Full time
Alpha Investment Management is an independently rated boutique asset manager developing and managing a range of investment solutions for multiple clients. Our portfolios are based on original research and incorporate the use of direct securities and managed funds. Alpha works closely with its parent, Infocus Wealth Management Ltd, a national financial advisory group.
Infocus' mission is to make it easier for financial advisers to very efficiently provide high quality tailored advice to their clients. We have intentionally and actively developed and positioned our infrastructure and people to support a full end-to-end advice, execution and client service proposition. Alpha's role in this mission is to ensure that the products and portfolios our clients invest in are best-of-breed and true to label and achieve the intended objectives whilst providing an informed and transparent communications experience for our investors.
We are passionate about providing a workplace that empowers and develops staff, as we challenge each other to be professional, innovative and confident. We are committed to ensuring we have a strong team culture that inspires our people to love their work and grow professionally and personally.
The Role:We are seeking a detail-oriented Investment Operations Analyst to join our team. The successful candidate will work at the coal face of investment and performance reporting with a focus on report creation and delivery as well as innovating to improve and evolve our reporting infrastructure to increase capacity, efficiency and client experience. You will produce monthly investment reports, update and create portfolio data, assist in drafting monthly product commentary, and support the operations of our investment research and product governance functions.
Our ideal candidate will lead the day-to-day operational functions to support our investor & financial adviser reporting experience for the full suite of Alpha's Investment Solutions, ranging from our multi-asset managed funds through to our range of managed accounts and private client portfolios.
Key Responsibilities:Compile and record investment data and materials to assist with monitoring investments (performance and governance), ensuring outputs and information generated from databases and systems are accurate, timely, and fit for purpose.Create investor-facing product factsheets and updates for a range of Alpha Investment Solutions.Work closely with the Alpha team to improve processes and data management.Assist with the execution of Infocus' Investment Governance Framework, including operational due diligence and ongoing investment analysis and monitoring.Prepare investment governance reports to Investment Committees, Boards, and regulators.Synthesize performance data for Alpha Managed Accounts in preparation for quarterly investor reports.Develop investor communications regarding portfolio changes in response to market, economic and geopolitical events.Participate in implementing a range of investment transactions within Superannuation and Investment Platforms.Prepare papers for and attend investment committee meetings for Alpha's private investment mandate clients.Contribute to submissions to superannuation trustees for launching a range of Managed Accounts on Investment/Superannuation Platforms.What You'll Need to Succeed:Tertiary qualification in Economics, Finance or Commerce;Previous experience in a related role and/or a keen interest in funds management would also be a plus;Great communication skills both written and verbal to assist in the drafting of the investor facing reports;Exceptional analytical, data manipulation, and Microsoft Excel skills, including creation and use of Macros/VBA and formulas;High level of attention to detail and organisation, as a natural problem solver with an analytical mind;Previous experience with specialist investment management programs and Morningstar Direct will be looked upon favourably.If you are interested in joining our team and furthering your career in lending and financial services, please apply via Seek. Please include your academic transcript with your application.
If you have not heard back from us within two weeks, please consider your application unsuccessful.
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