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About the Role
This role offers the opportunity to become a key custodian of investment data, platform governance and operational integrity across the business. Fidante is implementing Charles River and State Street Alpha, reshaping how investment teams, operations and service providers work together. This role is available for an initial period of 12 Months.
Responsibilities
- Support the administration and governance of investment data and platform services, including portfolio start of day processes
- Act as the primary contact for data quality issues, exceptions and operational issues
- Manage security master and reference data processes
- Support Alpha Data Platform, Charles River and related systems
- Coordinate onboarding of securities, portfolios, benchmarks and market data sources
- Monitor and improve data quality controls
- Partner with State Street and vendors to resolve platform and data issues
- Support platform enhancements, upgrades and change initiatives
- Coordinate testing and implementation of new functionality and system changes
Requirements
- Understands the critical role that data plays within an investment management environment and can confidently operate across front office, operations, technology and external service providers
- Strong experience in investment operations, investment data management, security master administration or investment platform support within a funds management or asset management environment
- Strong understanding of investment instruments, portfolio workflows and investment data flows across the investment lifecycle
- Hands-on experience with Charles River and a solid understanding of how investment data flows through front-office and operational processes
- Proven experience managing data quality issues, operational issues and exception-based processes
- Ability to engage effectively with Portfolio Managers, Investment Operations teams and other front-office stakeholders to resolve complex data and platform issues
- Strong stakeholder management and problem-solving skills, with the confidence to coordinate outcomes across business, technology and third-party providers
- A naturally inquisitive mindset and a passion for improving data quality, controls and platform effectiveness
Skills
- Data Management
- Platform Support
- Investment Data
- Platform Governance
- Operational Integrity
- Charles River
- State Street Alpha
- Security Master Administration
- Reference Data
- Data Quality Controls
- Stakeholder Management
- Problem-Solving
Location
- Hybrid
Work Type
- Max Term (Fixed Term)
- Hybrid
Benefits
- Flexible working practices
About the Company
- Fidante are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams.
- Fidante is a multi-boutique investment manager, wholly owned by Challenger Limited an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 2025).
- We achieve our goals by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
Equal Opportunity
- We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.
- We believe in bringing your authentic self and a belonging in our culture.
- We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia.
- We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.