Banking & Financial Services Job Listings

Senior Trading Operations Manager63393876236289110

Workable

Senior Trading Operations Manager

Eightcap is an Australian online financial trading Company that specialises in foreign exchange (Forex) and contract for difference (CFD) trading, offering over 800 tradable instruments to retail clients. We combine the agility of a fintech company with the stability of a trusted financial institution to deliver trading technology and solutions for B2B clients and traders, empowering them to succeed. Our culture is fast-paced, collaborative, and innovative. The Company is headquartered in Melbourne, Australia with offices in the UK & Cyprus and support offices in The Bahamas, Bulgaria and Guatemala. Quickly becoming a leader in its field, Eightcap has gone from strength to strength and experiencing rapid growth. Because of this, we are looking for a Senior Trading Operations Manager to lead an established team in Melbourne, and various global offices. The Trading Operations team plays a crucial role in shaping the trading environment and our clients' experience. Through platform administration, price monitoring, liquidity, and trading bridge management, the Operations team ensures Eightcap's clients consistently enjoy the competitive pricing and trading conditions that have become synonymous with our brand. Furthermore, the Operations team's direct involvement in numerous market-leading projects highlights their significance in driving Eightcap's initiatives forward. Key Responsibilities: Managing the effective functions of EightCap’s core Trading Product Maintain and expand Eightcap’s Trading Infrastructure (Trading Platforms, Bridges, and Product offering) Allocating resources to support Trading functions for three key areas (B2C, B2B and Simulated Trading) Onboarding of liquidity partners and relationship management Leading projects to support both current and future trading environments Identifying opportunities for process enhancements, cost and efficiency measures Ensuring compliance with financial regulators (ASIC, FCA, CySec) Overseeing the Tier 2 Support Function for complex Trade Investigations Reporting to the Head of Trading & Execution Requirements Who are you? Proven project management & leadership skills 5+ years in the CFD or broader financial services industry Familiarisation with various Trading Platforms and Bridge Technology Values and respects diversity Ability to work with individuals from multicultural backgrounds Right to work permanently in Australia Fluent in English MetaTrader, TradingView, DX, C-Trader admin experience Familiarisation with Liquidity Providers in the CFD Space Ability to work under pressure Bachelor’s degree in Commerce/Finance or similar Benefits Why Eightcap? Ongoing investment in your career development Wellness and lifestyle perks like monthly corporate massages Parental leave Staff referral bonus program Employee-purchased leave Perkbox reward and recognition Study assistance Dogs in the office Annual flu vaccinations Complimentary fruit and snacks Multicultural environment A dynamic and collaborative team culture Great CBD location with easy access to public transport Regular social activities Are you interested in this opportunity but don’t meet every requirement? Eightcap endeavours to create an inclusive and diverse workforce by offering an opportunity for the right people and so we encourage you to apply. We respectfully ask that no recruiters contact anyone at Eightcap regarding this role

