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Fund Operations Manager - Investment Management

Convergence Partners | Permanent & Contract Recruitment in NZ 

Fund Operations Manager - Investment Management

We are looking for a new person to join the team to provide key support across a range of operational functions. The role will report to the Chief Operating Officer and the candidate will need to be able to work in a small company, have a positive and hardworking attitude, strong communication skills, good attention to detail and a desire to make a difference.

Key responsibilities:

  • Maintenance of key fund performance data;
  • Dealing with third party suppliers (e.g. custodians, fund administrators);
  • Assist with the preparation and distribution of investor reports;
  • Reconciliation of cash and security holdings;
  • Assist with company filing/reporting requirements;
  • Dealing with queries from new and existing investors. 
  • Assisting with presentations to investors

To be successful in the role you will need:

  • Experience in financial markets essential.
  • Strong inter-personal skills and the ability to communicate with key stakeholders.
  • You will be numerate and analytical, taking a methodical approach and ensuring accuracy in reporting.
  • You must be technology savvy with strong Microsoft Office skills (particularly Excel);
  • We’re looking for someone with a positive, can-do attitude, coupled with the desire to roll up your sleeves, have fun, and make a difference for the business.
  • Whilst we will provide full support and training, we’re looking for someone who shows initiative and autonomy and is not afraid to think creatively to find solutions.
  • You will demonstrate good judgement and decision-making skills;
  • Some knowledge of AML-CFT would be beneficial;
  • Prior knowledge of investment systems such as Bloomberg would be beneficial, but is not essential;

Apply today for your chance to be part of this well regarded fund manager in a role which will give you lots of scope to grow.



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