Portfolio Manager Candidate

4 days ago

Sydney, New South Wales, Australia beBeeInvestor Full time $98,765 - $123,456
Job Title: Investor Services Associate

We are seeking a highly motivated and organized Investor Services Associate to join our team in Sydney.

About the Role:

The successful candidate will be responsible for managing various projects across different teams including legal, operations, sales and marketing to effectively onboard new distribution partners.

  • Project management to ensure seamless onboarding of new distribution partners.
  • Assisting in operational aspects of onboarding Blackstone Funds to various service providers, distribution platforms globally and investment platforms locally.
  • Fielding operational inquiries from distribution partners & internal sales teams on Blackstone investment offerings.
  • Liaising with Blackstone business units, transfer agents, and other third-party service providers relating to account opening, client inquiries, problem resolutions, and reconciliations.
  • Developing a strong understanding of distribution partners' operational platforms.
  • Implementing efficient and consistent processes across various funds in different regions.
  • Assisting in ad hoc projects, research, and proposals to strategize and support Private Wealth expansion including new geographic markets and new business channels.

The ideal candidate will have a Bachelor's Degree, 5+ years of work experience in the fund business industry or equivalent, excellent organizational and time management skills, strong verbal and written communication skills in English, attention to detail and accuracy, problem analysis and resolution, ability to identify & summarize issues & recommendations, ability to work efficiently in a deadline dynamic environment, high drive and proactivity with the ability to take initiative, ability to manage multiple projects simultaneously, ability to work independently in a team-oriented environment, understanding of Australia's HNW and Financial Advisor operating models, ability to develop strong working relationships with colleagues, teams, and clients, knowledge of alternative investment fund and operational terms is helpful, proficiency in Asian languages (preferred), RG 146 Qualification (preferred).

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