Melbourne VIC, Australia

Workable

Credit Analyst

Full-time position based in Melbourne CBD Non-conforming lender - our client provides a flexible approach to the assessment of their client's finances Great Career Progression with a supportive team environment. About Our Client Our client is a family owned and managed business with headquarters in Melbourne, Victoria. For over 75 years, they have given hope to borrowers who have been turned away by the major lenders and banks. By providing a flexible approach to the assessment of their clients' finances, they have supported countless families with opportunities to secure their future. Their team of professionals share a wealth of experience across all areas of banking and finance, having financed more than 30,000 dwellings to date. About The Opportunity We are currently looking for a proactive Credit Analyst to join our client’s team. Reporting to the Credit Manager you’ll play a key role in the assessment and processing of mortgage applications. This is a fantastic opportunity to further your credit experience in a non-conforming lending environment, where you’ll be exposed to a variety of client scenarios and learn how to assess applications that sit outside the traditional lending space. You’ll work alongside a supportive team of Credit Analysts, BDMs, and the Senior Leadership that will help you grow in your credit career. Key responsibilities, you will be: Prepare, assess, and submit consumer and business loan applications in line with internal policies. Oversee scenarios and workshop deals in collaboration with the Credit Manager and other senior stakeholders. Build and maintain strong working relationships with brokers, sales teams, and internal departments. Identify opportunities to enhance credit processes and procedures for efficiency and compliance. Complete due diligence across all applications, ensuring alignment with NCCP, AML/CTF, and Privacy obligations. Support internal reporting requirements and contribute to operational excellence initiatives. About You A minimum of 3 years’ experience in credit analysis or underwriting, ideally within mortgage, finance, or banking sectors. Familiarity with ApplyOnline or loan origination systems. Exposure to non-conforming lending will be highly regarded. Solid understanding of mortgage lending and complex financial structures, including companies and trusts. Excellent interpersonal skills and a natural ability to build trust with internal and external stakeholders. Strong organisational skills and the ability to juggle multiple priorities in a fast-paced environment. Prior experience holding a Delegated Lending Authority (DLA) will be highly desirable. A positive and professional attitude, with the willingness to be onsite in the Melbourne office 5 days per week. How to Apply Please apply via LinkedIn and provide a copy of your resume. If you would like to provide a cover letter, that would be welcomed. Any questions can be directed to Celine Drogat at cdrogat@partaletalent.com.au No Agencies thank you.

Melbourne VIC, Australia

Head of Portfolio Solutions63393849068419112

Workable

Head of Portfolio Solutions

Lead the evolution of portfolio strategy and client outcomes in a high-impact leadership role at the forefront of investment innovation. At Zenith Investment Partners, we’re offering an exceptional opportunity for a Head of Portfolio Solutions to join our dynamic and high-performing team. This is a highly visible leadership role where you’ll shape strategic investment outcomes, collaborate across functions, and engage directly with clients and stakeholders. You’ll be empowered to drive innovation in portfolio construction, reporting, and client engagement, while mentoring a talented team and contributing to the broader strategic direction of the business. Your key responsibilities as a Head of Portfolio Solutions will include: Driving client portfolio construction and fund selection in collaboration with the Portfolio Solutions and Asset Allocation teams. Overseeing the delivery of timely, accurate reporting, including market updates, performance attribution, and client reporting. Managing client relationships, addressing portfolio queries, and representing Zenith in Investment Committee meetings. Driving strategic initiatives and operational improvements, including system enhancements and cross-functional collaboration. Mentoring team members and developing new client reporting capabilities to support evolving business needs. Monitoring portfolio performance and risk, ensuring alignment with benchmarks and regulatory requirements. You will need the following experience and skills to join us as a Head of Portfolio Solutions: You must have at least 10 years of experience in investment research, funds management, or a related financial services environment. You will have a strong background in portfolio construction, fund selection, and performance analysis. You should possess excellent leadership and stakeholder engagement skills, with the ability to influence at all levels. You must be highly proficient in Microsoft Office tools, with experience using Bloomberg and MSCI Barra considered advantageous. You will hold a finance-related degree and ideally a postgraduate qualification, reflecting your deep technical and strategic expertise. Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients! We foster a culture that values leadership, innovation, and collaboration. Our team thrives in a flexible and inclusive environment that supports professional growth, cross-functional teamwork, and continuous improvement. Whether you're leading strategic initiatives or mentoring future leaders, you'll be part of a business that values your impact and supports your development. Benefits: The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally A pleasant, ambitious and professional working climate with good opportunities for further development A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global investment industry Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences Eligibility of discretionary bonus 4 days study leave per annum $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy) A range of wellbeing offerings and discounts on everyday spending Flexible work options under our Versatile Work Practices Apply now and we'll aim to get back to you with feedback within 5 working days.

