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 accurately and on time, delivering services for corporate and retail clients. You will follow operational controls, manage risks and reporting, support client assets and money processing, and contribute to continuous improvement. Depending on your assigned functional area, you may maintain static data and pricing, place and monitor orders, process transfers, corporate actions, settlements, payments, or reconciliations. You will communicate with stakeholders, complete required training, and develop your operational knowledge.
Requirements
- Degree or equivalent in finance, business, or a numerate discipline
- Operations experience in the wealth management or platform industry
- Client services experience
- Excel data-analysis experience
- Ability to work accurately to deadlines
- Interpersonal skills
- Communication skills
Responsibilities
- Process daily operational tasks accurately and to required quality standards
- Deliver client services in line with contractual KPIs and service standards
- Follow operational controls and provide evidence of standards achieved
- Complete control attestations, risk-event reporting, and breach reporting accurately and on time
- Support continuous-improvement and operational-transformation initiatives
- Maintain required and mandatory training
- Communicate information effectively to relevant parties for rapid resolution
- Manage static data and pricing information where assigned
- Place, monitor, and control investment orders where assigned
- Process platform holding transfers and investigate transfer requests where assigned
- Process corporate actions and reconcile client and agent holdings where assigned
- Process cash transactions, settlements, FX trades, and reporting where assigned
- Perform asset and cash reconciliations and resolve reconciliation breaks where assigned