Investment Operations / Process Improvement Analyst

The Company
  
My client is an award-winning Australian investment manager who offer a broad range of investment strategies to meet the needs of a diverse investor base. They have offices in Melbourne and Sydney and a team which genuinely enjoys working with each other and who are collaborative and supportive in their approach.
  
They currently seek a junior level candidate to fill a unique role in the business. 80% of the role will involve designing and implementing automation tools which enhances team productivity with the remaining 20% spent on middle office BAU tasks.
  
The Role
  
Data, Automation & Tool Development

• Design, build and integrate automation tools that streamline Middle Office processes including reconciliation, reporting and data validation.
• Extract, transform and connect data across internal systems and administrator reporting to support automation and analysis.
• Contribute to the design, build and implementation of an in-house database, including data preparation and loading, extraction and reporting.

Investment Operations and Middle office

• Assist with daily operational tasks including: Cash and security reconciliations, Corporate actions processing and trade monitoring and settlement.
• Maintain accurate portfolio data within IRESS IPS and other internal systems.
• Assist with monitoring portfolio compliance mandates within the portfolio management system.

Reporting & Data Support

• Assist with preparing client reports including monthly and quarterly reporting.
• Extract and prepare portfolio and performance data from internal systems.
• Support internal reporting requirements for the investment and client services teams.

 
The Candidate   

• Demonstrated ability to build and integrate tools that automate manual processes, using any mainstream toolset (e.g. SQL, Python, Java, JavaScript, VBA, Power Automate).
• Experience in designing and building a database, preparing and loading data, writing SQL queries and reporting through tools such as Power BI.
• 1+ years’ experience in investment operations, investment administration or a middle office role.
• Exceptional attention to detail and strong organisational capabilities.
• Strong analytical and problem-solving skills, with a naturally inquisitive mindset.

If you are interested in learning more about this opportunity, please contact Julian Soames on [0412 123 682](tel:0412 123 682) or at [email protected], or apply via the link below.