Salary description: $80-$100k AUD base
- $50-100k AUD Equivalent
- 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.
- 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.
- 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.