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Funds Management – Institutional Distribution Support

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $70k-$90k + super

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

In Australia, this asset management business is comprised of a specialist team wholly dedicated to institutional investment across infrastructure, property securities, fixed income and equities.

This position is a client focused reporting position in support of the institutional distribution team who service primarily institutional asset management clients. They are seeking an applicant who comes from 3-5 years of post-university asset management experience within institutional or retail funds management client services or BDM support.

Likely salary will be $70-90k+super, with the salary offering being dependent on the strength of relevant experience.

Key Responsibilities:
• Coordinating and preparing monthly client reports, interacting directly with investment specialists, portfolio managers and internal and external operations platforms and legal & compliance;
• Preparing and maintaining investment strategy due diligence materials, which include fund information fact sheets and strategy questionnaire documents;
• Preparing and updating PowerPoint presentations to support the distribution sales effort across the range of capabilities represented;
• Preparing and managing due diligence materials;
• Interfacing with existing clients on a day to day basis and facilitating requests as required;
• coordinating client review meetings as required;
• Manage the client take on process;
• Building strong working relationships with Marketing and Communications, Portfolio managers, Research, BDM’s and CSMs.

The ideal candidate will come from a BDA style or Junior CSM style role ideally focused on Institutional Investors although technical candidate with experience reviewing RFPs and working with the product team will also be considered.

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