- Join a diverse and a high performing team with flexible work culture
- Full-Time Permanent role
- Sydney based - Hybrid working
- Onboarding Investment Manager on custodial account
- Assist in the conduct of execution, maintenance, and management of documentation related to foreign market account opening.
- Manage internal stakeholders' expectation of the onboarding timeline.
- Liaise with legal team on matters regarding foreign market account opening.
- Monitor foreign market compliance.
- Maintain Powers of Attorney & Authorisations Register.
- Maintain up to date process documentation.
- Administer proxy voting process to ensure casting of votes are implemented accurately and correctly.
- Initiate and implement areas for process improvement
- 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.
- 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
- Strong organisation and attention to detail
- Continuous improvement & aptitude to develop broad range of skills
- Critical thinking & investigation skills
- Disciplined in record keeping & systematising.
- Strongstakeholder engagement and management
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
-
Analyst/Senior Analyst
1 week ago
eFinancialCareers Ltd. Sydney, AustraliaAnalyst/Senior Analyst | Operational Risk Frameworks · Macquarie Group Limited Sydney, Australia Posted 1 day ago Permanent Competitive · Analyst/Senior Analyst | Operational Risk Frameworks · Sydney · Join our global Operational Risk Team based in Sydney and provide guidance t ...
-
Analyst/senior Analyst
6 days ago
Efinancialcareers Ltd. Haymarket, Australia Full timeAnalyst/Senior Analyst - Prudential RiskAnalyst/Senior Analyst - Prudential RiskMacquarie Group LimitedSydney, AustraliaPosted 1 day agoPermanentCompetitive · Analyst/Senior Analyst - Prudential Risk · Analyst/Senior Analyst - Prudential RiskSydneyJoin our Prudential Risk team an ...
-
Senior Analyst
2 days ago
Legal Aid NSW Sydney, Australia Full timeSenior Analyst-00009PO6 Temporary Full-Time role up to 30 July 2024 with the possibility of extension · Location: Sydney with hybrid/WFH · Package includes salary $116,211 - $128,061, plus superannuation and annual leave loading. · The Evidence, Evaluation, and Performance te ...
-
Senior Analyst
1 week ago
eFinancialCareers Ltd. Sydney, AustraliaSenior Analyst | Risk Assurance and Advisory, Commodities and Global Markets Finance · Senior Analyst | Risk Assurance and Advisory, Commodities and Global Markets Finance · Macquarie Group Limited Sydney, Australia Posted 1 day ago Permanent Competitive · Senior Analyst | Risk ...
-
Senior Analyst
6 days ago
Efinancialcareers Ltd. Haymarket, Australia Full timeSenior Analyst | Liquidity RiskMacquarie Group LimitedSydney, AustraliaPosted 1 day agoPermanentCompetitive · Senior Analyst | Liquidity Risk · Senior Analyst | Liquidity RiskSydneySenior Analyst | Liquidity RiskThe Group Treasury Liquidity and Markets team has a broad mandate an ...
-
Senior Analyst
4 days ago
Challenger Sydney, Australia Full timeChallenger Limited is an ASX-listed investment management firm managing $105 billion in assets (as at 30 June Life with us is fast moving and always exciting. Together we're driving to deliver our vision to provide our customers with financial security for a better retirement. · ...
-
Senior Analyst
1 week ago
Stockland Sydney, Australia PermanentWe have an opportunity for a Senior Analyst to join the Planning, Reporting & Analysis team at our Sydney Office. · The Opportunity · Reporting to the Senior Finance Manager the role will support across the reporting and analysis of Masterplanned and Land Lease Communities and D ...
-
Analyst/Senior Analyst
1 day ago
Macquarie Sydney, Australia Permanent - Full timeJoin our Credit Risk team and play a key role in the measurement and provisioning of Counterparty Credit Risk (CCR) exposure measurement and methodology. · At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financ ...
-
Senior Analyst
4 days ago
Profusion Group Sydney, Australia Full time$140-$150k pack + bonus · Dynamic and fast-paced work environment · Value-add role with excellent visibility · Company Overview · This diverse financial services business is going through a period of growth. A newly created opportunity has become available in their Business Par ...
