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Investment operations associate (sydney)

Sydney
Keegan Adams
Posted: 29 September
Offer description

Keegan Adams are proud to represent a **Global Investment Manager** specialising in the **Real Estate and Infrastructure** market, looking for an **Investment Operations Associate **to join their Sydney office. With over 40 years in the industry, they have gained an excellent reputation, working with top clients in Australia and beyond and truly fostering a great culture for their staff.

In this diverse role, you will be working in a close-knit team, gaining a wide exposure to all aspects of the business and **will report directly to the Head of Investment and Fund Operations for APAC.**

**Responsibilities**:

- Provide asset consulting for clients in pension funds and superannuation through preparation and assessment of personalized reports.
- Work closely with the investment advisory team to provide exceptional portfolio analysis, performance reporting and investment support.
- Maintenance of performance models, including reconciliation of investment records and implementing portfolio changes.
- Investigating unit pricing data to ensure timely resolution of any issues.
- Liaising with clients, custodians, external service providers and cross functionally with internal stakeholders in the business.
- Working closely with the teams to aid in the settlement of direct alternative investment transactions.

**To be successful in this role you will**:

- Have at least 2 years of relevant experience, ideally gained whilst working for a superannuation fund, a fund manager, or a custodian.
- Hold a bachelor's degree in a field relevant to financial services.
- Possess strong communication skills and be a whizz at using Excel.
- Be a team player, with a can-do attitude and a positive outlook.
- Be detail oriented and have a good balance of both analytical and problem-solving skills.

**Benefits**:

- Market-competitive salary with a performance-based bonus.
- Opportunities to further your career and development through mentorship or talent programs.
- Hybrid working in an inclusive and equal-opportunity workplace with an international presence.
- Health and well-being benefits and extra paid holidays for community engagements.

📌 Investment Operations Associate
🏢 Keegan Adams Recruitment
📍 Sydney

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