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Product and Investor Relations Associate

2 months ago


Sydney, Australia Ellerston Capital Ltd Full time

**PRODUCT AND INVESTOR RELATIONS ASSOCIATE**
- Base salary range $75,000 - $90,000

Ellerston Capital is a specialist investment manager providing a range of innovative equity and alternative strategies.

As a firm majority owned by its principals and employees, our clients’ objectives are our objectives. Ellerston Capital has been managing money since 2002. Our clients include
Government, industry and corporate superannuation funds, international funds, family offices and high net worth investors.

As a dedicated investment manager, we aim to do one thing exceptionally well: grow and protect our clients’ wealth through investing. We are passionate about creating value for our clients by identifying outstanding investment ideas and designing portfolios that perform over the long term. Our funds target a diverse range of strategies including, but not limited to, long only Australian, global and Asian equities, global long-short equity and private equity.

The Ellerston Capital Distribution team are seeking a Product and Investor Relations
Associate to join our Sydney team. In this position, you will have the opportunity to play an active role in providing market-based knowledge to assist in enhancing the client experience, specifically:

- Managing investor, registry or related party enquiries in relation to product offerings, such as confirmation of buy and sell orders, verifying portfolio NAV’s and unit pricing, and calculating portfolio transaction costs.
- Product support including technical analysis of market fluctuations, product offerings and the vehicles via which they are distributed.
- Preparation and delivery of, periodic fund reports and newsletters, competitor analysis, client and consultant presentations and data requests.
- Supporting marketing with website content, product messaging and other initiatives.

Essential to your success will be your ability to collaborate with internal and external stakeholders to ensure achievement of responsibilities.

To be successful in this role you will have the following:

- Tertiary qualifications in a finance discipline with strong academic results.
- Post-graduate qualifications (e.g. CA, CPA, CIMA etc.) in a finance discipline.
- Three plus years’ experience gained in the investment and funds management industry with a proven understanding of listed and private equity products.
- Excellent communication and relationship management skills.
- Strong analytical skills.
- Experience being digitally and tech savvy and proficient in Microsoft Office suite.

Applications must include a cover letter detailing how you meet the selection criteria.

**Salary**: $75,000.00 - $90,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Sydney, NSW: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Advanced Diploma / Associate Degree (required)

**Experience**:

- 3 years (required)

Application Deadline: 26/04/2023


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