Melbourne VIC, Australia

A$4,000/month

SME Portfolio Specialist - Financial Lines63499843409539113

Workable

SME Portfolio Specialist - Financial Lines

BizCover who? You haven’t heard of us? We dominate the SME business insurance market by having an online platform that makes comparing and buying business insurance a super easy process. Not to toot our own horn but we have been recognized in Deloittes fast 50 companies as one of the fastest growing technology companies and Westpac’s top 20 businesses of tomorrow - #killingit About The Team: The Product team is responsible for delivering best-in-class insurance products that meet the needs of small business customers across Australia and New Zealand. We partner with insurers, technology, compliance, analytics, customer, and operations teams to build, maintain and improve a wide range of commercial insurance products - ensuring they are compliant, competitive, and easy to purchase. About the Role: You will take charge of a diverse range of Financial Lines products, playing a crucial role in crafting the strategy and maximising the performance of this dynamic portfolio. Reporting directly to the Head of Customer Acquisition & Product, you will proactively seek out growth opportunities, refine quote and conversion rates, and spearhead initiatives that boost product performance and profitability. This position seamlessly integrates product leadership with commercial accountability, making it an ideal fit for someone with robust Financial Lines expertise, strategic vision, and a proven ability to drive end-to-end delivery through cross-functional teams. Location- Our ideal candidate would be based in Sydney, but we’re open to considering candidates located interstate within Australia. Requirements Role & Responsibilities: Product Ownership & Delivery Lead a portfolio of Financial Lines products with a focus on quote rate, conversion, and profitable growth. Own key insurer relationships, identifying opportunities to improve product competitiveness and expand appetite. Responsible for ongoing product maintenance, ensuring accuracy, compliance, and operational alignment across all active policies. Accountability for end-to-end product delivery, including scoping, documentation, testing, and release. Use data insights and industry knowledge and market feedback to inform product improvements and strategic direction. Monitor product performance, report on commercial outcomes, and make recommendations for change. Stakeholder & Team Leadership ·Support the Head of Customer Acquisition & Product in driving team planning, prioritisation, and cross-functional alignment. Collaborate closely with technology, analytics, and operations to deliver enhancements that lift conversion and performance. Provide guidance and project oversight to junior team members, contributing to a culture of learning and execution. Compliance & Documentation Partner with Risk & Compliance to ensure underwriting guidelines and binder requirements are met across insurers. Develop and maintain accurate process documentation and training material to support scale and audit-readiness. Support internal QA, insurer audits, and operational alignment across systems and processes. Your experience: A minimum of 5 years’ experience specialising in Financial Lines insurance products, either in a broking or underwriting capacity. Deep understanding of product structures, insurer appetites, and market dynamics. Proven ability to drive product performance through data-led decision making, commercial insight, and strategic delivery Experience leading or mentoring within teams. Confident engaging with stakeholders across technical, operational, and insurer channels. Excellent time management and ability to manage competing priorities. A passion for detail, problem-solving, and continuous improvement. Familiarity with tech delivery processes and product lifecycle systems. Benefits Hybrid working model with flexibility to work from home 3 days a week and 2 days a week in the CBD office. Exciting and rewarding team culture Quarterly recognition awards Business Casual dress code Birthday vouchers Rewarding Employee Incentive Program Growing company with progression opportunities Diversity of employees makes for a creative and fun workplace. BizCover is a melting pot of cultures and personalities, but to At BizCover, we truly believe in the power of diversity. We actively welcome applications from individuals with all kinds of backgrounds and experiences. If you share our passion for making a difference and believe in creating an inclusive work environment, we would be thrilled to have you apply for this amazing opportunity. Come and be a part of our journey as we foster a diverse and supportive atmosphere where everyone can flourish and showcase their distinct skills. Constantly strive to be the best we can, we look for people who are – Customer Fanatics - noun: a person who delivers a first class customer experience every time Drumbeaters - noun: a person who enthusiastically celebrates and supports their teammates and the business Finishers - noun: a person you can trust to get it done Advancer - noun: a person who always wants to do better

Sydney NSW, Australia

Partner Business IT Solutions and Delivery - Banking - Australia and New Zealand63499832236290114

