Siddle Family Office (“SFO”)
Investment Operations
Reports to: COO & CIO of SFO
Reports: Nil
Time Allocation: 3 or 4 days a week
Location: Online and Office CBD Sydney
Organisational Overview
SFO is a recently established family office based in Sydney, supporting family members across a range of financial and investment matters. There are layers of governance within the organisation that include family members and non-family independent executives. The organisation is in a growth phase and operates with a relaxed and collegial management style.
SFO is in the process of internalising its finance and investment functions, which were largely outsourced prior to the establishment of the office. We are seeking an experienced investment operations professional to work closely with the COO and CIO on the next phase of building the operational infrastructure and systems required to manage the group’s evolving in-house investment activities and operations.
Alongside the family office, the Siddle Family Foundation has been established to support the family in making a meaningful, lasting impact on Australian communities.
Job Overview
The candidate will work closely with the COO and CIO in developing SFO’s investment operations. This individual will be responsible for managing the operational workflows that supports a diversified investment portfolio across both public and private markets, including fund investments and direct holdings.
As this is a new role, its scope will evolve over time, but is expected to include the following areas:
Development of operations processes and systems
- Help design, implement, and maintain investment operations systems and tools (e.g. portfolio management software, data feeds, dashboards) to support a scalable, efficient investment platform
- Develop and maintain internal operational documentation including processes, checklists, and policies
- Investment related data and reporting
- Coordinate and oversee the operational workflow for new investments
- Maintain accurate and up-to-date investment records
- Assist in the preparation and delivery of periodic investment reporting
Treasury operations
- Prepare and maintain cashflow forecasts to support liquidity planning and capital deployment
- Manage cash movements related to investments, including funding commitments and distributions
Investment operations
- Liaise with external parties including administrators, custodians, fund managers, and legal and tax advisors
- Support pre- and post-investment processes including administering KYC, reconciliations, and performance tracking
Selection Criteria
- Demonstrated experience in investment administration/operations, ideally across a broad range of asset classes, including data management, investment reporting and performance analysis.
- Experience using investment management systems, with an ability and keen interest to contribute to system selection, implementation, and process automation.
- Prior experience in investment operations or a middle office environment (e.g. fund accounting, private equity fund operations, wealth management) or working in a dynamic family office environment.
- Ability to work in an agile manner, respond to emergent tasks, prioritise effectively to meet multiple deadlines and produce high quality work within agreed timelines.
- Ability to liaise effectively internally and with external counterparties
- Strong Excel skills
- Application Materials:
- Cover Letter addressing key criteria
- Comprehensive CV; max 3 A4 pages