Senior Institutional Client Insights Specialist

1 week ago

Melbourne, Victoria, Australia beBeeClientAccountManager Full time $112,450 - $145,310

About the Role:

 

This role has dual functionality, equally divided between leading the team accountable for delivering institutional client performance reporting and providing insights to the investment team, broader business, and external stakeholders.

 

Main Responsibilities:

- Provision of timely, accurate, and insightful performance reports to clients, the department of treasury and finance, investment teams, management, and the board.

- Collaboration with the custodian to ensure delivery of timely and accurate investment data.

- Leadership of projects as requested by the head of client and market development, including a full review of existing reports, end-to-end delivery process, and supporting reporting systems and tools.

- Analysis, review, and provision of guidance to clients on setting appropriate investment objectives and investment policy frameworks.

- Timely and accurate guidance to clients on strategic asset allocations via a mix of investment options.

- Attendance at regular client and stakeholder meetings to present information on multi-asset investment solutions and markets.

 

Key Requirements:

- Strong client relationship management skills.

- Outstanding stakeholder management skills, including external service providers.

- Thorough understanding and genuine interest in financial markets, strong knowledge of capital market instruments, and modern portfolio theory.

- Sound knowledge of performance reporting attribution approaches.

- Exceptional skills in excel, powerpoint, word, and experience using jacobi, factset, power bi, and python is a bonus.

 

Preferred Qualifications:

- Tertiary qualification in commerce/economics/accounting/finance or a related discipline, master of applied finance or cfa charterholder highly advantageous.

- Previous commercial experience working in financial services (investment management, investment/asset consulting).

- Experience in reporting, analysis, and preparation of written commentary within the investment industry.

- A successful track record in managing a performance reporting team and workflows with broad knowledge of investment markets and macroeconomics.

],

  • Director Institutional Client Coverage

    2 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank - Institutional Banking & Markets Full time $150,000 - $200,000 per year

    You are an Institutional Banker seeking a coverage & originations role in NBFIsWe are focused on providing innovative financial solutionsTogether we can deliver outcomes that positively impact our clientsMelbourne CBD based roleSee yourself in our team: Our Non-Bank Financial Institutions (NBFI) team provides a full range of capital and financing solutions...

  • Institutional Client Capital Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeClient Full time $180,000 - $250,000

    Capital Solutions ExpertThis key role contributes to our Non-Bank Financial Institutions team, providing capital and financing solutions to clients across various sectors.As a Director, you will play a crucial part in delivering relationship management and identifying new business opportunities that benefit both clients and the bank.Cultivate relationships...

  • Director Institutional Client Coverage

    3 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    Overview Director Institutional Client Coverage (NBFI) – Commonwealth Bank Join to apply for the Director Institutional Client Coverage (NBFI) role at Commonwealth Bank. About the team Our Non-Bank Financial Institutions (NBFI) team provides a full range of capital and financing solutions to clients across wealth and funds management,...

  • Director Institutional Client Coverage

    3 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    OverviewDirector Institutional Client Coverage (NBFI) – Commonwealth BankJoin to apply for the Director Institutional Client Coverage (NBFI) role at Commonwealth Bank.About the teamOur Non-Bank Financial Institutions (NBFI) team provides a full range of capital and financing solutions to clients across wealth and funds management, diversified financials,...

  • Institutional Client Solutions Expert

    1 week ago

    Melbourne, Victoria, Australia beBeeRelationship Full time $200,000 - $250,000

    Job OverviewThe Director of Institutional Client Coverage will play a pivotal role in delivering comprehensive relationship management to our Non-Bank Financial Institutions (NBFI) clients.Cultivate and own relationships with client Treasury and Senior Executives to deliver capital, transactional and risk management solutions that drive business...

  • Director Institutional Client Coverage

    2 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    This is a Director Institutional Client Coverage (NBFI) role with Commonwealth Bank based in Melbourne, VIC, AU == Commonwealth Bank ==Role Seniority - directorMore about the Director Institutional Client Coverage (NBFI) role at Commonwealth BankYou are an Institutional Banker seeking a coverage & originations role in NBFIsWe are focused on providing...

  • Institutional Client Development Lead

    1 week ago

    Melbourne, Victoria, Australia beBeeInstitutional Full time $180,000 - $200,000

    Job Title: Director Institutional Client CoverageYou will work closely with institutional bankers to develop and execute coverage and origination strategies for non-bank financial institutions. We are committed to delivering innovative financial solutions that meet the unique needs of our clients.Key Responsibilities:Develop and maintain relationships with...

  • Senior Insights Analyst

    7 days ago

    Melbourne, Victoria, Australia Rfi Global Full time

    Senior Insights Analyst - Sydney/ MelbourneOverviewRFI Global is the only global data and insights company focusing exclusively on financial services. We empower financial service leaders with the market intelligence they need to drive innovation and accelerate growth. Partnering with the world's top financial institutions, our expert team delivers tailored...

  • Senior Institutional Client Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $250,000

    Job Summary">This is a senior leadership position responsible for driving business growth and strategic development through strong relationships with institutional clients and expert advice on investment solutions.">Main Responsibilities:">">Develop and execute strategic initiatives to achieve revenue growth, profitability targets and build client...

  • Director Institutional Client Coverage

    2 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank of Australia Full time $150,000 - $200,000 per year

    You are an Institutional Banker seeking a coverage & originations role in NBFIsWe are focused on providing innovative financial solutionsTogether we can deliver outcomes that positively impact our clientsMelbourne CBA based roleSee yourself in our team:Our Non-Bank Financial Institutions (NBFI) team provides a full range of capital and financing solutions to...