Senior Operations Analyst – Business Improvement | Wealth & Investment Services
Location: Melbourne CBDType: Permanent | Full-Time
Are you a detail-driven operations professional with a strong background in audit coordination and client reporting? This is a rare opportunity to join a high-performing Business Improvement team within a leading wealth and investment services firm.
About the Role
This role sits within a specialist Business Improvement team, known for its deep operational expertise.You’ll play a central role in managing operational audits, ensuring compliance with IDPS and GS007 standards, and overseeing the production of client statements. This is a hands-on role suited to someone who thrives in a fast-paced, regulated environment.
Key Responsibilities
- Generate and quality-check periodic client reports (monthly, quarterly, annual tax statements).
- Manage and coordinate all operational audits.
- Ensure compliance with IDPS and GS007 audit control standards.
- Liaise with custodians, business partners, and third-party print specialists.
- Maintain and enhance self-service tools for the Front Office.
- Support operational process improvement and project delivery.
- Uphold data accuracy, integrity, and security across systems.
- Actively manage team risk profile and contribute to control enhancements.
About You
You’re an experienced senior analyst with a strong background in financial services operations, ideally within wealth or fund management. You’ve played a central role in audit coordination ,, and you’re confident managing complex reporting requirements.You bring:
- Minimum 4 years’ experience in financial services operations.
- Strong understanding of Australian and international financial markets, managed funds, and custodial structures.
- Experience generating client statements and managing audits.
- Excellent communication, attention to detail, and stakeholder management skills.
- A proactive, pragmatic, and resilient approach to problem-solving.
- Degree qualified in Finance, Business, or Commerce.
Why Apply?
- Join a respected and stable organisation with a strong internal culture.
- Be part of a collaborative team that values precision and continuous improvement.
- Enjoy a competitive salary package and long-term career development opportunities.
