Investment Operations Manager
Description
About Us
At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.
About the Role
This role is responsible for day to day investment operational activities related to funds invested by ANZ Staff Superannuation (ANZ SS). Activities carried out are aligned with ANZ SS’s investment objectives and policies, Investment Governance Framework, and regulatory requirements all with the aim of delivering sound investment outcomes for members of the fund.
Role Type: 12 Months Fixed Term
Role Location: 833 Collins Street, Docklands VIC 3008
Work Hours: 40 Hours/ Week
What will your day look like?
This role is accountable for:
- Investment Operations-Perform daily oversight and monitoring of investment operations activities across listed and unlisted asset classes. Review and monitor investment transactions, settlements, capital calls, distributions, and cash movements. Support the implementation of new manager, manager transitions, restructures, and investment operational projects. Investigate and resolve operational exceptions and breaks in a timely manner.
- Unit Pricing & Valuation Oversight-Perform daily review and validation of unit prices. Investigate pricing variances and ensure issues are appropriately escalated and resolved. Monitor investment valuations received from custodians, investment managers, and fund administrators. Review valuation movements and analyse significant changes in portfolio valuations. Assist with valuation governance and periodic valuation reviews.
- Cash Management & Reconciliation-Review daily cash reconciliations and investigate outstanding reconciling items. Monitor portfolio liquidity and cash positions to ensure sufficient funding for investment activities. Coordinate funding requirements associated with capital calls, distributions, benefit payments, and portfolio rebalancing activities. Maintain oversight of custodian cash reporting and reconciliation processes.
- Custodian & Service Provider Oversight-Act as a key liaison with custodians, administrators, investment managers, and other external service providers. Monitor custodian service delivery and adherence to agreed service level standards. Coordinate issue resolution and escalation with external service providers. Participate in regular operational service review meetings.
- Portfolio Rebalancing & Liquidity Management-Assist in implementing strategic and tactical portfolio rebalancing activities. Monitor asset allocation positions against approved benchmarks and target ranges. Support liquidity forecasting and cash-flow management activities. Coordinate investment funding requirements across multiple asset classes.
- Stakeholder Management-Collaborate with Investment strategy, Risk, Finance, Compliance and Assurance, and Member Administration teams. Prepare management reporting about investment operational matters.
- Risk management and Investment Governance-Investigate Investment issues, breaches and support remediation activities. Maintain operational controls and procedures in line with governance requirements. Support internal and external audit processes and respond to audit requests.
What will you bring?
To grow and be successful in this role, you will ideally bring the following:
- Extensive experience (5+ years) in investment operations or a related field, preferably within the Australian superannuation industry.
- Strong understanding of regulatory requirements and risk management practices.
- Proven ability to manage multiple projects and meet deadlines.
- Excellent communication and reporting skills.
- Strong analytical and problem-solving skills.
- Experience in assessing or undertaking investment manager operational due diligence.
- Experience in reviewing valuations reports.
- Familiarity with daily unit pricing processes and oversight.
- An understanding of financial accounting as it relates to investments.
- Ability to read, understand and interpret legal agreements.
- Ability to work in an environment requiring attention to detail, problem solving and high levels of accuracy.
- Detailed understanding of superannuation structures and investments.
- Expertise in developing and maintaining effective stakeholder relationships.
- Advanced working knowledge of MS Office applications including Excel, Word, PowerPoint and Outlook.
- Proven experience in managing multiple projects and prioritising competing deadlines.
Qualifications
- Bachelor's degree in Finance, Economics, Commerce or related field.
You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.
So why join us?
From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.
But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.
We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.
To find out more about working at ANZ, visit . You can apply for this role by visiting ANZ Careers and searching for reference number 127140 .
Job Posting End Date
11/11/2026, 11.59pm, (Melbourne Australia)