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PATRIZIA

Investment Operations Analyst (m/f/d)

Reposted 3 Days Ago
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In-Office
Sydney, New South Wales
Junior
In-Office
Sydney, New South Wales
Junior
Support investment operations by preparing client reporting, maintaining performance models and reconciling records, reviewing unit pricing, assisting settlement of alternative investments, and liaising with clients, custodians and service providers to ensure accurate, timely portfolio operations.
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PATRIZIA is a leading partner for global real assets.

The expertise and commitment of our global teams form the basis of our success. Shaping a sustainable future and making a positive contribution to society is what drives our daily business.

As Analyst you will play a key role within the Investment Operations team in our Sydney office.

Your Responsibilities

  • Preparation and review of tailored reporting and advice to our superannuation and pension fund clients
  • Maintenance of performance models, including reconciliation of investment records and implementing portfolio changes
  • Review of unit pricing information, ensuring prompt resolution of issues
  • Assisting with the settlement of direct alternative investment transactions
  • Liaising with clients, custodians and other external service providers

What we look for

  • Tertiary qualification in a business‑related field (e.g., Finance, Accounting, Actuarial Studies), demonstrating strong foundational knowledge
  • 1–2 years of relevant professional experience, ideally within a high‑performing financial institution
  • Proven exposure to environments such as fund management, custodianship, or superannuation funds
  • Strong analytical and problem‑solving capabilities with the ability to translate findings into practical outcomes
  • Excellent interpersonal skills and ability to communicate clearly with internal and external stakeholders
  • Demonstrated ability to manage multiple workflows and prioritise effectively in a fast‑paced environment
  • Consistently high attention to detail and accuracy in all deliverables
  • Advanced proficiency in Microsoft Word and Excel,i.e. the ability to work confidently with complex documents and datasets

     

    What we offer

    • Competitive and performance oriented remuneration package
    • Hybrid working environment and mobile working
    • Various skill building and learning opportunities through PATRIZIA Academy, like talent development programs and mentorship
    • Inclusive and equal-opportunity workplace (incl. ED&I Committee) in an international environment
    • Possibility to participate in different employee resource groups (NextGen, LGBTQ+ Alliance, Female Advance, Parents & Carer Network etc.)

    Sounds like you?

    If you want to create a better tomorrow with us, we want to hear from you via our job portal (www.patrizia.ag/career). Together, let's make a positive impact.

    We’re proud to be an equal opportunity workplace.

    At PATRIZIA, we are committed to leading the industry in how we advance the equity, diversity and inclusion of our global teams. The opinion and experience of each individual counts. With inherent trust in each other, we do our greatest work steeped in courage, integrity, optimism and tenacity.

    PATRIZIA Pty Ltd | Human Resources

    Brisbane Avenue 39 | Barton ACT 2600, Australia | +49 69 643505-1317 | www.patrizia.ag

    Top Skills

    Excel
    Microsoft Word

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