Workable

Partner Business IT Solutions and Delivery - Banking - Australia and New Zealand

As a Partner Business IT Solutions and Delivery - Banking, you will play a pivotal role in engaging with customers in the banking industry at the C-Suite level to enhance their bottom line. Acting as a trusted advisor, you will strategically identify technical challenges, understand customer business drivers, and guide appropriate engagement approaches within customer organizations. Collaborating with our team of business specialists, you will co-create new products and solutions to meet our clients' evolving needs while also leading transformation projects in core banking and lending areas. Key Responsibilities: Strategically identify technical challenges and propose incremental business value using our portfolio. Understand customer business drivers and establish buy-in at all levels within client organizations. Drive the co-creation of new products and solutions alongside our team of business specialists. Collaborate with stakeholders to understand business requirements and challenges comprehensively. Analyze existing processes and identify areas for improvement using deep industry knowledge. Requirements Minimum 8 years of experience providing solutions and digital transformation related delivery to banks for their strategic and transformational initiatives. Excellent Master's degree in Computer Science, IT, Business, Finance, Economics, Physics, Mathematics; MBA or PhD is a plus. Deep expertise in Lending, Deposit Management, Virtual Account Management or Core Banking Extensive network with C-Suite executives within Tier 1/Tier 2/Challenger/Neo Banks in the region. Strong business acumen combined with solution-selling skills. Business fluent in English. Benefits You will have the opportunity to collaborate with some of the brightest minds in the industry on an incredibly ambitious project to shape the ever-evolving financial sector. This is an environment where you can have it all - the agility, enthusiasm, and dynamism of a start-up, combined with the established expertise, solid market presence, and extensive customer network of a more established organization. At SAP Fioneer, you will benefit from a flexible work environment that encourages creativity and encourages you to think outside the box, bring new ideas to the table, and challenge the status quo. You will become part of a diverse and global team that we are proud of and are constantly growing and reinventing. As an employee, you will have the chance to chart your career path and take advantage of competitive compensation packages and progression opportunities based on merit. We offer a comprehensive benefits package that includes occupational pension provisions, support for health and wellbeing, various mobility options like bike leasing and transportation allowances, as well as additional perks such as celebration rewards, meal programs, jubilee recognition, and relocation reimbursement.

Sydney NSW, Australia

Operation Risk Consultant63499842730242115

Workable

Operation Risk Consultant

Infosys Consulting is the worldwide management and IT consultancy unit of the Infosys Group (NYSE: INFY), a global advisor to leading companies for strategy, process engineering, and technology-enabled transformation programs. We partner with clients to design and implement customized solutions to address their complex business challenges, and to help them in a post-modern ERP world. By combining innovative and human-centric approaches with the latest technological advances, we enable organizations to reimagine their future and create sustainable and lasting business value. A pioneer in breaking down the barriers between strategy and execution, Infosys Consulting delivers superior business value to its clients by advising them on strategy and process optimisation as well as IT-enabled transformation. To find out how we go beyond the expected to deliver the exceptional, visit us at www.infosysconsultinginsights.com Infosys Consulting – is a real consultancy for real consultants. Requirements We have an opportunity available for an Operational Risk Consultant - Consultant / Senior Consultant to join our Team. Mush have skills and experience: Operational risk experience, CPS 230, CPS 231, CPS 232, vendor risk management, Business Continuity Planning, Critical operations. Experience in developing and implementing operational risk management programs. Experience in conducting risk assessments and developing risk mitigation controls. Experience in monitoring and reviewing operational risk management programs. Experience in reporting on operational risks to senior management. Experience in conducting control assurance programs. Experience working with mid and senior-client stakeholders. In addition to the above must-have skills, candidates having the below skills and experience will be preferred: Experience managing Line (line of defence or LOD) 2 and Line 3 audits in the financial services industry. Experience managing or conducting reviews or controls testing of organisational BCP (business continuity planning) processes in the financial services industry. Experience managing or conducting technology review or control testing in the financial services industry Good program management skills. Benefits We offer you great opportunities within a dynamically growing consultancy. If you are looking for a progressive company where you are not just a cog in the wheel, but where you can truly shape our future and the future of our clients, then you are the right individual for this opportunity. At Infosys Consulting you will discover a truly global culture, highly dedicated and motivated colleagues, a cooperative work environment, and interesting training opportunities.

