Investment Transition Analyst

Investment Transition Analyst - Contract role - Wealth Management

Your new company
We're seeking a Senior Analyst to join a major wealth management organisation and support the delivery of investment transformation initiatives across the business.

Your new role
This is a unique opportunity to work on fund transitions, investment restructures, portfolio implementation activities and strategic change programs, partnering with teams across Investments, Operations and external service providers.

What you'll be doing:

• Supporting investment transformation and change initiatives
• Coordinating fund transitions, asset restructures and implementation activities
• Gathering and documenting business requirements
• Supporting testing, business readiness and implementation activities
• Managing risks, dependencies and stakeholder relationships
• Working closely with Investments, Operations and external providers to deliver successful outcomes

What you'll need to succeed

• Experience within superannuation, wealth management, asset management, funds administration or investment operations
• Exposure to investment change, portfolio implementation, fund transitions or investment restructures
• Strong stakeholder management and communication skills
• Experience supporting project delivery, business analysis or transformation activities
• Ability to navigate complex operational and investment environments

What you'll get in return

• Sydney CBD location - Hybrid working
• Up to $598 + Super per day
• 12-month contract with potential to extend

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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