Equities associate

his role is perfect for someone who thrives in a stimulating and supportive environment, where your commitment to excellence and attention to detail will be valued and nurtured. You will play a pivotal part in supporting both domestic and international equity trading activities, ensuring seamless post-execution processes through to settlement, while delivering exceptional client service to Australia and New Zealand based clients.

• Join a globally recognised financial institution with a strong reputation for nurturing talent and providing long-term career progression opportunities within a supportive and inclusive workplace.
• Be at the heart of equity trading operations, managing client onboarding, trade allocation, settlement processes, risk reporting, and regulatory requirements across both domestic and international markets.
• Benefit from working in a multicultural team environment that encourages collaboration, knowledge sharing, and personal growth while adapting solutions for clients across different geographic locations.

What you'll do:

As an Equity Middle Office Associate based in Sydney, you will be entrusted with responsibilities that span the full spectrum of post-trade equity operations. Your day-to-day activities will involve managing the onboarding of new clients, ensuring their experience is seamless from the outset. You will handle trade allocations and confirmations with precision, coordinate settlements across multiple markets, and proactively resolve any exceptions or fails that arise. Your ability to reconcile complex transactions and produce insightful risk reports will be crucial in maintaining operational integrity. In addition to responding thoughtfully to client queries, you will play an important role in meeting regulatory requirements while continuously seeking ways to improve existing processes. Success in this position requires not only technical proficiency but also a genuine commitment to teamwork, open communication, and adaptability within a multicultural environment.

• Oversee new client operational onboarding processes to ensure smooth integration into the firm’s systems and procedures.
• Manage primary and secondary market trade allocations as well as confirmation generation for clients, maintaining accuracy throughout each transaction.
• Coordinate pre-matching, settlement, and fails management for both domestic and international equity trades, ensuring timely resolution of any discrepancies.
• Perform detailed reconciliation tasks, prepare comprehensive risk reports, and manage exception items with diligence and care.
• Respond promptly to external and internal client queries by providing clear resolutions that enhance client satisfaction.
• Ensure all regulatory reporting obligations are met accurately and on time in accordance with industry standards.
• Identify areas for process improvement within operational workflows and actively contribute to the implementation of enhanced procedures.
• Collaborate closely with business units to address key internal issues as well as client concerns in a cooperative manner.
• Maintain acute awareness of risk factors within daily operations, escalating any control or risk items promptly to management.
• Support ongoing training initiatives by sharing knowledge with colleagues and contributing positively to the team’s collective expertise.

What you bring:

To excel as an Equity Middle Office Associate, you will bring proven experience from previous roles within financial services operations—ideally having supported equity trading activities or provided high-quality client service at an investment bank. Your interpersonal skills will allow you to collaborate effectively across teams while building trust-based relationships with both colleagues and clients. A keen eye for detail ensures your work is accurate even when handling complex reconciliations or regulatory reports. Your analytical mindset enables you to investigate issues thoroughly before proposing thoughtful solutions. Adaptability is key; you thrive when faced with change or ambiguity by remaining calm yet responsive. Above all else, your commitment to shared goals fosters a supportive atmosphere where everyone feels empowered to contribute their best.

• Demonstrated ability to navigate ambiguity effectively while acting with urgency when situations demand prompt action.
• Excellent communication skills coupled with a willingness to learn new concepts quickly and share acquired knowledge generously with others.
• Proven track record as a dependable team player who collaborates seamlessly across multiple operational areas within an organisation.
• Meticulous attention to detail with strong prioritisation abilities and organisational skills that ensure accuracy in all aspects of work.
• A proactive approach towards identifying potential process improvements that benefit both clients and internal stakeholders.
• Advanced investigative skills combined with analytical thinking that enable effective problem-solving under pressure.
• Heightened awareness of operational risks with a clear focus on maintaining controls and escalating issues responsibly when necessary.
• Consistent commitment to high standards of work ethic along with self-motivation that drives positive outcomes for the team.
• 3-5 years’ experience in an Operations role within financial services or investment banking environments is essential for this position.
• 1-3 years’ direct experience supporting equity trade operations or client services at a global investment bank is highly desirable.

What sets this company apart:

This organisation stands out as an employer of choice due to its unwavering commitment to fostering long-term career development within a genuinely supportive environment. Employees are encouraged not only to achieve their professional ambitions but also to enjoy themselves along the way—creating a culture where personal growth goes hand-in-hand with job satisfaction. The company’s regional teams offer exposure to diverse perspectives while promoting inclusivity through cross-cultural collaboration. Training opportunities abound for those eager to expand their technical expertise or take on new challenges within the broader financial services landscape. With access to knowledgeable mentors who value cooperation over competition, you’ll find yourself surrounded by people who want you—and everyone around them—to succeed together. Flexible working arrangements further enhance work-life balance so you can thrive both inside and outside the office.

What's next:

If you are ready to take your career in equity operations further within an inspiring team environment, this is your moment—apply now!

Apply today by clicking on the link provided.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply, please click "Apply" or contact Maggie Bartley on +61 2 8289 3147 or maggie.bartley@robertwalters.com.au for a confidential discussion.