Investment & Client Reporting Manager

1 week ago

Melbourne, Victoria, Australia Profusion PAC Pty Ltd Full time $140,000 - $160,000 per year

The Company

A highly successful Global Equity manager, they have an incredibly strong track record delivering top quartile results for their clients over every time period. With standards of excellence being paramount in everything they do, this is a firm that you can be proud to be a part of.

The Opportunity

We're hiring a detail-driven Investment & Client Reporting Manager to join a high-performing global equities manager. This Melbourne based role sits within the distribution team and plays a vital part in supporting client engagement and product communication—without the pressure to shift into a client-facing or investment role.

What you'll do:

  • Respond to inbound client data and information requests, including DDQs, RFPs and consultant databases
  • Maintain and update fund collateral including pitch decks and fact sheets
  • Coordinate and refine competitor and market analysis
  • Work closely with investment, operations and compliance to ensure content accuracy and timeliness
  • Uphold high standards of documentation and information integrity

What we're looking for:

  • Experience in investment management, ideally as a researcher/asset consultant, inv product, sales support or client service.
  • Impeccable attention to detail and strong written communication skills
  • A calm, efficient approach to juggling multiple priorities and deadlines
  • A genuine interest in investment markets, with no aspirations to pivot into front-office sales or portfolio management. We are looking for someone that can master this high-impact role for the foreseeable future.

What's on offer:

  • Circa $140-$160,000 plus super dependant on experience. Bonus will be well above market for an individual that performs.
  • Work alongside some incredibly talented people

This is an ideal role for someone who thrives behind the scenes, values precision, and enjoys being a cornerstone of a world-class sales and product function.

Apply now or reach out for a confidential chat.

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