Investment Banking

Investment Banking

Manager – Investment Performance & Risk

Posted by Anton Murray Consulting on . Posted in

The Manager role sits within the Client Delivery team, and is responsible for all aspects of fund performance and risk reporting and client delivery. The role is responsible for the oversight and delivery of all investment performance, attribution and risk reporting services.

The Manager is responsible for managing a small team of investment performance analysts who interact directly with clients to ensure high quality service delivery and outcomes.


  • Service delivery – oversight for the delivery of all performance, risk and attribution reporting services to Australian clients.
  • Develop and maintain relationships with clients to ensure provision of high level of service
  • Oversight for performance production activity based in our global operations hub
  • Lead client service review meetings, workshops and system demonstrations, in addition to dealing with client queries and resolving issues in a timely and effective manner
  • Manage a small team of local client facing analysts to ensure ongoing high level of client service relating to service delivery
  • Projects & Change – play a leading role associated with operational or IT related change aimed at developing, extending, or improving services
  • Support the Implementation Manager on the implementation of new services and or on-boarding new business.

Technical skills and experience Required:

  • Team leading / managerial experience
  • Extensive experience working within an investment and performance analytics environment: either Practical experience working in performance, risk and attribution reporting functions within a funds administration environment or ractical experience working in performance related project work (e.g. system implementation or process optimisation) outside of the normal BAU production cycle o Ideally experience managing a small service delivery team
  • Practical and theoretical understanding of performance methodologies (e.g. daily time weighted returns, modified dietz, IRR, etc.) & attribution methodologies (e.g. Brinson, arithmetic v geometric, and Fixed Income models)
  • Understanding of market data indices (S&P/ASX, MSCI, etc.), characteristics (dividend yield, PE ratio, duration, etc.), and classification schemes (GICS, BICS, etc.)
  • Knowledge of use and application of ex-post risk statistics such as tracking error, sharpe ratio, alpha, beta, volatility etc. Understanding of ex-ante risk reporting principles will be highly valued.
  • Strong practical understanding of the various asset classes and instrument types, including derivatives and how they should be treated for purposes of performance measurement and exposure reporting
  • Strong MS Excel skills

Client Service Representative

Posted by Anton Murray Consulting on . Posted in

Our client is a global financial services institution looking for a Client Services Representative to join their team on a 6-month temp-to-perm contract.

This role will primarily interact with internal clients and perform routine operational tasks in the lifecycle of transactions including billing, payments, data entry, reporting and responding to client queries.

Key Responsibilities:

  • Support clients by responding to phone, email and other inquiries regarding company products, services, and procedures.
  • Investigates errors in client accounts and statements.
  • Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
  • Reviews daily open items to ensure proper follow-up and closure.

This role will suit a candidate who is a recent bachelors degree graduate or a candidate with 1-2 years’ total work experience.

Treasury Settlements Officer – 12-month contract

Posted by Anton Murray Consulting on . Posted in

Our client is a leading global bank seeking an experienced Global Markets and Treasury Settlements Officer.

The ideal candidate will have 3+ years’ experience in Treasury Operations (Fixed Income, Money Market, FX settlements), as well as have experience with EXIGO, RITS and SWIFT.


To ensure that all Global Markets transactions and Treasury transactions are settled in a timely manner whilst ensuring that bank procedures and controls are adhered to. Working in close liaison with the Dealing Room, back office, Middle Office and the rest of the local Operations department and our clients to ensure a smooth workflow and provide utmost client satisfaction.

Key responsibilities:

  • To ensure that the following instruments are monitored and settled in a timely manner
  • FX & Money Market trades ( Corporate clients & locally booked)
  • Interbank customers. This may include shift work – early morning start times, approx. 6am.
  • Securities (Bonds and Repurchase Agreements)
  • Treasury transactions (NCD, call accounts)
    • To manage the local confirmation process and their verification
    • To manage and work closely with the ALM Treasury FO to ensure that bank’s liquidity flows are managed efficiently
    • To prepare the reconciliation of Nostro accounts and suspense accounts
    • To manage the AUD ESA account with the RBA efficiently according to the defined priority tree & ensure daily intraday calibration is met throughout the day
    • To work with offshore Nostro monitoring teams, ensure all breaks are reviewed and actions taken as required in a timely manner
    • To compile statistics of the area for regulatory and other reporting
    • To provide a high level of customer service with clients’ requests/ queries being attended to diligently
    • To co-ordinate work flows with offshore and local static data teams to ensure high level of correctness
    • To assist with internal FX bookings for other teams within Operations

