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 perform daily investment operations processing for corporate and retail clients. You will manage data and pricing, place and monitor orders, process transfers and corporate actions, settle payments, perform asset and cash reconciliations, investigate breaks, maintain controls, meet service standards, and communicate with stakeholders.
Requirements
- A degree or equivalent in finance business or a numerate discipline
- Operations experience in the wealth management or platform industry
- Experience in client services
- Experience using Excel for data analysis
- Ability to work accurately to deadlines
- Excellent interpersonal and communication skills
- Knowledge of platform propositions from retail client to asset servicing delivery
- Technical operational knowledge relevant to the assigned functional area
- Change management experience
- Understanding of risk and compliance policies and processes
- Understanding of applicable regional regulations
Responsibilities
- Process daily operational activities accurately and on time
- Deliver service standards and contractual KPIs and KRIs
- Manage static data and pricing information
- Maintain accurate data from multiple vendors
- Place and monitor mutual fund and equity orders
- Process transfers into and out of custody
- Process mandatory and voluntary corporate actions
- Maintain stock and cash ledger control accounts
- Process client cash transactions and market settlements
- Manage FX trade processing and settlement
- Maintain interest rates across supported currencies
- Perform asset and cash reconciliations
- Investigate and resolve reconciliation breaks
- Maintain operational controls and risk reporting
- Complete mandatory training and continuing professional development
- Communicate with internal and external stakeholders