Senior Operations Analyst - Wealth and Investment Services

Senior Operations Analyst – Business Improvement | Wealth & Investment Services

Location :  Melbourne CBD

Type :  Permanent | Full-Time

Are you a detail-driven operations professional with a strong background in audit coordination and client reporting? This is a rare opportunity to join a high-performing Business Improvement team within a leading wealth and investment services firm.

About the Role

This role sits within a specialist Business Improvement team, known for its deep operational expertise.

You’ll play a central role in managing operational audits, ensuring compliance with IDPS and GS007 standards, and overseeing the production of client statements. This is a hands-on role suited to someone who thrives in a fast-paced, regulated environment.

Key Responsibilities

• Generate and quality-check periodic client reports (monthly, quarterly, annual tax statements).
• Manage and coordinate all operational audits.
• Ensure compliance with IDPS and GS007 audit control standards.
• Liaise with custodians, business partners, and third-party print specialists.
• Maintain and enhance self-service tools for the Front Office.
• Support operational process improvement and project delivery.
• Uphold data accuracy, integrity, and security across systems.
• Actively manage team risk profile and contribute to control enhancements.

About You

You’re an experienced senior analyst with a strong background in financial services operations, ideally within wealth or fund management. You’ve played a  central role in audit coordination ,, and you’re confident managing complex reporting requirements.

You bring :

Why Apply?