Insignia Financial

Senior Analyst, Investment Operations

Creating financial wellbeing for all Australians

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  • Banking and Investment

  • Full-time

  • Office | Sydney, Australia

  • Visa sponsorship · No

  • Mid Level · A role for someone with some well-developed knowledge and skills they can bring to the role and team. Typically within 2-5 years of experience.

  • ·

Why Insignia Financial

Founded in 1846 as the Independent Order of Odd Fellows to protect working families, today Insignia Financial Ltd is an ASX Top 200 company and one of Australia’s leading wealth managers.

Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success.

Our goal is to create financial wellbeing for all Australians. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone.

About the role

Within our MLC Asset Management group, our Senior Analyst, Investment Operations support both the Derivatives Specialist and Fixed Interest teams, functioning as a key conduit between Investment Operations, internal and external stakeholders including Custodians and Counterparties.

What you'll be responsible for

  • 💼

    Investment Sourcing

    Sourcing new investment opportunities by identifying and evaluating market opportunities

  • 📊

    Investment Management

    Select, buy, and sell securities to maximize returns and manage risk, and monitor the performance of investments regularly

  • 👥

    Investment Relationship Management

    Build and maintain relationships with clients, understanding their investment goals, and presenting investment recommendations

Skills you'll need

  • 👥


    Works with others by being open, clear in communication and listening to achieve goals

  • 👍🏼


    Copes with changes and ambiguity in varying circumstances and can adapt behaviour effectively

  • 💭

    Critical thinking

    Identifies and synthesizes patterns and trends amongst various sources of information to reach a meaningful conclusion, perspective or insight

Meet the team

Derivatives Specialist

Insignia Financial