Working with a leading Asset Manager in their Sydney CBD office, this is a great opportunity to join a stable, highly successful firm within their small operations division.

The role of Fund Investment Operations is to maintain strong and appropriate operations controls, ensuring the systems and processes provide accessibility of accurate and timely portfolio information and the production of management and client reporting in order to mitigate risk, avoid financial and reputational loss, and meet reporting obligations.

The role will be 60% client service, 40% registry and investment operations oversight.

Responding to all administration related retail investor queries via phone and email from platforms, planners, advisors and direct investors by working with the custodian and other parties where necessary, to resolve their queries on administrative matters.

Knowledge, skills, qualifications, experience required

• Appropriate qualifications and relevant experience (3 +years) in investment administration, client services, registry or a similar discipline
• Solid organisational and time-management skills, in order to meet regular deadlines
• Excellent verbal and written communication skills including the ability to write reports
• Demonstrated ability to engage positively with internal and external stakeholders
• Experience managing a number of competing priorities simultaneously
• Proficient in Microsoft Office suite (Word, Excel and PowerPoint. Outlook) and familiarity and easy working with Investment Management Systems