Team Leader - Corporate Actions, Managed Funds & Margin Lending

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$90000.00 - AU$110000.00 per annum
REF: BBBH240574_1582175387

The Client

My client is a large wealth management firm who offer a diverse range of products to both retail and institutional investors. With a proven track record of performing above industry standards, they are highly respected within the industry and are often listed as an employer of choice.

Due to continued strong performance, they currently seek either a team leader or manager for their 7 person team.

This is a unique role as you will gain exposure to all areas of the business, including the front office, a wide product portfolio and you can expect to be rewarded with a first-class salary, bonus and career progression.

The Role

  • Provide leadership in the form of ongoing appraisals, target setting and performance reviews. Use your experience and mentoring skills to formulate coaching plans to ensure that all SLAs are met.
  • Ongoing review of existing processes. Play a key role in strategic projects aimed at extending the company's products and services.
  • Oversee the daily workflow ensuring all Service Level Agreements are met.
  • Ensure the accurate processing of corporate actions events and advise on rights issues, open offers, tenders and consolidations.
  • Ensure the accurate settlement of all managed fund trades.
  • Analyse mismatched and failed trades. Liaise with internal and external counterparties to calculate the source of the fail and resolve issues.
  • Monitor reconciliation reports and ensure all breaks are resolved in a timely fashion.

The Candidate

Successful candidates will have:

  • At least 18 months experience in investment operations from within either a Fund Management, Wealth Management, Custody or Superannuation environment.
  • Exposure to corporate actions.
  • Previous leadership experience will be looked upon favourably.
  • A proven track record of performing above company and self-set targets.
  • A calm, considered and professional attitude with the confidence to take ownership of your work.
  • Excellent communication skills and the ability to liaise with senior business people.
  • Strong attention to detail
  • Strong teamwork skills.

To be considered for the role please APPLY NOW and I will provide feedback on your application as soon as possible.

Julian Soames
Principle Consultant - Banking and Financial Services