Company overview: One of Australia’s largest wealth management groups, providing financial advice, superannuation, investment management, and insurance services. The business supports millions of clients nationwide through a network of advisers and partners. Responsibilities: Oversee the onboarding process for investment managers and counterparties Support the negotiation, execution, and management of investment agreements and related documentation Maintain key legal and operational documents, including authorisations and service level agreements Stay across regulatory changes and ensure timely implementation into business processes Monitor investment compliance, regulatory obligations, and exposure to derivatives and counterparties Keep process documentation current and contribute to ongoing process improvements What you'll need to succeed: At least 3-5 years of experience in either an Investment Compliance/Investment Operations/Custodian Agreement/Compliance/Internal Audit role from the Financial Services industry If you have a Compliance/Internal Audit background, experience in the trustee/fund management/asset management industry is highly preferred Experience looking after risk management framework and controls is an added benefit Strong business accument and stakeholder engagement skills
