Macquarie Bank

Associate, Wealth Solutions Operations

Macquarie Bank$120K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; Accounting or Finance preferred
  • 3-5 years of relevant experience in fund operations, client services, or alternative investments
  • Proven ability to manage workstreams and support process improvements
  • Strong organizational and time management skills
  • Excellent written and verbal communication skills with internal and external stakeholders
  • Detail-oriented mindset focusing on accuracy and problem-solving

Responsibilities

  • Support day-to-day operations of the Wealth Solutions platform
  • Manage and prioritize inquiries from distribution and adviser partners
  • Produce recurring and ad hoc reporting for clients and distributors
  • Oversee fund administrators and transfer agents for high service standards
  • Contribute to improving and documenting standard operating procedures
  • Identify opportunities for process enhancement
  • Engage closely with internal teams and external partners

Benefits

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave
  • 20 weeks' paid parental leave for primary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Comprehensive benefits for physical, mental, and financial wellbeing
  • Access to Employee Assistance Program for health support
  • Wide range of learning and development opportunities
  • Hybrid and flexible working arrangements
  • Reimbursement for work-from-home equipment
Full Job Description
  • Email


Join the Fund Management team within the Wealth Solutions platform as a key contributor supporting fund operations, client experience, and process excellence. This role offers strong exposure to cross-functional collaboration, operational strategy, and fund lifecycle management, making it an excellent opportunity for someone looking to deepen their experience in alternative investments and client servicing. You will play a critical role in ensuring seamless delivery for internal teams, distribution partners, and external stakeholders.

What role will you play?

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As an Associate, you will serve as an integral member of the Fund Management team, supporting the day-to-day operations of the Wealth Solutions platform. You will manage and prioritize incoming inquiries from distribution and adviser partners, ensuring timely resolution of operational issues across the client and fund lifecycle. The role includes producing both recurring and ad hoc reporting for clients and distributors, while also contributing to the oversight of fund administrators and transfer agents to maintain high service standards.

In addition, you will play an active role in improving and documenting standard operating procedures, identifying opportunities for process enhancement, and supporting broader operational initiatives. Success in this role requires effective stakeholder management across internal teams and external partners, as well as the ability to manage multiple priorities in a fast-paced environment. This is a collaborative, in-office role with expectations to engage closely with team members and stakeholders.

Salary range for this position: $120,000 - $150,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. You can further read about the full spectrum of benefits we offer our people listed below.

What you offer

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  • Bachelor's degree required; Accounting or Finance preferred
  • 3-5 years of relevant experience in fund operations, client services, or within alternative investments
  • Proven ability to manage workstreams, support process improvement initiatives, and operate effectively in a fast-paced, team-oriented environment
  • Strong organizational and time management skills, with the ability to handle multiple deliverables and competing priorities
  • Excellent written and verbal communication skills, with experience engaging internal stakeholders and external partners
  • Detail-oriented mindset with a focus on accuracy, problem-solving, and continuous improvement


We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

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At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave
  • 20 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Recognition and service awards
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment


About Macquarie Asset Management

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Macquarie Asset Management is a leading global asset manager, trusted by institutions, individuals and communities to responsibly manage $A720 billion in assets. MAM provides clients with a diverse range of investment solutions that seek to deliver superior risk-adjusted returns.

All figures as at 30 September 2025, excluding assets acquired by Nomura on 1 December 2025.

About Macquarie Bank

Macquarie Bank is a global financial services provider that offers banking, financial advisory, investment and funds management services. The company was founded in 1969 and is headquartered in Sydney, Australia. Macquarie Bank operates in 31 countries and has a strong presence in Australia, Asia, Europe, and the Americas. The company has a diversified business model, with operations in areas such as infrastructure, real estate, and commodities. Macquarie Bank is committed to sustainability and has implemented several initiatives to reduce its environmental impact, such as reducing its carbon footprint and investing in renewable energy.
Learn more about Macquarie Bank
Size
18,133 employees
Industry
Founded
1969
NASDAQ

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