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About the Role
This role plays a critical part in delivering significant strategic transformation initiatives within Asset Management, focusing on driving large-scale investment strategy changes to improve member outcomes.
Responsibilities
- Analyse investment strategy changes and develop effective transition management plans.
- Manage the movement and restructuring of investment assets across portfolios and strategies.
- Coordinate and monitor transition activities to ensure delivery quality, risk mitigation, and successful execution.
- Identify potential implementation risks and develop practical solutions to address them.
- Oversee and evaluate the performance of external transition managers.
- Partner with stakeholders across Asset Management, Operations, Product, Legal, and Fund Accounting teams.
- Ensure compliance obligations and governance requirements are met throughout implementation activities.
- Contribute to broader investment implementation initiatives and projects as required.
Requirements
- Degree qualifications in Finance, Economics, Actuarial Studies, Mathematics, Econometrics, or a related discipline.
- 5+ years' experience within financial services, wealth management, investment operations, asset allocation, or portfolio implementation.
- Strong analytical, problem-solving, and financial modelling capabilities.
- Advanced Excel skills, strong verbal and written communication skills.
- Strong understanding of superannuation structures and multi-manager investment arrangements.
- Experience managing investment strategy changes, portfolio restructures, or asset transitions.
- Knowledge of unit pricing impacts associated with investment changes and in-specie transfers.
- Strong project management and stakeholder engagement capabilities.
- The ability to work under pressure and deliver high-quality outcomes to tight deadlines.
- Experience in Asset Transition Management.
- Experience with UNISON or comparable fund accounting/unit pricing platforms.
- Understanding of investment taxation implications.
- Provide evidence of eligibility to work in Australia.
- Undertake police and basic credit checks as a condition of employment.
Skills
- Transition Management
- Portfolio transitions
- Asset movements
- Investment implementation
- Financial modelling
- Excel
- Verbal communication
- Written communication
- Project management
- Stakeholder engagement
Location
- Australia
Work Type
- Full-time
Experience Level
- Senior
- 5+ years
Education Level
- Degree qualifications in Finance, Economics, Actuarial Studies, Mathematics, Econometrics, or a related discipline.
- CFA, Masters of Applied Finance, or similar postgraduate investment qualification
About the Company
- Insignia Financial is committed to driving large-scale investment strategy changes that shape better outcomes for members.
Equal Opportunity
- 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.