
Fund Manager Client Services
2 weeks ago
Sydney- Asset Management- PermanentThis team provides a range of support services to the broader business, with a focus on the needs of the retail and institutional sales teams.
**Responsibilities**:
- Creating timely and accurate client investment reports
- Gathering and compiling information for mandate reports
- Liaising with business units to obtain and distribute data
- Responding to client queries as they relate to the client reports
- Monitoring all inbound communications from clients
- Providing monthly and quarterly data flow to consultants, prospects and clients
- Maintaining consultant databases and questionnaires
- Managing external survey compilation and distribution
- Managing content for the website and intranet
- Co-ordinating and producing RFPs, liaising with relevant domestic and international investment, product and distribution teams
- Creating and maintaining a library of presentation templates.
- Producing product marketing materials.
**Prerequisites**:
- 3 + years Asset management industry experience, ideally in a client reporting, client services or distribution support role.
- Tertiary qualifications, preferably in a business-related discipline
- Attention to detail
- Ability to manage competing priorities and tight deadlines
- Strong written communication skills
- Well developed PC skills, particularly in Excel, PowerPoint, MS Word.
-
Manager, Loan Services
1 day ago
Sydney, Australia Mainstream Fund Services Inc Full timeGreat CBD location - Great team environment & opportunity to grow - Upstart and new team for the business **ABOUT OUR COMPANY** The Apex Group is a global financial services provider with 8,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and...
-
Fund Analyst
2 weeks ago
Sydney, Australia CITCO Fund Services (Australia) Pty Ltd Full time**About the Team & Role**: - Your role will encompass all facets of the calculation of net asset values. - Assisting the senior fund analyst and account manager, your duties will include: **Main Job Functions/Responsibilities** - Performing the administration of and any services pursuant to administration agreements in respect of a portfolio of hedge...
-
Client Service Account Manager
2 weeks ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Asset Management- PermanentOur client is a leading firm with offices around the region. They are seeking to hire a Client Service Account Manager to join their team, which is focused on managing the day to day administration of fund and trusts. This will involve being the main point of contact for a portfolio of clients for their unit registry. A...
-
Client Service Associate
4 days ago
Sydney, New South Wales, Australia beBeeClientFacing Full time $150,000 - $200,000Job SummaryThis role presents a rewarding career path with a focus on delivering exceptional client service for multiple managed funds clients.
-
Client Account Manager
2 weeks ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Asset Management- PermanentOur client is a professional trustee and fund services firm with extensive experience across a diverse range of Australian retail and wholesale investment funds and other capital structures. They are seeking an experienced Account Manager to join their team in Sydney. The role of Account Manager directly contributes to the...
-
Client Relationship Associate
2 weeks ago
Sydney, Australia Mainstream Fund Services Inc Full timeWork directly with our clients - Great team environment & opportunity to grow - Graduates considered **ABOUT OUR COMPANY** The Apex Group is a global financial services provider with 8,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love...
-
Managed Funds Client Facing Team
3 days ago
Sydney, New South Wales, Australia Efinancialcareers Ltd. Full timeManaged Funds Client Facing Team - AssociateManaged Funds Client Facing Team - AssociateJPMorgan Chase & Co.Sydney, Australia Apply now Posted 12 days ago Permanent CompetitiveManaged Funds Client Facing Team - AssociateJob DescriptionEmbark on a rewarding career journey with the firm in the Operations team where we are committed to excellence, innovation,...
-
Fund Operations
1 week ago
Sydney, Australia JPMorganChase Full time**JOB DESCRIPTION** Do you have a passion for delivering a positive client experience? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund...
-
Fund Operations
6 days ago
Sydney, Australia JPMorganChase Full time**JOB DESCRIPTION** Do you have a passion for delivering a positive client experience? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund...
-
Assistant Manager, Fund Services
4 weeks ago
Sydney, New South Wales, Australia CSC Full timeFund Services, Assistant ManagerSydneyMonday - Friday, 9.00am - 6.00pmHybridIntro:The assistant manager works with and reports to Senior Manager, Fund Services is responsible for managing the service delivery of Fund/SPV administration for a portfolio of Real Estate/Private Equity/Fund of Funds entities for our clients. The assistant manager will work...