Senior Manager, Investment Operations & Reporting

This is a large, highly regarded institutional investment organisation with a long-standing track record of strong performance and disciplined growth. With a significant portion of assets managed internally, the business has built a sophisticated investment capability spanning listed and unlisted markets, including private equity, infrastructure, credit and real assets.

The organisation is entering a new phase of evolution, with a focus on strengthening governance, uplifting systems and data capability, and enhancing the way investment outcomes are delivered and reported. As part of this, a newly created division has been established to bring greater alignment across investment finance, reporting, and valuation governance.

This is a rare opportunity to step into a role where the foundations are strong, but there is real scope to shape, influence and build.

About the Role

You will lead a small, high-calibre team and be responsible for end-to-end oversight of investment accounting, valuation processes, financial reporting and control across a diverse portfolio. This includes listed assets as well as more complex exposures such as private markets, infrastructure and alternative investments.

Beyond BAU delivery, a key focus of the role is transformation. You will play a central role in uplifting systems, improving data integrity, strengthening controls, and driving automation across reporting processes. The environment is dynamic and evolving.

Key areas of focus include:

• Oversight of investment accounting and financial reporting processes
• Review and challenge of valuations, NAVs and complex accounting treatments
• Strengthening of control frameworks and governance processes
• Ownership of regulatory reporting inputs and compliance requirements
• Leading audit engagements and managing external service providers
• Driving system, data and process transformation initiatives
• Coaching and developing a high-performing team

This is a highly visible role with exposure to senior stakeholders and the opportunity to influence how the function evolves.

About You

You are a technically strong and commercially minded finance leader with experience across investment reporting, fund accounting or investment operations within a complex financial services environment.

You bring a balance of hands-on capability and strategic thinking, and are comfortable navigating ambiguity while building structure and improving processes.

Your background will likely include:

• CA or CPA qualification
• Experience within funds management, asset ownership, or custodial environments
• Strong knowledge of investment accounting, valuation and control frameworks
• Exposure to complex asset classes (e.g. alternatives, private markets, derivatives)
• Experience working with or managing custodians and external providers
• A track record of improving processes, systems or operating models

You are:

• A natural problem solver with strong attention to detail
• Comfortable influencing senior stakeholders and cross-functional teams
• Pragmatic, resilient and able to operate in an evolving environment
• A people leader who can develop capability and lift team performance
• Motivated by the opportunity to build, improve and leave something better than you found it

Reference: 06810-0013422507-JM

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