Sydney NSW, Australia

Workable

Programmatic Trader

About Ticketek Entertainment Group Ticketek Entertainment Group is a global fan experience company that tickets, promotes and delivers live experiences that are impossible to forget. In a distracted world where nothing beats real human moments, We make life better live! Our Group includes; our Fan Experience Platform (Ticketek) that sells tickets and provides value added services, Event promoting, with businesses across Touring (TEG Touring), Sport (TEG Sport), and Family Experiences (TEG Experiences) and our digital business (Ovation) which focuses on delivering seamless data-driven outcomes for our fans and partners. About the Role: We're hiring a Programmatic Trader to optimise fan expereinces within our Ovation pillar. This role executes dynamic programmatic campaigns across multiple channels, leveraging your programmatic media trading expertise to drive exceptional campaign performance and efficiency. You'll craft and implement campaign strategies, optimize performance through powerful data-driven insights, and collaborate with passionate internal teams to deliver standout campaigns that achieve high-quality results. Requirements What does a day in the life look like? Role Responsibilities: Platform Leadership Execute Programmatic Buys within DV360, The Trade Desk (TTD), and Vistar, applying trading skills and technical expertise to optimize campaign performance for Performance campaigns. Develop and implement segmentation and optimization strategies to drive campaign efficiency and effectiveness, utilizing data-driven insights to inform decisions. Utilize trading-related technologies, including DSPs and 3rd Party API social media bid management platforms, to support campaign goals and objectives. Deliver accurate and timely reports, providing insights and recommendations to stakeholders to improve campaign performance. Collaborate with internal teams to ensure seamless campaign execution and alignment with client goals. Craft Leadership Apply best practices in programmatic media trading, analytics, and data-driven storytelling across teams, championing digital marketing measurement and attribution. Support stakeholders in interpreting campaign performance, providing actionable insights and recommendations to drive business outcomes. Stay up-to-date on industry developments and sharing knowledge and insights with the broader team to drive continuous improvement. Collaborate with internal teams to drive client success, providing expertise and support to deliver exceptional results. About You 1-2 years experience in digital media, Ad Tech, Agency or Independent Trading Desk environment. Hands-on experience with DSPs such as DV360, TTD, and Vistar (or similar DOOH platforms). Understanding of Programmatic channels, including Display, Video, Audio, Native, and DOOH. Experience in managing client campaigns, with a focus on learning and growth. Solid analytical and problem-solving skills. Basic Excel skills. Desirable experience Experience with retail, entertainment, or ticketing verticals. CM360 and Ad Ops experience Exposure to CDP/DMP and CRM-data integration with media platforms. Benefits Here’s a taste of what TEG offers: Complimentary event tickets Birthday and volunteering leave Wellbeing discounts & flu vaccinations Paid parental leave & free employee support (EAP) Global rewards and recognition Learning, development & career pathways A diverse, inclusive, and passionate team For more information about TEG please go to http://www.teg.com.au/ TEG is an equal opportunity employer committed to embrace diversity, respect, and care for our people and communities. If there are any adjustments that need to be made to ensure you have a fair and equitable experience in our recruitment process, please advise us when scheduling your interview. *Only direct applications will be considered. No recruiters please*

