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Senior Investment Management Consultant

2 months ago


Melbourne, Victoria, Australia 2901 Charles River Development Inc Australia Branch Full time
About the Role

We are seeking a highly skilled and experienced Senior Investment Management Consultant to join our team at 2901 Charles River Development Inc Australia Branch. As a key member of our Professional Services team, you will be responsible for delivering high-quality implementation services to our clients in the Asia Pacific region.

Key Responsibilities
  • Provide expert guidance and support to clients throughout the implementation process, ensuring that their business needs are met and that the solution is tailored to their specific requirements.
  • Analyze and evaluate client requirements to identify potential enhancements to our solutions and services, and document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
  • Develop and maintain strong relationships with clients, internal stakeholders, and other team members to ensure effective communication and collaboration throughout the project lifecycle.
  • Contribute to the development of best practices and knowledge sharing within the team, and stay up-to-date with new system versions, features, and industry trends.
  • Work closely with cross-functional teams, including sales, product management, and technical support, to ensure seamless delivery of services and solutions to clients.
Requirements
  • Minimum 3 years of experience in superannuation fund accounting, tax accounting, or investment accounting, with a strong understanding of investment management and wealth management workflows.
  • Proven track record of delivering high-quality implementation services to clients, with a focus on client satisfaction and relationship-building.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, internal stakeholders, and other team members.
  • Strong analytical and problem-solving skills, with the ability to decompose complex issues into components and perform root cause analysis.
  • Ability to travel to client sites throughout the Asia Pacific region, with a willingness to work effectively in a remote environment.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is passionate about delivering exceptional service to our clients, and we are committed to creating a positive and inclusive work environment.

About Us

2901 Charles River Development Inc Australia Branch is a leading provider of investment management solutions, with a strong presence in the Asia Pacific region. We are committed to helping our clients achieve their investment goals, and we are dedicated to delivering high-quality services and solutions that meet their evolving needs.