-
Senior Analyst
4 days ago
Challenger Limited Sydney, Australia Full timeJoin us as a Senior Analyst in our Group Performance & Analytics team. · Our Performance & Analytics team is a high performing, collaborative and business orientated team that work closely with the Divisions, Treasury and Finance teams to support Challenger's overall strategy. · ...
-
Senior Analyst
2 days ago
Stockland Sydney, Australia Full timeWe have an opportunity for a Senior Analyst to join the Planning, Reporting & Analysis team at our Sydney Office. · The Opportunity · Reporting to the Senior Finance Manager the role will support across the reporting and analysis of Masterplanned and Land Lease Communities and Di ...
-
Senior Analyst
5 days ago
Macquarie Sydney, Australia Full timeSenior Analyst | Liquidity Risk · The Group Treasury Liquidity and Markets team has a broad mandate and is responsible for developing Macquarie's internal liquidity risk frameworks, interpreting and applying the regulatory liquidity framework, as well as monitoring and managing c ...
-
Senior Analyst
6 days ago
Efinancialcareers Ltd. Haymarket, Australia Full timeSenior Analyst | Funds Transfer PricingMacquarie Group LimitedSydney, AustraliaPosted 1 day agoPermanentCompetitive · Senior Analyst | Funds Transfer PricingSydneyThe Funds Transfer Pricing manages the internal mechanism between Group Treasury and the business units to allocate t ...
-
Senior Analyst
6 days ago
Stockland Sydney, Australia Fixed TermWe have an exciting opportunity for a Senior Analyst to join our Sydney Overheads Finance team. This is an initial 6-month fixed-term contract with potential for extension. · The Opportunity · This is a Business Partnering role that will see you working closely with C suite man ...
-
Senior Analyst
4 days ago
Efinancialcareers Ltd. Haymarket, Australia Full timeSenior AnalystCommonwealth Bank of AustraliaSydney, Australia · Senior AnalystCommonwealth Bank of AustraliaSydney, AustraliaPosted 3 days agoPermanentCompetitive · Senior Analyst · "At Comm Bank we are proud to support flexibility, let's discuss what this means for you"The Commo ...
-
Senior Analyst
3 days ago
Stockland Units Sydney, AustraliaRequisition ID 24447 - Posted - NSW (1) - Fixed Term - Finance (FIN) - Sydney Metro (SMTR) · We have an exciting opportunity for a Senior Analyst to join our Sydney Overheads Finance team. This is an initial 6-month fixed-term contract with potential for extension. · The Opportu ...
-
Senior Analyst
4 days ago
West Recruitment Sydney, Australia Full timeCorporate FP&A reporting role; partnering with the executive team · - Desirable salary on offer: $140k - 155k Base + Super · - Strong career opportunities, lateral and vertical growth · The Employer · A defined market leader, this multi-billion dollar business is currently undert ...
-
Analyst/Senior Analyst
2 hours ago
Macquarie Sydney, Australia Full timeJoin our global Operational Risk Team based in Sydney and provide guidance to Macquarie's operating and support groups on the management of material risks and deliver oversight, challenge and insights on Macquarie's risk profile. · At Macquarie, we are working to create lasting v ...
-
Analyst/Senior Analyst
4 days ago
Macquarie Sydney, Australia Full timeJoin our global Environmental and Social Risk team based in Sydney and play a key role in providing guidance on the management of material environmental and social risks. · At Macquarie, we are working to create lasting value for our communities, our clients and our people. We ar ...
-
Analyst/Senior Analyst
5 days ago
Macquarie Sydney, Australia Full timeJoin our Prudential Risk team and take on a critical and diverse role that will see you working at the forefront of a developing and high-profile area of banking regulation. · At Macquarie, we are working to create lasting value for our communities, our clients and our people. We ...
Senior Analyst - Sydney, Australia - IOOF Holdings Limited
Description
The Role
The Investment Services and Solutions team (IS&S) within Asset Management Services provides operational management and support to the Asset Management business units in the achievement of their objectives. This role serves part of a critical function covering onboarding of investment manager related to account opening, mandate monitoring, and preparation and execution of documentation.
Key Responsibilities:
To be successful in this role you will possess:
Benefits
The Business
Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).