Sydney NSW, Australia

Junior Client Funding Operations Specialist63499830358529117

Workable

Junior Client Funding Operations Specialist

About TMGM TMGM stands at the forefront of online trading and investment services, proudly serving as Chelsea FC's Official Regional Online Forex and Trading Partner in Asia Pacific. With a global presence and offices spanning three continents, TMGM has earned its reputation as a trusted CFD trading provider. We embody excellence through a commitment to regulatory compliance, technological innovation, and unparalleled customer service. At TMGM, our vision goes beyond providing a platform for trading; we aspire to empower our clients with the best trading conditions. We leverage industry-leading and cutting-edge innovative platforms to ensure that your trading experience is nothing short of exceptional. Our relentless commitment to research and development continually pushes the boundaries of liquidity and usability, giving you the tools you need to thrive in an ever-evolving financial landscape. About the Role We are seeking a highly detail-oriented and proactive Junior Client Funding Operations Specialist to support our daily funding operations and ensure accuracy across financial processes. This role plays a critical part in maintaining the integrity of our client funding activities, with responsibilities spanning daily reviews, data reconciliation, risk analysis, and reporting. Responsibilities Conduct daily funding reviews and process transactions with accuracy and timeliness. Perform data reconciliation and generate internal and external reports. Collate and analyze operational statistics. Identify, investigate, and report on abnormal funding issues or discrepancies. Support risk analysis from a funding operations perspective. Process client cases and maintain accurate documentation. Requirements Possession of a Bachelor's degree in Business Administration, Business Management, or a related discipline. Demonstrated proficiency in both written and verbal communication. Fluency in English and Mandarin Chinese is mandatory. Strong attention to detail to ensure the accuracy of information. Capacity to perform effectively under pressure in a dynamic work environment. Proficiency in collaborative teamwork. Ability to exhibit patience while performing repetitive tasks and maintain a high level of accuracy amidst multitasking. Quick learner, capable of rapidly assimilating new information and applying it effectively. Intermediate to advanced proficiency in Microsoft Office, with advanced Excel skills being especially beneficial. Benefits Competitive salary and performance-based bonuses. Opportunities for career growth and development within a global company. Collaborative and inclusive work environment with exposure to cross-region operations. Health and wellness benefits. Flexible working arrangements.

Sydney NSW, Australia

Workable

Anti Fraud Engineer

About Sinch We are Sinch, a global leader in cloud communication, offering innovative solutions that power seamless customer experiences through SMS, voice, video, and messaging. Our technology enables businesses to engage with customers around the globe efficiently and effectively. With a presence in more than 50 countries, our team is passionate about pushing the boundaries of what's possible in communication. About the Role We are looking for dedicated Anti-Fraud Engineer who is focused on combating fraud to come join our team. In this role you will help drive efforts in fraud prevention / detection and limit the impact of fraud such as AIT (Artificially Inflated Traffic) and phishing. This is achieved through deep analysis, troubleshooting, monitoring, and configuration of our products / tools. It is important that we are constantly looking for new fraud trends, with this in mind it’s important that you are you analytical in your thinking and identify solutions for the problem(s). The role requires you to think outside the box to challenge the ways we are working and automate routines as much as possible. The Anti-Fraud & Quality team has members located globally. We believe in teamwork and this challenge will require good communication skills not only within the team, but across other teams as well as other product lines. As an Anti Fraud Engineer, you will: Monitor and prevent fraud proactively across systems, identifying potential threats and vulnerabilities in real-time. Develop and enhance fraud detection techniques, leveraging both existing and innovative tools to mitigate fraud risks. Document fraud detection processes and procedures to ensure consistency and maintain comprehensive records for compliance and operational purposes. Collaborate with cross-functional teams (e.g., engineering, security, and product) to provide support and guidance on fraud-related issues and best practices. Assist Account Managers by providing expertise in fraud prevention, ensuring that clients understand and implement effective anti-fraud measures. In order to be successfule for this role, we believe you have: Degree in Computer Science or a related field, or equivalent practical experience. Experience in telecommunications and/or messaging systems, with a strong understanding of their fraud-related vulnerabilities. Strong data analysis skills, with the ability to extract actionable insights from large datasets. Experience in report building using data visualization tools like Tableau or similar platforms. Familiarity with application monitoring and logging tools (e.g., Datadog, Elasticsearch) for tracking system performance and identifying anomalies. Problem-solving mindset, with the ability to think critically and adapt fraud detection strategies to new and evolving threats. Our corporate language is English, please submit your application in English Benefits FAMILY FIRST: We offer 26 weeks of paid leave for the primary caregiver and four weeks of or the secondary caregiver. Because family always comes first. CELEBRATE YOURSELF: Sinchers can take a day off on their birthday to celebrate with their loved ones. TAKE A BREAK: Balance is key. That’s why we offer a generous annual leave program so Sinchers can rest, recharge and come back refresh. STAY HEALTHY: We cover a monthly fitness allowance and offer wellness programs to keep our Sincher’s body and mind in top shape. TAKE THE NEXT STEP: Sinchers have access to coaching, career development support, and professional online courses to keep growing. CARE FOR YOURSELF: We offer free virtual counselling through our global Employee Assistance Program – Sincher’s mental health matters as much as their physical health. MAKE AN IMPACT: Sinchers get paid time off to volunteer for causes that matter for them – it’s their time to make a difference for the community. TREAT YOURSELF: We offer discounts on retail, entertainment and more through our Reward+ program. Our Values At Sinch we “Dream Big”, “Win Together”, “Keep it simple” and “Make it Happen”. These values are our foundation for fostering an environment where diversity of thinking, skills and experiences are embraced, delivering innovation and better business results. Bring your authentic self to Sinch Here at Sinch we embrace diversity and work to create an inclusive workplace where everyone can thrive. No matter who you are, you'll be able to explore new career and growth options - sharing your voice, building your path and making it happen with us. If this role isn’t what you’re looking for, please consider other open roles on our career page: Sinch Careers Our Hiring Process At Sinch, we are committed to following a recruitment process that is fair, objective, consistent, and non-discriminatory. To help us place the right people in the right role, we believe in science-based and fair assessment methods. We follow a competence-based, structured interview process where your skills, experience, and attributes relevant to the role and Sinch will be assessed. As part of our recruitment process, pre-employment testing is used to help us increase our hiring success by identifying the candidates that are most likely to thrive and be successful in the role. We acknowledge that there are two parties deciding in this process and welcome you to ask any questions you may have at any stage of the process. Requirements

