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Fund Manager Client Services

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $80-$100k AUD base

  • $50-100k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

This 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.
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