Job Overview
Based in the Sydney office, the Senior Associate, Portfolio Management Operations (Product Development) is part of a specialist team reporting into the Portfolio Management department. The key focus of the role is to directly manage Portfolio Management and firm‐wide projects for the Asia‐Pacific region, including new product launches. These enterprise‐wide projects play a pivotal role in supporting business growth. Additionally, the incumbent will manage product development initiatives, provide problem‐solving support and develop multifaceted recommendations underpinned by robust evidence‐based analysis. It is important for the Senior Associate to partner with senior stakeholders from a variety of departments both locally and globally, including but not limited to Portfolio Management, Trading, Compliance, Legal, Sales, Investment Operations and Marketing, and act as a key liaison to encourage cross‐functional collaboration.
Responsibilities
* Lead product and account launches, closures, transitions, and changes.
* Design, document and communicate complex end‐to‐end investment processes.
* Support ad‐hoc product / business analysis / operating model review requests.
* Identify and oversee implementation of process improvement opportunities in line with department goals and provide relevant communication and training.
* Assist on/co‐coordinate ongoing product management and development initiatives.
* Provide status updates on product activity and projects to key stakeholders.
* Cultivate strong working relationships across functional areas and manage through influence.
* Proactively identify barriers to project success and resolve or escalation.
* Develop expertise related to investment management.
Qualifications
* Degree qualified, with an undergraduate (or higher) in an analytical major such as Engineering, Finance, Commerce or Economics.
* 3–5 years of consulting, product management or project management experience (preferably with exposure to financial‐services‐related projects).
* 2+ years of experience in the financial services industry.
* Strong stakeholder management skills, with the ability to build productive cross‐functional relationships globally.
* Excellent quantitative problem‐solving skills.
* Excellent verbal and written communication skills.
* Strong sense of ownership and accountability.
Working Model
Hybrid working model for most roles, permitting 2 days remotely each week. Further flexibility for those days in the office through a core hours policy of 10:00a.m. to 3:00p.m., allowing employees the opportunity to balance work with personal and family needs.
Benefits
* Subsidised health insurance for individuals and families with several 'nil‐cost' options.
* Health and fitness incentive program.
* Up to 16 weeks of paid primary caregiver leave for employees who have worked for 12 months or more.
* Financial and other support for fertility journeys, adoption, pregnancy, newborn care and menopause.
* Reimbursement for pre‐approved study such as CFA through the Global Education Assistance Policy and exam leave.
* Free access to mental health and wellbeing support via the Employee Assistance Program.
* Access to life and salary continuance insurance.
* Inclusive and fun social events and activities including Culture Quarters, monthly Take5 events, run clubs, netball teams and more.
Equal Opportunity
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
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