Joanna Johnston
Melbourne,Victoria
Summary
Senior Operations Associate with four years of Investment Operations field experience. Detail-oriented, organized and highly resourceful with strong decision-making and problem-solving abilities.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Operations Associate
Sharesies
08.2020 - Current
- Function with expert level proficiency in daily investment and money flow operations including settlement, trade reconciliations, withdrawals and corporate actions.
- Collaborates with cross-functional teams serving as an Operations expert to identify inefficiency and implement strategic improvements.
- Assist in training junior team members and serve as an escalation point for complex issues
- Develop and regularly update detailed process documentation to ensure accuracy and consistency in workflows.
Investment Analyst
NetWealth Investments
04.2023 - 08.2023
- Short-term contract in the recently created non-custodial investment team
- Oversaw non-custodial investments for clients, including cost basis review, dividend payments, new investment applications, and capital call payments.
- Developed operational processes and created accompanying documentation.
Operations Lead (secondment)
Sharesies
02.2022 - 08.2022
- Co-led the Money & Investments team and Night Shift team at Sharesies, managing four direct reports. Supporting the team with workflow planning, development opportunities, feedback and upskilling
- Ensured compliance with custodial and regulatory obligations from an operational perspective
- Grew a strong understanding of the financial services operations landscape and communicated these in a digestible way to the team
Education
Bachelor of Commerce - HR & Industrial Relations And Management
Victoria University of Wellington
Wellington, New Zealand08.2020
Skills
- Workload prioritization
- Operational Efficiency
- Attention to Detail
- Analytical Thinking
- Interpersonal Communication
- Problem-solving abilities
Certification
NZX Accredited Dealer
Timeline
Investment Analyst
NetWealth Investments
04.2023 - 08.2023
Operations Lead (secondment)
Sharesies
02.2022 - 08.2022
Senior Operations Associate
Sharesies
08.2020 - Current
Bachelor of Commerce - HR & Industrial Relations And Management
Victoria University of Wellington
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