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Job Title


Senior Analyst, Investment Transformation and Support


Company : IOOF Holdings Limited


Location : Sydney, New south wales


Created : 2025-04-23


Job Type : Full Time


Job Description

Senior Analyst, Investment Transformation and SupportLocation: Sydney, NSW, AU, 2000Employment Type: Permanent Full TimeAt Insignia Financial, your voice, ideas and individuality countsLocation Sydney with hybrid working arrangementsPermanent Full-time roleThe opportunity to join our teamAs a Senior Analyst, you will manage, support, and implement a range of investment and product transitions and restructures across the business along with investment operational support, analysing and documenting project requirements. This role focuses on transformation initiatives impacting the end client investment exposure and performance return outcomes.Key Responsibilities:Manage, support and implement investment transition activity involving but not limited to registry, investment systems, GL, external custodian.Liaison, participation and communication with key finance stakeholders on transformational change.Planning, coordination and scheduling of implementation tasks minimising risk and costs.End to end investment operational management from funding, cross investment, unit pricing, distribution, tax and financial reporting.Proactively support an effective and cooperative relationship across all teams.Ensure successful completion of any transition activity ensuring no incidents, breaches, or any adverse impacts to any teams or end customer.Creating procedure documents where required and cross training and sharing knowledge to colleagues within the team.What you will bring:5+ years experience in Investment and Finance Operations background with focus on transitional activity or change management.Degree in Finance or Accounting.Understanding of investment fund structures.Knowledge of Investment systems such as Hiport, Unison and Pcontrol preferred.Proficiency in Visio, Miro, Jira and advanced Excel preferred.Experience with project management, analysis, documentation and business requirements.Effective planning and time management to meet key deadlines.Strong analytical and problem-solving skills.Ability to adapt quickly, work under pressure with excellent interpersonal and stakeholder management skills.High attention to detail, strong communication, proactive ownership and accountability.Make your move. Make your mark.If this sounds like your kind of career, you sound like our kind of person. Here, youll be making a positive impact in peoples lives straightaway and every day. The first point of contact for our clients whenever they need support.Along the way, youll be free to learn new skills, grow, and get great things done. Around here, we like to call it putting our fingerprints on the future.Showing up for every AustralianWere one of Australias leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility, plenty of opportunity, and celebrating all the unique things that make you, you what matters to you, matters to us.To Apply:Read more here about why you should join our team.Applicants will be required to provide evidence of their eligibility to work in Australia and at a minimum be required to undertake police and basic credit checks as a condition of employment.Please note that applications from agencies will not be considered at this time.We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know. #J-18808-Ljbffr