Senior Analyst, Investment Transformation and Support - Sydney - IOOF Holdings Limited

    IOOF Holdings Limited
    IOOF Holdings Limited Sydney

    5 days ago

    Default job background
    Description

    Senior Analyst, Investment Transformation and Support

    Sydney based role with hybrid working arrangements.

    Permanent Full-time position available.

    • Prominent investment financial institution seeking skilled candidate.
    • Role involves management of investment transitions and operational support.
    • Responsibilities include liaising with finance stakeholders and planning implementation tasks.

    Key Responsibilities:

    • Manage investment transition activities involving registry, systems, GL, external custodian.
    • Liaise with key finance stakeholders on transformational change initiatives.
    • Plan and coordinate implementation tasks to minimize risk and costs.
    • Oversee end-to-end investment operational management from funding to financial reporting.
    • Support effective relationships across teams.
    • E nsure successful completion of transitions without incidents or adverse impacts.
    • Create procedure documents and cross-train colleagues.

    Requirements:

    • 5+ years' experience in Investment Finance Operations with focus on transitional activity.
    • Degree in Finance or Accounting.
    • Understanding of investment fund structures.
    • Familiarity with investment systems such as Hiport, Unison, and Pcontrol.
    • Proficiency in Visio, Miro, Jira, and advanced Excel.
    • Project management, analysis, documentation, and business requirements skills.
    • Effective time management and analytical problem-solving skills.
    • Excellent interpersonal and stakeholder management skills.
    • High attention to detail and strong communication skills.

    Making a Positive Impact:

    At Insignia Financial, you'll be part of a leading financial wellbeing organization helping Australians feel good about their money.

    We value individual differences and celebrate the richness they bring to our team. If you need assistance during the application process, please let us know.



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