
Investment Specialist High Salary
2 weeks ago
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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