Unlisted Investment Assistant Manager, Officer
- Recruiter
- State Street Australia
- Location
- Sydney, New South Wales, Australia
- Salary
- Not Specified
- Posted
- 15 Nov 2017
- Closes
- 17 Nov 2017
- Ref
- 1703522
- Contract type
- Permanent
- Hours
- Full time
- Experience level
- Manager
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.
POSITION SUMMARY
Supervise the day-to-day operational processes and core deliverables within the Unlisted Investments Team. Understand and assist in the overall coordination of the risk administration, resource planning, and staff development required for the effective operation of the team. Provide assistance to the Account Manager in the management of the team, and to ensure that client service is central to its workings.
MAJOR RESPONSIBILITIES
Client Service
Proactive customer focus at all times
Respond promptly to client concerns, needs and requests, and participate in the resolution of problems as required
Ensure all agreed client deliverables and standards are met
Ensure the accuracy and timeliness of deliverables
Assist in the review of client deliverables; identify and initiate operational efficiencies
Staff Supervision
Effectively supervise staff and support the Account Manager in the management of the group, to include resourcing, retention and the recruitment process
Assist the Account Manager in the completion of the Performance and Planning Review (PPR) for process for the group, including the setting of goals and objectives and individual development plans
Provide ongoing guidance, coaching/counselling and feedback to staff in a timely and effective manner
Support an environment which motivates and rewards staff
Ensure support in facilitating and identifying training requirements, encourage skills and knowledge sharing
Ensure effective delegation - monitor and ensure completion of delegated tasks
Risk and Compliance
Ensure full understanding, adherence and implementation of the corporate Risk Policy and Standard Operating Procedures
Ensure all information in operational databases is accurate and current at all times, including fund specific procedures
Demonstrate initiative in reviewing current operating procedures to eliminate duplication of effort, identify potential risk areas and implement best practice recommendations
Supervise the information prepared by the team and ensure adequate audit controls
Preparation and review of Risk Packages in accordance with agreed format
Assist the Account Manager in actioning internal / external audit findings in a timely manner
Budget / Expense and Control
Assist the Account Manager in effectively controlling the costs of the team, such as overtime, cab-charge and meal allowance, as well as claims
Preparation of billing data to ensure accurate billings
Supporting Change
Demonstrate a willingness to support change / initiatives within Local Shared Services and other SSAL areas
Demonstrate ability to take on tasks without instruction
Awareness of and active support of current and future technologies
Participation in relevant projects
EDUCATION and SKILLS
Undergraduate degree and/or formal qualifications in a relevant business stream, not required but preferable
Relevant experience in financial services and demonstrated market knowledge
Strong understanding of Derivatives, Unlisted Unit Trusts and Fixed Income Products
Exposure to unit pricing, distributions & reconciliation
A Sound understanding of Superannuation & the regulatory requirements we be an advantage
Experience in operational and staff supervision
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