Investment Operations Manager - Melbourne, Australia - B & K Consulting

B & K Consulting
B & K Consulting
Verified Company
Melbourne, Australia

2 weeks ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter


Description

Investment Operations Manager - Industry Super Fund:

Melbourne VIC

Full time

$165,000 - $175,000 Annually

  • Join a dynamic leading superannuation fund with a focus on growth and retention
  • A varied role that welcomes initiative and collaboration
  • A tightknit culture

Investment Operations Manager:


At B&K Consulting, we are currently seeking an experienced Investment Operations Manager to join a leading superannuation fund in the transport and logistics industry.

Our client is a fund focused on growth and retention and achieving the best retirement outcomes for members.

As the Investment Operations Manager, you will play a crucial role in ensuring the Fund meets its investment obligations and manages risk effectively.


Responsibilities:


  • Maintain investment fee calculations for PDS production and formally sign off prior to publication
  • Manage a partnership relationship with custodian and investment managers with a focus on issue resolution, improvement opportunities, and managing SLAs
  • Coordinate the establishment and closure of accounts through the Custodian
  • Monitor investment portfolio liquidity and prepare operational cash flow forecasts
  • Oversee quality assurance of custodian investment performance reporting
  • Complete, review and reconcile APRA reporting relating to Investments (SPS500 and 700 series) prior lodgement and resolve any discrepancies
  • Project manage the delivery of the Superannuation Data transformation project

Requirements:


  • Significant and practical experience gained within a superannuation fund, investment manage, or custodian environment
  • Solid understanding of financial markets, instruments, and processes
  • Exceptional problemsolving and influencing skills
  • A professional, cooperative, practical, and proactive mode of working
  • Sound negotiation skills performed with tact and diplomacy
  • Extraordinary written and verbal communication skills concise, confident, and accurate
  • Proven capability in project management
  • A tertiary qualification in Finance, Accounting or a related discipline is desirable


If you are looking to join a warm and welcoming industry super fund with a genuinely close and team focused environment, then please feel free to apply.


Reference number:


BBBH2512_
Profession:

Insurance & Superannuation
Superannuation


Company:


B & K Consulting
Date posted:

18th May, 2023

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