Investment Operations

Client Overview 

Providing an unparalleled level of industry knowledge, experience and insight they run a number of investment strategies across a range of asset classes. 

Role Overview 

Due to the growth of their newly formed business, this is a key new role which will provide end-to-end operational support. You would be required to take existing processes and streamline them in order to ensure that these run smoothly and can cater for further growth including operational support for new fund product lines.


  • Design, maintain and seek process improvements for the end-to-end trade flow
  • Daily operations – trade processing and settlement, portfolio management system management, corporate actions/custodial relationships, broker account management.
  • Performance Attribution – improve and maintain performance reporting and attribution including system development
  • Process improvement documentation – ensure that efficient processes and workflows adapt and are documented as the business expands
  • Product Development – Establish new operational processes and outsourcing arrangements to support new fund products
  • Operating experience with FactSet, SS&C, Bloomberg an advantage. Proficiency in MS Excel a must have
  • Ad hoc projects as required

Skills & Experience

  • Due to the boutique nature of the team – the successful candidate will have 5-10 years’ of broad experience across Listed Investment operations and ideally FX.
  • The position will suit an ambitious person with a well-rounded Investment Operations background that will relish rolling up their sleeves and owning operations function for the businesses they support.
  • Excellent verbal/written communication skills
  • Openness to regional and global travel
  • A strong desire to succeed, be an integral part of a high performing team and have passion about driving innovation and performance in this industry

If you are looking for the right opportunity to advance your career within a great organisation, then forward your resume using the ‘apply now’ button below.

Alternatively, call Dave at Profusion on 02 9240 6375 for more information.

Investment Operations

Please complete the form below to apply for this position

Upload your resume