What are the responsibilities and job description for the Wealth Operations and Investor Services Associate position at Macquarie Group?
An excellent opportunity has opened within Macquarie Asset Management to partner closely with the fund management, compliance, legal, and tax structuring teams to deliver client focused solutions. The role sits within a team that oversees the operations supporting the launch, distribution, and servicing of Alternative Investment products to our distribution partners and investors
While Macquarie offers hybrid working for many of our roles, this role does require 3 days a week in our office location.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
As an associate, Wealth Operations and Investor Services, you will be a key member of the Fund Management team supporting Alternative Investment products on the wealth platform. You will manage and prioritize ongoing inquiries from distribution and adviser partners, resolve operational issues across the relationship lifecycle, and support regular and ad hoc client and distributor reporting.
The role also focuses on enhancing standard operating procedures, overseeing fund administrators and transfer agents, and driving process improvements. Strong organizational skills, clear communication, and the ability to manage multiple initiatives and stakeholders are highly valued, as you will partner closely with internal and external teams to ensure fund and client requirements are consistently met.
Salary range for this position: $135,000 - $175,000/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
What We Offer
Benefits
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:
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 31 September 2025, excluding assets acquired by Nomura on 1 December 2025.
Empowering all kinds of bright and driven people
We are committed to providing an inclusive environment for all that values and respects different experiences, skillsets and perspectives. Macquarie provides access to opportunities for all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.
We provide reasonable accommodation to individuals who may need support during the recruitment process and employment. If you require an accommodation, please let us know during the application process.
While Macquarie offers hybrid working for many of our roles, this role does require 3 days a week in our office location.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
As an associate, Wealth Operations and Investor Services, you will be a key member of the Fund Management team supporting Alternative Investment products on the wealth platform. You will manage and prioritize ongoing inquiries from distribution and adviser partners, resolve operational issues across the relationship lifecycle, and support regular and ad hoc client and distributor reporting.
The role also focuses on enhancing standard operating procedures, overseeing fund administrators and transfer agents, and driving process improvements. Strong organizational skills, clear communication, and the ability to manage multiple initiatives and stakeholders are highly valued, as you will partner closely with internal and external teams to ensure fund and client requirements are consistently met.
Salary range for this position: $135,000 - $175,000/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
- Bachelor’s degree required; Accounting or Finance preferred
- Minimum of 5 years’ experience in fund operations and/or client services within alternative investments
- Experience with funds registered under the Investment Company Act of 1940 and/or the Exchange Act of 1934 is advantageous
- Demonstrated ability to support process improvement initiatives, manage workstreams or projects, and operate effectively in a fast paced, collaborative environment
- Strong organizational and time management skills, with the ability to manage multiple deliverables and competing priorities
- Effective written and verbal communication skills, with experience engaging internal stakeholders and external partners
What We Offer
Benefits
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
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 31 September 2025, excluding assets acquired by Nomura on 1 December 2025.
Empowering all kinds of bright and driven people
We are committed to providing an inclusive environment for all that values and respects different experiences, skillsets and perspectives. Macquarie provides access to opportunities for all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.
We provide reasonable accommodation to individuals who may need support during the recruitment process and employment. If you require an accommodation, please let us know during the application process.
Salary : $135,000 - $175,000