Investment Administration Team Lead
Core
Lead the day-to-day operations of the Investment Administration team, ensuring accurate and timely delivery of investment administration activities including reconciliations, fees, treasury processes, and transactions.
Role type
Senior Investment Administration Team Lead
Builds
Operational efficiency and seamless client experiences for financial professionals and their clients
Domain
Financial Services / Wealth Management / Investment Administration
Required skills
Investment administration operations, Financial instruments knowledge, Australian taxation and securities, Team leadership and coaching, Stakeholder management, Process improvement, Risk and compliance monitoring, Change management
Preferred skills
Experience in platform operations, Tertiary qualifications
Technologies
N/A
Responsibilities
Lead day-to-day operations and resource allocation, Coach and develop team members, Oversee cash and investment reconciliations and treasury processes, Monitor operational performance and compliance, Act as escalation point for complex operational matters, Build relationships with external partners like custodians and fund managers, Drive process improvements and business change initiatives
Seniority
Senior, hands-on IC with team leadership