Analyst, Investment Reporting

3 days ago

Melbourne, Australia IFM Investors Full time

**About us**

**Business Overview**

Our **Operations** team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including:

- Transaction Management & Support
- Investment Operations & Client Service
- Investment Risk & Execution Oversight
- Business Transformation
- Investment Accounting & Tax Services
- Implementation
- Information Technology

**The Opportunity**

At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that's inclusive, accountable and collaborative. Where you're given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. We also believe all roles are genuinely flexible at IFM - so we are happy to talk through what this might look like for you.

**The Role**

The Investment Reporting Analyst position within the Client Service team is at the forefront of the operational client experience at IFM. The Analyst position based in Melbourne, works closely with other members of the team globally to support the delivery of reporting and as and when required - support investor onboarding activities.

The Client Service team is responsible for providing proactive, client centric service to clients and their related parties. The role will also provide support to internal stakeholders across the business in delivering client objectives.

The Client Service team is responsible for managing reporting requests and handling client and internal stakeholder queries as well as managing the end-to-end onboarding of new clients.

**Your Background and Experience**
- 3+ years' experience in Investment Reporting within the Funds Management, Fund administration or Custody within the financial services industry, servicing the operational and/or onboarding needs of institutional clients
- Experience in Client Onboarding or Client Service within the Funds Management, Fund administration or Custody within the financial services industry for institutional clients highly advantageous
- Proven ability to champion the criticality of quality client outcomes to important internal stakeholders
- Proven Project Management discipline highly advantageous
- Knowledge and experience related to Unlisted products
- Tertiary qualification in Business/Management/Financial Services or other relevant areas
- Strong working knowledge of MS suite including excel, PowerPoint, outlook, and Power BI

**Ready to invest in what matters?

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