Qualifications/ Experience:

  • Three to five years’ experience in Fixed Income and Treasury settlements
  • Experience in EXIGO/RITS settlements
  • Experience in SWIFT
  • Oral & written communication – ability to express clearly in conversations and interactions with others, as well as the ability to express clearly in business writing

Equity Market Operations SME – 12-month initial contract

Posted by Anton Murray Consulting on . Posted in

A leading investment bank requires a senior equity markets operations candidate with strong projects experience to lead a few large scale projects including the CHESS replacement for Distributed Ledger Technology.

This is a unique role in that the focus of the position is likely to be project management and project coordination for the Equity Middle Office function also partly some team leadership and team management.

The roles main aspects include but are not limited to the leading, oversight and completion of Projects for the Equity Operations division.

This is a high-quality AVP/VP level project position to work on an important CHESS replacement project for the Operations and Middle Office teams. Ideally you will have a strong equity markets ops and MO background with decent project experience.

This is a relatively urgent position, and available on a rolling 12-month contract duration, with the possible scope to convert to permanent.

An exciting opportunity to be the Project Lead for the Australian Branch driving the CHESS + renovation throughout the completion of the project.

Key responsibilities include, but not limited to:
• Ongoing preparation of testing strategy and approach
• Execution & evidencing of testing and coordination of Sign off
• Produce user manuals and reference materials as required
• Produce training materials and participate in the delivery of training as required
• Provide input to production support of the deployed process / system as required
• Partner with Change Project Lead and IT throughout completion of project
• Participate in Industry Forums pertaining to CHESS+
• Participate in Stakeholder presentation and BU updates
• Coordinate testing and resource requirements for testing

We are looking for high calibre people who possess the following competencies:

• Preferred experience in Australian Settlement or Operations type role

• 5-6 years’ experience in a Projects execution role
• 1-2 years’ experience in an Operations Role is preferable
• Proven experience in process improvement, business analysis, users stories, business requirements, impact assessments and functional specifications in Agile
• Very strong quantitative / analytical skills
• Very strong attention to detail
• Excellent written and verbal presentation skills
• A self-starter and highly motivated; ability to work individually and within a team
• Good working knowledge of financial services and Operations processes/concepts

Private Wealth – Client Services / Dealers’ Assistant – 12-month initial contract

Posted by Anton Murray Consulting on . Posted in

Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.

A key function of the Desk Assistants role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.

This role is a 12-month maternity leave cover. The ideal candidate will come from a retail equity trading client services or operations background, have completed their RG146 and be available at short notice to start in a few weeks.


• Distribute new account documents and required notifications to clients and review new account forms for accuracy and completeness, including input of client banking details.
• Assign account numbers and provide PCAs with completed new account forms after management approval.
• Arrange and assist with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents.
• Authorise access and respond to client queries re Website.
• Coordinate Initial Public Offering allocations and applicable client documentation.
• Liaise with back office and share registries regarding client and PCA enquiries
• Coordinate client seminars, conferences and presentations.
• Maintain account files and undertake regular follow-up on missing documents.
• Process and monitor stock settlements, including follow up with clients re outstanding funds.
• Participate in department cross-training as required.

• Degree Qualified within a Banking related discipline
• RG 146 (ideally – if not will be paid for to study)
• Ideally ADA 1 & 2

• Excellent communication and influencing skills.
• Ability to work under pressure and to tight timeframes within a team.
• Goal-oriented with demonstrated drive and initiative.

Team Assistant

Posted by Anton Murray Consulting on . Posted in

This is an exceptional opportunity to work for Anton Murray Consulting, a specialist financial services recruitment firm, as a Team Assistant [EA/PA] in support of our Sydney recruitment team with personal support to our Director. We work substantially across 3 disciplines of Investment Banking, Asset Management and Wealth Management; on assignments across our 4 coverage locations of Sydney, Singapore, Melbourne and Hong Kong.

