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Financial Reporting Analyst

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestor Full time $90,000 - $130,000
Job Title:

Analyst - Investor Relations Specialist

">Job Description:

We are seeking a highly skilled Analyst to join our Investor Relations team.

The successful candidate will have demonstrated experience in funds administration, custody, and registry services.

Key Responsibilities:
  • Investor Servicing: prepare onboarding packs, update investor details, draft registry instructions for external submission, collate responses to investor due diligence requests, and distribute standard investor communications.
  • Information & Data Management: maintain accurate investor records, upload documents, support reconciliation activities, and ensure contact lists are up-to-date.
  • Governance & Compliance: escalate investor KYC/AML documents, assist with preparing materials for reviews, and follow standard operating procedures.
  • Process & Continuous Improvement: maintain process notes, checklists, and standard operating procedures, provide feedback to support process improvement initiatives.
  • Team Support & Coordination: assist with preparation and coordination of investor reporting cycles, log incoming investor queries, and liaise with teams to ensure accurate information.
Required Skills & Qualifications:

Highly organised with strong attention to detail, proficient in Microsoft Excel, and able to follow compliance frameworks and standard operating procedures.

This is an excellent opportunity to work with a leading property group recognised for sustainability, innovation, safety, and placemaking.