Investment Operations Officer
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will complete daily investment-operations processing accurately and on time, meet client service standards, manage operational risks and controls, and support continuous improvement. Depending on the functional area, you will handle static data and pricing, dealing, transfers, corporate actions, settlements, payments, cash, or reconciliations while working with clients, vendors, custodians, brokers, and internal stakeholders.
Requirements
- Finance, business, or numerate discipline degree or equivalent
- Wealth management or platform operations experience
- Client services experience
- Excel
- Data analysis
- Platform industry knowledge
- Operational knowledge
- Change management
- Risk and compliance
- Financial-services regulation
Responsibilities
- Complete daily processing accurately and to quality standards
- Deliver client services in line with contractual KPIs
- Maintain operational relationships with internal and external stakeholders
- Meet KPI and KRI requirements and prevent service failures
- Support operational transformation and continuous-improvement initiatives
- Complete risk management, control attestation, risk-event reporting, and breach reporting
- Follow operational controls and provide evidence of standards achieved
- Support processing of client assets and client money
- Manage static data and pricing information
- Manage vendor data sources
- Place and monitor mutual fund and equity orders
- Transfer platform holdings into and out of FNZ custody
- Process corporate actions
- Process market settlements, cash transactions, ledger movements, and FX trades
- Perform asset and cash reconciliations and resolve breaks