In-Demand Investment associate Jobs in St Leonards, Nsw

Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Sydney NSW
- Part-time
- Microsoft Excel
- Management
- Finance
9d
Project Administrator
HD Renewable Energy Australia Pty. Ltd. —Sydney NSW
- From $80,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick Apply
12d
Investment Associate - Octopus Australia
Octopus —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Wellness program
- Health insurance
Quick Apply
Capital Markets Academy 2027 - Launch Your Real Estate Career
JLL —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate – Infrastructure & Energy Finance, Sydney
Natixis CIB Australia —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate – Infrastructure Portfolio Management Group
QIC Limited —Sydney NSW
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Sydney NSW
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
Associate Partner - Sydney
Antler —Sydney NSW
- Full-time
- AI
6d
Associate - Corporate Finance and M&A
Alvarez and Marsal —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
System Administrator 2 - Sydney, Australia
M.C. Dean, Inc —Sydney NSW
- Weekend availability
- Senior Secondary Certificate of Education
- Bachelor's degree
- Associate degree
- Tuition reimbursement
Investment Banking Division - Associate, Investment Banking (Sydney/Melbourne)
Morgan Stanley —Sydney NSW
- Analysis skills
- Recruiting
- Communication skills
6d
Business Development Rep-AU
Certinia Australia Pty Limited —St Ives NSW
- Sales
- Salesforce
- Bachelor's degree
Quick Apply
Operations - Client Account Services - Associate
JPMorganChase —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- AI
Commercial & Investment Bank - Credit Sales - Associate, Sydney
JPMorganChase —Sydney NSW
- Full-time
- Sales
- Finance
- Business development
Investment Banking Associate, Financial Institutions Group, Global Investment Banking, Sydney
Bank of America —Sydney NSW
- Full-time
- Analysis skills
- Bachelor's degree
- Communication skills
Senior Associate/ Associate Managed Portfolio Specialist
NAB —Sydney NSW
- Full-time
- Management
- Customer service
- Financial services
12d
Associate - Corporate Finance and M&A
Alvarez & Marsal —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Category Development Manager, Vision Care
Alcon —Macquarie Park NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Sales
- Opportunities for advancement
13d
Workplace Coordinator
JLL —Sydney NSW
- Microsoft Word
- Hospitality
- Microsoft Excel
- Health insurance
- Parental leave
3d
Strategy& - Deals | Senior Associate
PWC Australia —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Research
- Parental leave

I want to receive the latest job alert for investment associate in st leonards, nsw

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment associate jobs near st leonards, nsw

Project Administrator jobs in Sydney NSW

Operations Analyst jobs in Sydney NSW

Finance Associate jobs in Sydney NSW

Banking Associate jobs in Sydney NSW

Investment Associate jobs in Sydney NSW

Real Estate Analyst jobs in Sydney NSW

Wealth Manager jobs in Sydney NSW

Account Executive jobs in Sydney NSW

Project Administrator jobs in Melbourne Vic

Project Officer Early Childhood jobs in Sydney Eastern Suburbs Nsw

It Systems Administrator jobs in Baldivis Wa

Project Administrator jobs in Merrylands Nsw

Project Administrator jobs in Albert Park Sa

Operations Analyst jobs in Melbourne Eastern Suburbs Vic

Operations Analyst jobs in Mawson Lakes Sa

Operations Analyst jobs in Kambah Act

Entry Level Data Analyst jobs in Buderim Qld

Operations Analyst jobs in Henley Nsw

Manager – Supply Chain Operations jobs in Sydney Nsw

Retail Sales Associate jobs in Aroona Qld

Escala - Wealth Management - Graduate Opportunity

Focus Financial Partners
Sydney NSW

Apply Now

Job Details

Part-time | Graduate
9 days ago

Qualifications

Investment
Investment management
Microsoft Excel
Management
Finance
Administrative experience
Bachelor's degree
Business
Communication skills
Time management

Full Job Description

Position Summary

The Middle Office Operations Analyst will take ownership of ongoing administrative and operational processes to support our client experience. This role supports front-line investment teams by improving efficiency, reducing manual workload, and ensuring accuracy and timeliness in all processes. The position serves as a bridge between the front office and back office, enhancing scalability and allowing the Associate, Client Relationships team members to focus on client-facing and analytical priorities. We are open to hearing from graduates, as well as students who are due to complete their studies at the end of 2026 and are available to work part-time while finishing their degree.

This role can be located in Sydney, New South Wales, Australia; Melbourne, Victoria, Australia.

Primary Responsibilities

Operational Task Ownership

Manage ongoing middle office activities such as client onboarding, asset transfers, cash payments, data entry, reconciliation, weekly custody sweeps, account maintenance, and report preparation.
Maintain and update databases, CRM systems, and internal records.

Process Streamlining

Assist with the transition of key tasks to middle office
Develop workflows, templates, and checklists to increase efficiency and reduce errors.
Collaborate with Operations Manager, the Associates, and internal team members to continuously refine processes.

Quality Control and Risk Management

Maintain high data integrity across systems and reporting outputs.
Ensure adherence to compliance, operational risk, and data governance standards.
Perform regular reconciliations between internal systems and external custodians or counterparties.

Collaboration and Support

Work closely with Associate, Client Relationships, Associates, Advisors, and Operations teams to ensure seamless workflow handovers.
Serve as a central point of contact for operational inquiries and task tracking.

Qualifications

Bachelor's degree in Commerce, Business, Finance (or a related field), or equivalent relevant work experience.
Prior experience supporting investment management or wealth management teams preferred.
Familiarity with automation or process improvement tools.
Strong understanding of investment operations and account administration.
High attention to detail and accuracy in data handling.
Proficiency with MS Excel and experience using investment platforms.
Strong organisational and time management skills, with ability to manage multiple routine tasks.
Effective communicator with collaborative, service-oriented mindset.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply Now

Refine Your Search

investment associate jobs in st leonards, nsw

Escala - Wealth Management - Graduate Opportunity

Project Administrator

Investment Associate - Octopus Australia

Capital Markets Academy 2027 - Launch Your Real Estate Career

Associate – Infrastructure & Energy Finance, Sydney

Associate – Infrastructure Portfolio Management Group

Escala - Wealth Management - Graduate Opportunity

Associate Partner - Sydney

Associate - Corporate Finance and M&A

System Administrator 2 - Sydney, Australia

Investment Banking Division - Associate, Investment Banking (Sydney/Melbourne)

Business Development Rep-AU

Operations - Client Account Services - Associate

Commercial & Investment Bank - Credit Sales - Associate, Sydney

Investment Banking Associate, Financial Institutions Group, Global Investment Banking, Sydney

Senior Associate/ Associate Managed Portfolio Specialist

Associate - Corporate Finance and M&A

Category Development Manager, Vision Care

Workplace Coordinator

Strategy& - Deals | Senior Associate

I want to receive the latest job alert for investment associate in st leonards, nsw

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected