About the role

We are seeking a detail-oriented and proactive Investment Operations Analyst to join our dynamic finance team. The ideal candidate will play a critical role in ensuring the smooth functioning of fund operations and investment processes. Your responsibilities will encompass a diverse range of duties including fund operations management, financial reporting support, and maintaining key relationships with external stakeholders. This role offers the opportunity to contribute to the success of our investment strategies and operations while advancing your career in financial services. 

Responsibility

• Take ownership of daily fund operations and investment activities, including managing new investor unit registry, subscriptions, distributions, redemptions, and investor records using our established system.
• Perform basic fund-level bookkeeping monthly to support NAV and IAS reporting.
• Assist in the financial year-end process for FATCA/CRS reporting, AIIR, Tax Statements, etc.
• Cultivate positive relationships with external service providers such as custodians, investment counterparties, and bankers.
• Assist in due diligence on underlying investments, primarily fixed-income securities like public bonds, private credits, and short-term securities.
• Analyze investment performance and broad market data to provide insights for reporting and decision-making.
• Prepare ad-hoc reports, charts, and registers to support record-keeping and decision-making.

• Tertiary degree in finance, accounting, business analytics, or related fields.
• Exceptional attention to detail in numerical data processing.
• Proficient in MS Office suite, particularly Excel; basic knowledge of Python coding.
• Basic understanding of accounting principles; experience with XERO accounting software.
• High proficiency in English and Mandarin languages.
• Prior knowledge or internship experience in fund or investment operations.
• Capable of prioritizing tasks and meeting deadlines.
• Able to work independently and take ownership of responsibilities.
• Maintains confidentiality while handling day-to-day tasks.

At XE, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile apps and over the phone.   

Last year, we helped nearly 300 million people access information about the currencies that matter to them and over 350,000 people used us to send money overseas. Thousands of businesses relied on us for information about the currency markets, advice on managing their foreign exchange risk or trusted us with their business-critical international payments.   

At XE, we share the belief that behind every currency exchange, query or transaction is a person or business trying to accomplish something important, so we work together to develop new and better currency services that put our customers first.   

We are proud to be part of Euronext Worldwide (Nasdaq: EEFT), a global leader in processing secure electronic financial transactions. Under Euronet, we have brought together our three key brands – XE, HiFX and Ria Money Transfer – to become the business that XE is today.  

The purpose of the Complaints Manager is to effectively manage customer complaints, ensuring the reputation of Xe is protected and that all complaints are handled within regulatory guidelines.  

Working closely with the wider management team and support teams across the business, the jobholder will lead from the front in ensuring a high-quality service is being delivered to customers. This will include providing feedback to managers on individuals and processes, highlighting any concerns and making recommendations for improvement. 

Our principles 

AMBITION - We dream big, try things out and always ask “why not?” and “what if?” We’re ambitious in our thinking and our delivery 

RESPONSIBILITY - We get involved, bring our perspective and are always open to new ideas. We take personal responsibility 

COMMUNITY - We value a sense of belonging, trusting each other and encouraging authenticity. We contribute to our community 

What you’ll do 

• Investigate and handle global level 2 escalated complaints (written and verbal) for consumers and small businesses through to resolution, in line with the approach and timescales outlined in the complaint handling policy. This includes taking live escalated complaint calls and making proactive calls to clients throughout the handling of a complaint.   
• Exercise own judgement in the specific approach to take with individual complaints (written/verbal, timing of contact) and making informed and well-reasoned decisions in the event of financial outlay (gestures of goodwill).  
• Assist Compliance/Risk with compiling cases and regulatory reporting.  
• Review any customer feedback and respond where required. Daily management of customer feedback (Trustpilot/CSAT/Delighted surveys), providing responses and analysing trends. 
• Provide monthly MI and associated commentary to internal parties on Complaints and customer feedback as required– including identifying key trends, conducting root cause analysis and making recommendations for process improvement as appropriate to prevent reoccurrence. 
• Complete any complaint logs daily, ensuring all data and commentary is accurately entered. 
• Assist team members in Care and other support teams with Level 1 complaint responses, ensuring responses are within required regional timescales, working closely with Supervisors and Managers to address any training or coaching needs of individuals.  
  

Success Measures/KPIs 

The quality of the complaint handling will be monitored via audits. 

The quality of complaint resolution will be monitored against complaint regulatory body decisions.  

Who you are 

• Previous experience of managing escalated complaints in a financial services industry is essential.  
• Excellent verbal and written communication skills are needed in order to understand a client’s complaint and explain complex processes in a clear, straightforward but effective way.  
• A solution focused approach is required to persistently follow matters through to resolution  
• A high level of drive and motivation are necessary to achieve results whilst working cross departmentally, providing feedback and managing expectations at all levels, senior management through to team level.  
• The job holder should be quality driven, ensuring accurate data integrity and adherence to all processes. A strong team worker is required, with the ability to build and maintain strong cross functional working relationships.  
• The ability to work under pressure is essential, as is being someone who is change orientated.  
• A strong team worker is required, with the ability to build and maintain strong cross functional working relationships.  

 
Desirable 

•  Experience of writing and presenting reports 

• Competitive market-based salary 
• Annual Discretionary Bonus 
• Superannuation 
• Healthcare 
• 20 days annual leave increasing with each year of service (capped at 25 days 
• Paid day off for your Birthday 
• Discounted Euronet Employee Share Purchase Plan (ESPP) 
• Plumm Mental Health and Wellbeing  
• Volunteering day for a charity of your choice 

We want Xe to be a great place to work and to ensure that our communities are represented across our workforce.  A vital part of this is ensuring we are a truly inclusive organisation that encourages diversity in all respects. 

At Xe we are committed to making our recruitment practices barrier-free and as accessible as possible for everyone.  This includes making adjustments or changes for disabled people, neurodiverse people or people with long-term health conditions. If you would like us to do anything differently during the application, interview or assessment process, including providing information in an alternative format, please contact us on [email protected]