Shareholder Analyst

1 week ago


Sydney, Australia Link Group Full time

**Overview
The role of Shareholder Analyst assists the wider Orient Capital team with compiling, processing and auditing data to perform a range of analysis tasks. Data will be received from numerous sources and will need to be effectively manipulated to produce the analysis for Client Relationship departments.

**Key Accountabilities and Main Responsibilities**
- Analyse, produce, and deliver comprehensive reports in a timely fashion
- Liaise with internal departments and external stakeholders to effectively gather shareholder intelligence to deliver quality services to clients
- Deliver assigned tasks within time frame given
- Produce documentation as directed by CRMs and BDMs
- Quality delivery of assigned reporting
- Identify areas of improvement to enhance the efficiency of the analysis team as a whole
- Data entry and creation
- Point of contact for wider business group in the absence of CRMs
- Communicate daily with the team leader, analysis team members and client relations departments
- Conduct tasks designed to improve the efficiency of the processes within the organisation
- Provide services to clients on a contractual basis
- Curtail the cost in the delivery of our services
- Distribution of reporting to clients
- Quickly and accurately assist external parties with feedback and enquiries
- Assist other teams with projects and other ad hoc work

**Experience & Personal Attributes**
- Degree in Finance or related major
- Data entry experience within a professional team environment
- Fluent in Mandarin or Cantonese
- Intermediate Microsoft Office skills in Excel, Word, and PowerPoint
- Strong attention to detail
- Strong time management skills
- Ability to prioritize and multitask effectively
- An understanding and interest in financial markets
- Articulate with strong oral and written skills
- Ability to establish relationships at all levels
- Self-motivated

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

Our Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, and employee share plans. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.

Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.


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