Senior Investment Operations Specialist
3 weeks ago
Overview:
Rory Mackie & Associates, a leading global Asset Manager, is seeking an experienced Senior Investment Operations Specialist to join their dynamic Investment Platform Operations team.
The ideal candidate will possess a minimum of 5-7 years' industry experience, particularly in the LISP environment, and have advanced knowledge of IMS Model Portfolio offering, business rules, and legislation.
Key Responsibilities:
- Provide holistic services to Advisors and Retail Asset Consultants by managing and controlling restructures, rebalances, and fund replacements.
- Ensure online submissions meet all business rules, including signatures, discretionary broker permissions, and security checks.
- Analyze and resolve errors made, ensuring telephonic and written communication with clients.
Requirements:
- Minimum of 5-7 years' industry experience in LISP environment
- 3-year relevant Diploma or BCom degree
- Business Analysis qualification advantageous
- Advanced experience in Excel (including pivot tables, macros) and other reporting tools
Estimated Salary: $80,000 - $100,000 per annum
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