About Us
We are a leading managed accounts provider, experiencing robust growth and expanding our team. We combine disciplined investment management with a client-first service model and are seeking a motivated, detail-oriented analyst to help us maintain operational excellence as we scale.
The Role
As an
Investment Operations Analyst
, you will provide vital support to Portfolio Managers across trade execution, portfolio monitoring, performance reporting, and operational workflows. You will also act as a key contact for investment operations inquiries, liaising with advisers, platforms, and service providers.
Key Responsibilities
Support Portfolio Managers in the day-to-day management of managed account portfolios
Assist with trade execution and monitoring of investment activity across platforms
Produce and reconcile portfolio performance, attribution, and compliance reporting
Maintain data integrity across internal systems and external platforms
Respond to adviser and platform queries on investment operations and portfolio activity
Contribute to the enhancement of investment processes, reporting tools, and controls
Skills & Experience
2–4 years' experience in financial services, ideally within investment management, platforms, or custody/administration
Robust attention to detail with a process-driven approach
Proficiency in financial and investment data analysis, with advanced Excel skills
Excellent communication skills and ability to build relationships with internal and external stakeholders
Self-starter, highly motivated, and collaborative team player
Desirable:
Bloomberg and/or managed accounts experience
Why Join Us
Join a high-growth firm with a collaborative culture
Gain exposure to portfolio management processes, platforms, and advisers
Contribute to innovation and efficiency in a dynamic, client-focused setting
Direct Applications Only
. For a confidential discussion about this opportunity, please email your cover letter and CV to
📌 Investment Operations Analyst Melbourne
🏢 Watershed Funds Management
📍 Australia