Senior Analyst, Investment Transformation and Support
Location: Sydney, NSW, AU, 2000
Employment Type: Permanent Full Time
At Insignia Financial, your voice, ideas and individuality counts
Location Sydney with hybrid working arrangements
Permanent Full-time role
The opportunity to join our team
As a Senior Analyst, you will manage, support, and implement a range of investment and product transitions and restructures across the business along with investment operational support, analysing and documenting project requirements. This role focuses on transformation initiatives impacting the end client investment exposure and performance return outcomes.
Key Responsibilities:
Manage, support and implement investment transition activity involving but not limiting to registry, investment systems, GL, external custodian
Liaison, participation and communication with key finance stakeholders on transformational change.
Planning, coordination and scheduling of implantation tasks minimising risk and costs.
End to end investment operational management from funding, cross investment, unit pricing, distribution, tax and financial reporting.
Proactively support an effective and cooperative relationship across all teams
Ensure successful completion of any transition activity ensuring no incidents, breaches, or any adverse impacts to any teams or end customer
Creating procedure documents where required and cross training and sharing knowledge to colleagues within the team
What you will bring
5+ years' experience in Investment and Finance Operations background with focus on transitional activity or change management.
Degree in Finance or Accounting
Understanding of investment fund structures
Knowledge of Investment systems such as Hiport, Unison and Pcontrol preferred
Proficiency in Visio, Miro, Jira and advanced excel preferred
Experience with project management, analysis, documentation and business requirements
Effective planning and time management to meet key deadlines
Strong analytical and problem-solving skills
Ability to adapt quickly, work under pressure with excellent interpersonal and stakeholder management skills
High attention to detail, strong communication, proactive ownership and accountability
To Apply
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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