Senior Investment Operations Analyst
About the job
The Investment Operations Analyst job is all about ensuring the quality, accuracy, and timeliness of investment and portfolio data across Perpetual’s asset management business. This role is vital for supporting Equities, Fixed Income, and Diversified portfolios, working closely with internal investment teams and external service providers. The team thrives on collaboration, proactive problem-solving, and a commitment to excellence in every task.
You'll be responsible for
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Supporting live investment portfolios
Play a critical role supporting live investment portfolios across multiple asset classes.🔧
Owning reconciliations and risk issues
Own reconciliations, exceptions, and risk issues from identification through to resolution.📚
Developing specialist knowledge
Develop specialist knowledge across Equities, Fixed Income, and Multi-Asset portfolios.Key criteria
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Investment operations experience
Demonstrated experience in investment operations or middle office within financial services.View
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Understanding of investment products
Strong understanding of investment securities across multiple asset classes.View
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Reconciliation skills
Experience performing daily portfolio reconciliations and resolving discrepancies.View
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