New South Wales, Australia

Workable

Investment Consultant

Step into a client-facing role where your investment expertise and relationship skills will directly shape portfolio strategies and client outcomes across a dynamic and growing business. At Zenith Investment Partners, we’re offering an exciting opportunity for an Investment Consultant to join our high-performing consulting division. This role offers the chance to work closely with clients, portfolio managers, and sales teams, contributing to strategic investment decisions and delivering tailored consulting solutions. You’ll be exposed to a wide range of asset classes and investment structures, with opportunities to lead client engagements, develop market insights, and grow your career in a collaborative and intellectually stimulating environment. Your key responsibilities as an Investment Consultant will include: • Preparing for and participating in client meetings, including investment committee meetings, and managing follow-up communications and reporting. • Taking responsibility for assigned client relationships, including account management and responding to ad-hoc investment queries. • Leading sector-specific research and maintaining up-to-date knowledge of fund managers, investment processes, and products. • Supporting the sales team with prospective consulting clients, including participating in meetings and preparing documentation. • Producing high-quality client materials such as presentations, quarterly reports, and market commentary. • Collaborating with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance, and contributing to the development of investment content. You will need the following experience and skills to join us as an Investment Consultant: • You must have at least 5 of experience in investment research, financial planning, funds management, or a related financial services environment. • You will have strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively. • You should have a sound understanding of portfolio construction, investment structures, and financial markets. • You must be proficient in Microsoft Office tools, particularly Excel and PowerPoint, and ideally have experience with CRM systems such as Salesforce. • You will hold a finance or business degree and RG146 compliance, demonstrating your commitment to ongoing training, study and upholding professional standards in financial services. Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients! We foster a culture that values collaboration, continuous learning, and personal growth. Our team enjoys flexible work arrangements, hybrid work options, and regular team events that build strong connections. We support professional development through structured learning opportunities and encourage initiative and innovation in everything we do. Benefits: • The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally • A pleasant, ambitious and professional working climate with good opportunities for further development • A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry • Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences • Eligibility of discretionary bonus • 4 days study leave per annum • $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy) • A range of wellbeing offerings and discounts on everyday spending • Flexible work options under our Versatile Work Practices Apply now and we'll aim to get back to you with feedback within 5 working days.

Melbourne VIC, Australia

A$4,000/month