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Fund Performance Client Relationship Manager

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $90-95k AUD base salary

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

Our client is one of the world’s leading custodians and operates a market leading Asia-Pac custody business, with a growing Sydney office.

This is a position working as part of the Fund Performance and Compliance function within their client-focused Consulting team.

The ideal profile for this role is a candidate who has an analytical mind, with a strong client focus, combined with considerable exposure to investment compliance and performance reporting. The most suitable applicant for this role would come from several years of performance analytics with some asset management compliance experience. This role works in close collaboration with clients to deliver performance reporting to clients, so effectively this Consulting Team acts as the client conduit for external analytics reporting to custody clients of the company.

Prior experience to Bloomberg, Reuters and other mandate monitoring and performance reporting applications would also be useful. Typically everyone within the Analytics team is well-educated so tertiary education is often preferred, and any post-graduate education such as CFA/CPA education is also useful. The progression within this function is to progress within the Investment Analytics team, with potential to progress toward more client-facing roles within the company, as this role is very client-focused.

The salary range on offer for this position will vary depending on prior experience that can translate directly to the role, although we would expect in the range of $90-95k AUD + super is likely. Notably, our client pays 10% super to permanent employees, and this position will also be able to access an annual bonus as part of the Investment Analytics team.

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