Senior Manager - Investment Control & Operations

Job Title: Senior Manager - Investment Control & Operations
Contract Type: Permanent
Location: Sydney
Industry: Accounting & Finance
Reference: 783403
Contact Name: Matt Crossley
Contact Email:
Job Published: 07 September 2021


Our client is a highly successful mid sized Financial Services organisation with a true breadth of investments across private equity to active funds. Reporting directly to the local Head of Operations, you will be across a range of Middle Office services, ensuring compliance with operating procedures, policies and guidelines and ensuring the timely completion of accurate client deliverables.

Responsibilities include:
  • Adopt a client centric, solutions-based sales approach to day-to-day investment operations
  • A ‘big picture’ understanding of funds management back office operations
  • Work closely with internal teams and co-ordinate and ensure co-operation and open communication lines
  • Develop, review and update various operations policies, guidelines, control documents, and procedures, with a view to improve efficiency and accuracy. 
  • Meet and present to investors/advisors as needed
  • Ensure adequate controls are in place to ensure all obligations are met regarding transactions and reporting
  • Ensure compliant at all times as trustee of the offering
  • Liaise as needed with the offering’s third party service providers
  • Champion the brand and business and provide product structuring feedback

Candidate profile:
  • Relevant bachelor’s degree (e.g. Finance, Commerce, Accounting, Law, Economics) with ideally, a post graduate qualification relevant to the wholesale market (e.g. Graduate Diploma of Applied Finance & Investments or CFA or CIMA, etc.)
  • 10yrs+ experience in the Funds Management operations environment
  • An ability to problem solve and work with multiple parties to ensure a successful offering
  • A full understanding of the investment management industry and third-party relationships.
  • Excellent communication and relationship management skills.
  • Passionate about funds management and investment markets.
  • Self-driven
  • The ability to continually improve processes and controls to drive a positive commercial outcome.
To register your interest, please apply by following the prompts and sending an up to date copy of your CV. For further information or a confidential career discussion please call Matthew Crossley on 0404 693 509

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