Job Description

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Investment Operations Assistant - Interviewing now!

Advertiser: Cartwright Jones Pty LtdMore jobs from this company

Job Information

Job Listing Date
27 Mar 2020
Sydney, CBD, Inner West & Eastern Suburbs
$55,000 - $65,000 + Super
Work Type
Full Time
Banking & Financial Services, Financial Planning

Based in the beating heart of Sydney CBD this company has gone from strength to strength and continues to grow even during this period of difficulty. As a medium sized independent wealth advisory firm they employ 50 staff across 2 states and offer an excellent work environment with a culture that is friendly, supportive and professional. 

Working alongside the research manager for the investment committee you will: 

  • Trading – full cycle trade
  • Manage internal and external communications ** (Market reports (external), investment reports (internal), adviser communication pieces)
  • Investment administration
  • Product management
  • Investment day to day operations
  • Data reporting (incl. data sourcing, data integration, data quality)

The Person 

  • Strong understanding of markets, investments, platforms
  • Minimum 1 - 2 experience in a related Financial Services role 
  • Experience in writing investment and market reports is highly desired 
  • Strong Excel skills are essential 
  • Excellent written communication skills 
  • Strong Attention to detail is a must 

We are interviewing people now! 

To Apply for the role please press apply now or call James on 0451 831 861

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