We’re seeking an experienced Senior Investment Analyst – Transition Management to play a critical role in managing complex, multi-asset class transitions within a multi-manager trust investment structure across Super and non-Super clients.
Requirements
- Manage end-to-end asset transition projects across multi-asset, Super and non-Super unit trust structures, following approved investment changes
- Plan and coordinate complex transitions including manager terminations and appointments, asset movements, legacy asset migration, and internal unit trust registry changes
- Propose and implement transition strategies, considering member impact, unit registry transactions, liquidity, market impact, buy/sell spreads, tax (CGT, stamp duty), and implicit/explicit transaction costs
- Act as the central point of coordination across Investment, Fund Accounting & Operations, Custody, Product, and Legal to keep timelines, pipelines, and dependencies on track
- Provide trading and execution advice (understanding trade execution and life cycle, without executing trades) and support cost analysis and financial modelling
- Support new business activity including RFPs, pitches, and presentations, contributing analytical insight on asset allocation and investment structures
- Build strong relationships with senior investment professionals through clear communication, proactive problem-solving, and a solutions-focused mindset
