiontrustees.com.au

What We Do:
We provide fiduciary services to a diverse client base, including:

• Fund and asset managersboth locally and internationally.
• Registered schemeswith large numbers of individual unitholders.
• Wholesale schemes, including private equity, traded investments, and property trusts.
• International investorsin significant Australian property transactions.
• Smallerbespoke mattersrequiring tailored solutions.

Role Overview:

As a Senior Operations Analyst, you will support the delivery of trustee and Responsible Entity services across a diverse portfolio of managed investment schemes and wholesale structures. Working closely with senior team members, clients and external service providers, you will assist with fund establishment, ongoing administration and regulatory obligations.

This role offers valuable exposure to fund structures and client engagement within a growing corporate trustee environment, with the opportunity to develop your career in a collaborative and supportive team.

Key Responsibilities:

• Support the delivery of trustee and Responsible Entity services across managed investment schemes and wholesale structures.
• Assist with the establishment and ongoing administration of schemes, including reviewing key fund and offer documentation.
• Review fund-related reporting, including financial statements, tax statements and compliance documentation.
• Liaise with fund managers, administrators, auditors, legal and tax advisers to coordinate and review deliverables.
• Monitor compliance and governance obligations, ensuring reporting and system tasks are completed accurately and on time.
• Identify operational issues and contribute to process improvements and efficiency initiatives.
• Build effective working relationships with clients and internal stakeholders, including participation in client meetings.
• Assist with business development activities, including proposal preparation and broader firm initiatives.

Requirements

Key Skills & qualifications:

• 4–6 years’ experience in audit, business services, fund services or registry
• Strong technical foundation in financial reporting, controls and compliance
• Excellent written and verbal communication skills, with the ability to build trusted client relationships and work effectively across team.
• Strong analytical and problem-solving skills, with sound judgment.
• Well-developed organisational skills and the ability to manage competing priorities
• Proven ability to build and maintain effective relationships with a range of stakeholders.
• CA/CPA qualification preferred but not essential. Candidates currently working towards qualification, or with equivalent practical experience, are encouraged to apply. Our team includes experienced Chartered Accountants from Big 4 and large firm backgrounds, and we provide structured mentoring and support through the CA program where required.

Benefits

Why Evolution Trustees?

• Career Growth:As a growing organisation, we offer numerous opportunities for career development and professional advancement.
• Professional Development:Supported CA/CPA pathways and annual fees, L&D budgets, and exposure to complex client work.
• Collaborative Environment: Work alongside a team of professionals in a supportive, collaborative atmosphere where your contributions make a real difference.
• Flexibility:Hybrid work arrangements and supportive, collaborative culture.
• Attractive Benefits:
  • Personal learning and development budget to foster your growth.
  • Volunteering days to give back to your community.
  • Regular team events, such as drinks and lunches.
  • Health and wellbeing cash supplement to support your physical and mental health.
  • A well-stocked pantry and daily breakfast to keep you energised.
  • Employer-funded mobile phone for work convenience.
  • Partner flights for interstate travel.

Ready to Join Us?
If you’re looking for a rewarding opportunity in a growing company where your contributions will directly impact the business,Evolution Trusteesoffers a dynamic and supportive environment. Apply now to become part of a forward-thinking team that values collaboration, innovation and client-focused service.

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