As a
Settlement Analyst - Transfers you will be responsible for processing and administering all transfer instructions, ensuring accuracy and timeliness so that underlying beneficial owners receive the same high standard of service they would expect if assets were held in their own name.
This role sits within FNZ's
Investment Operations division, supporting both Australian and New Zealand FNZ Wrap clients. You will work across a diverse range of products, including equities, fixed income, managed funds, and foreign exchange, covering both domestic and international markets.
This role would suit someone who is detail-oriented, proactive, and thrives in a fast-paced, client-focused environment, with the ability to manage multiple priorities under pressure while working both independently and collaboratively.
The Responsibilities Will Include
- Transfer Processing: Manage daily transfer instructions, including initiation, settlement, and investigation of asset breaks, ensuring timely and accurate delivery.
- Record Keeping: Maintain all required records to ensure transparency and compliance with regulatory and audit standards.
- Email & Case Management: Monitor group inboxes and internal case logs, providing regular updates and ensuring issues are resolved efficiently.
- Reporting & Compliance: Review breach and KPI reports, take ownership of exceptions, and provide feedback or resolution as needed.
- Process Improvement: Collaborate with Service and Support teams to develop system and process enhancements that improve efficiency and accuracy.
- Documentation & Controls: Work with management to review and update procedures regularly, enhancing process efficiency and control measures.
- Testing & Projects: Participate in testing of process-related functions for project releases and regression testing, and support other tasks or projects as required to ensure smooth team operations.
What are we ideally looking for in a successful candidate:
- Minimum of 2 years experience in an Investment Operations role.
- Strong understanding of financial markets and wealth management products (preferred).
- Proactive and confident, with the ability to take initiative in a client-focused, delivery-driven environment.
- Self-directed and results-oriented, with a strong sense of accountability.
- Ability to manage multiple deadlines and work effectively under pressure.
- Proven communications skills both written and verbal given there will be a lot of communication with external stakeholders
What is in it for you
We offer a competitive salary, financial reward high performance and global career opportunities in the UK, Canada, Czech Republic, Australia, New Zealand or China. As part of our team, you'll enjoy generous employee benefits, including 20 days annual leave, full health and life insurance coverage, volunteer leave, and 26 weeks of Company Paid Parental Leave. Plus, refer a friend and receive a generous bonus. And so much more!
If this role appeals to you, please apply with your cover letter and CV by Monday 29 December.
- Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.
For more information, please reach out to us on [Confidential Information]
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world's leading financial institutions, with over US$2.2 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
