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Investment Operations Analyst

Pinnacle Investment Management Group Limited - Brisbane Grove, NSW

Banking & Finance
Source: uWorkin


- Working with an established investment management firm

- Dynamic culture

- Opportunity to influence change

You will be responsible for:

  • Daily reconciliations of investment portfolios to counter-parties and clients;
  • Production of daily cash flow reports;
  • Portfolio reporting for Fund Managers and Clients;
  • Compliance monitoring and reporting;
  • Investor servicing;
  • Business process improvement and operations optimisation;
  • Technology support;
  • Project work.

The Successful Candidate:

To be considered for this opportunity, we require:

  • 2 years experience in financial services in either a Business Analyst or Data Analyst capacity and a passion for using data to drive client decisions;
  • A Graduate degree in Finance, Computer Science, Mathematics, Business, Accounting or Commerce with excellent academic results (or be a final year student graduating later this year);
  • The desire to provide exceptional middle office services to Pinnacle boutiques;
  • The ability to build relationships with internal and external stakeholders;
  • Excellent verbal and written communication skills;
  • Previous application of technology to deliver business solutions;
  • You must be an Australian citizen or hold PR to be considered for this role.

Desired skills and experience:

  • Technical expertise in data models, database design and data mining techniques;
  • A passion for the investment management industry;
  • Programming skills in VBA and Python;
  • Direct systems experience with middle office software;
  • Outstanding critical thinking and analytical skills;
  • An understanding of the funds management and/or broader financial services industry;
  • Resilience, sincerity, tenacity and commitment to a long term career with Pinnacle.

Only shortlisted candidates will be contacted.