Are you confident, articulate and vivacious? Do you want to work in a fun environment to help connect our exceptional candidates with our awesome clients to progress their careers?

If you answered yes, then please read on…

Our clients are some of the most well-recognised firms in financial services across the region including prominent Investment Banks, Sovereign Wealth Funds, Asset Managers, Asset Owners, Custodians, Private Banks, Private Equity Firms, Physical Commodity Trading Companies, Hedge Funds, FinTech and High-Frequency Trading Firms. We work with some really cool start-up clients as well as the biggest US Investment Banks.

The successful candidate will provide top-level assistance for the Director, and more broadly to the Sydney recruitment team. As an Executive in support of our team you need to be well-organised, comfortable scheduling meetings and responding to emails & calls on behalf of the team and Director. Importantly, this individual should be able to help run business development, and coordination with both clients and candidates on search assignments.

Any prior experience in Talent AcquisitionExecutive Search or Financial Services Recruitment will be held in high regard. Industry knowledge across our three disciplines of Investment Banking, Asset Management and Wealth Management would certainly be beneficial.

Responsibilities include:

  • Calendar management for our Director, Partners, Principals, Snr Associates and Associates across our four coverage locations of Sydney, Melbourne, Singapore and Hong Kong.
  • Proactive business development coordination with existing and prospect clients across the region.
  • Responding to candidate & client emails, including extensive phone interaction with both client-sets. These are high-value calls and require high-quality interaction.
  • Extensive LinkedIn market mapping and headhunt activity. You should be quite proficient in LinkedIn search, or be willing to learn.
  • Attending both client and candidate meetings on a regular basis. At client meetings we will require you to contribute intelligently in conversation over coffee in the boardroom or over an informal client lunch.
  • Job posting and management across various channels; substantially LinkedIn, Seek, and directly to our site.
  • Support and coordination of various marketing activities, focused on interaction with our significant candidate and client network across the region.
  • Support in Employment Agency Licensing administration across both Singapore and Hong Kong. Including interaction with our client and candidate contacts in both locations.
  • Coverage support for the CFO and the Accounts team in a range of accounting tasks; primarily in AP & AR support.
  • Intermittent travel across our three other coverage locations, notably Melbourne, Singapore and Hong Kong. More regularly, this would include travel coordination & diary management for our team across these locations rather than direct travel.
  • Database follow-up work and admin including regular candidate calling and emailing. This will include regular database search activity, to source for assignments.


  • Bachelor’s degree or working toward your degree. We are an educated workforce, and would prefer applicants with a tertiary education or an aspiration toward this.
  • Very proficient over email, with strong written communication and excellent grammar.
  • Experience in managing multiple priorities, administrative coordination, and logistics.
  • Well-organised, detail-oriented, ability to multi-task with great follow-up skills.
  • Strong verbal communication skills, with a confident phone manner.
  • We are a lean, profitable team so don’t need a very experienced Executive to support our Sydney team. So an ideal applicant would have perhaps 2-5 years of corporate work experience, but we are open to applicants of all levels to consider.
  • Prior experience as a Team AssistantOffice Assistant, Personal or Executive Assistant would be ideal.
  • You will be very well presented, and have a confident, engaging manner over the phone and at client meetings.
  • Any experience invoicing on Xero or MYOB would be helpful to offer Accounts support.

This position is available on a full 5 day per week basis, although we are happy to offer a flexible work arrangement paid on an hourly basis working from 3-5 days per week. So we can offer good flexibility on 3, 4 or 5d per week – and this makes for an ideal setup for an applicant studying at university.

The hourly rate on offer is variable, and will be commensurate with your prior experience, and the value you bring to the team. You will be hired on the corporate level of Executive.

Please kindly submit a CV for consideration, and feel free to call our Sydney desk on +61 2 8246 8900 to introduce yourself.

To learn more about us, go check out our website;

Our clients include

* Prior invoiced clients across the region.