Investment Specialist

2 weeks ago

Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

The Investment Specialist will be working across the retail & institutional reporting, supporting the broader distribution team. Internally you will be working with the investment teams, operations, legal risk and compliance. Externally you will be engaging with advisers & research managers, private clients, platform providers and dealer groups.

The role is looking for someone who has had experience in financial services, and has a basic understanding of funds management.

Role Responsibilities:
  1. Co-ordinate and manage the preparation of monthly, quarterly and yearly institutional reporting.
  2. Work with operations to prepare and distribute RG97, unit distribution and performance metrics to platforms, clients, and industry databases.
  3. Prepare and co-ordinate responses to requests from external parties, including Research Houses, Platforms, and Databases. These may include general account enquiries, general product enquiries, fund performance queries and fund distribution queries.
  4. Use tools such as Mercer, Morningstar, and Attribution Models to provide performance analytics to advisers and internal teams (competitor analysis, attribution, performance, exposures etc.)
  5. Prepare monthly performance reports for the sales and investment teams.
  6. Documentation of new procedures and revision of current procedures.
Role Requirements:
  • Strong PC proficiency, especially in MS Excel, MS Word and Adobe Acrobat.
  • Experience in financial services is a must (2-4 years experience).
  • Tertiary qualifications.

*Australian Citizen or PR holders*

Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Bianca Loughran on +61 2 8289 3122 for a confidential discussion.

About the job

Contract Type: FULL_TIME

Focus: Investment Management

Workplace Type: On-site

Experience Level: Entry Level

Location: Sydney

Specialism: Banking & Financial Services

Industry: Financial Services

Salary: Negotiable

Job Reference: 2054620/001

Date posted: 11 April 2025

Consultant: Bianca Loughran

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.

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