Senior Investment Operations Analyst
vor 1 Tag
All roles at Westpac Group can be considered for flexible working arrangements, such as flexible hours, working remotely, part time work, or job sharing.
Permanent Full-time Barangaroo – hybrid working Join BT in providing crucial oversight of our Investment Operations partners The Investment Operations and Oversight Team is part of Investment Product Solutions within the BT Group.
The team is responsible for a range of functions across Managed Funds and margin lending.
The Investment Operations and Oversight Team is accountable for the oversight of various functions, and performance of our outsourced Managed Funds services.
How will I help?
As the Senior Operations Analyst you will join BT Group in the Investment Operations and Oversight team and be responsible for the day-to-day operational oversight of Managed Funds.
Primarily, you will lead our external partners who provide administration, custody, investment operations, and registry services to BT's Managed Funds.
You will also ensure the smooth running of daily operational activities including daily unit pricing review, daily liquidity management, RG7/ICR reporting, tax reclaim process, regulatory reporting, and reconciliations for this area.
Other key responsibilities include: Coordinating the delivery of performance reports and performance attribution analysis' Providing instructions to our outsourced partners in relation to custody and accounting functions Acting as a key escalation point for any queries regarding the functions of our outsourced partners Review and support of the yearly and half-yearly Financial Documents Prepare and present reports on oversight and fund activity Ensuring team documentation and tools remain fit for purpose and are compliant with group standards and regulatory requirements Cross-skilling across various functions and activities performed by the Investment Operations and Oversight team to ensure coverage and continuity of team operations What's in it for me?
You'll play a significant part of the future of a business that has been around for over 200 years.
Our purpose is to build better futures together.
So, we'll back you in the development of your career, internal career prospects, and flexible working.
You'll also keep learning to grow your career, backed by a fantastic team of people with a can-do, supportive structure.
Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers.
This includes leave to organise adoptions, surrogacy, and foster care arrangements.
And we continue to pay your super contributions while you take all the time you need to get your new family settled.
What do I need?
To be successful in this role, you must be an experienced finance or accounting professional ideally from the Managed Funds sector of Banking and Financial Services.
You must have demonstrable experience conducting operational oversight of managed or investment funds.
Other key attributes include: Sound investment, financial markets, and investment product knowledge Strong organisational ability with demonstrable experience in business process improvement High level of attention to detail and accuracy Strong analytical and problem-solving skills Solid communication and interpersonal skills Initiative and willingness to improve current methods Advanced level of Microsoft Excel, Power Point, and Word skills Tertiary qualifications in Business, Finance, Accounting or other relevant field preferred What's it like to work there?
We are a collaborative team of passionate people with a shared ambition to make a difference for our customers, our communities and each other.
At Westpac, making a difference means creating impact, unlocking our own and each other's passions, and transformative success stories to create better futures together.
As well as competitive remuneration and a great culture, joining the Westpac family gives you access to a wide range of employee benefits to help you manage your priorities - whether that means family life, work/life balance, ambition to grow or all the little perks in between.
We'll empower you to shape your career path.
Through personalised upskilling, mentoring, and training opportunities, you're in control of where you start and how you'll grow.
As an equal opportunity employer, we are proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.
Hear from some of our people and their experiences working with us.
How do I apply?
Start here.
Just click on the APPLY or APPLY NOW button.
At Westpac, we're all about creating a supportive culture and ensuring our workplaces, branches, products, and services are accessible and inclusive for everyone—our customers, employees, and the wider community.
If you're interested in discussing workplace flexibility, please feel free to mention it in your application.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, veterans and reservists, and Indigenous Australians to apply.
If you have questions about the recruitment process, please email ******.
Do you need reasonable adjustments during the recruitment process?
We can provide reasonable adjustments for individuals with disability and/or neurodiversity.
If you require an adjustment to be made during the recruitment process at any stage, please email ******
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