Senior Analyst, Investment Services and Solutions Location: Sydney, NSW, AU, 2000 Employment Type: Permanent Full Time Please note that our offices will be closed from 20th December 2024 to 3rd January 2025, and the Talent Acquisition team will respond to applications from the 6th January 2025 onwards.
Thank you for your patience and see you in the New Year.
Join a diverse and high-performing team with a flexible work culture Permanent Full-Time role Location NSW The opportunity to join our team The Investment Services and Solutions team (IS&S) within MLC Asset Management Services provides operational management and support to the Asset Management business units in the achievement of their objectives.
IS&S manages the operational and investment obligations imposed under Investment Management Agreements, Advisory Agreements, and Principal Investment Advisory Agreements.
This role serves part of a critical function covering onboarding of investment managers related to account opening and preparation of documentation lodgement.
Key responsibilities: Onboard Investment Managers on custodial accounts Assist in the conduct of execution, maintenance, and management of documentation related to investment manager agreements.
Manage internal stakeholders' expectations of the onboarding timeline.
Work with the legal team on matters related to compliance issues and review of contractual agreements.
Monitor investment managers to ensure compliance with agreements and any regulatory requirements.
Maintain Powers of Attorney & Authorisations Register.
Maintain up-to-date process documentation.
Administer the proxy voting process to ensure casting of votes is implemented accurately and correctly.
Initiate and implement areas for process improvement.
What you will bring: Tertiary qualifications in Accounting, Finance, Legal, or a related discipline.
Proven experience with knowledge of the investment management industry with strong experience in investment operations, documentation, and/or compliance.
Experience with regulatory monitoring (ASIC/APRA), investment and performance analysis, and due diligence.
Good understanding of global markets account opening requirements and procedures.
Ideally, exposure and experience in negotiations of legal documents and risk and compliance management relating to the asset/investment management industry.
Audit or internal audit experience at a custodian or fund manager and an understanding of controls review.
Strong organization and attention to detail.
Continuous improvement and aptitude to develop a broad range of skills.
Critical thinking and investigation skills.
Disciplined in record-keeping and systematizing.
Make your move.
Make your mark.
What gets us excited about working here?
Helping people do more with their money.
From those starting out to those retiring.
As your team, we'll show up for you and together we will create financial wellbeing for every Australian.
Because we know people who are confident about their financial future live better lives.
If this sounds like your kind of career, you sound like our kind of person.
Here, you'll be making a positive impact in people's lives straightaway – and every day.
The first point of contact for our clients whenever they need support.
Along the way, you'll be free to learn new skills, grow, and get great things done.
Around here, we like to call it "putting our fingerprints on the future." Showing up for every Australian We're one of Australia's leading financial wellbeing organizations, helping people feel good about their money.
This starts by helping our people feel good about working here.
That means flexibility, plenty of opportunity, and celebrating all the unique things that make you, you – what matters to you, matters to us.
To Apply Read more here about why you should join our team.
Applicants will be required to provide evidence of their eligibility to work in Australia and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team.
If you need assistance or an adjustment during the application process, please reach out and let us know.
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