Relationship Manager- Funds Management Data Provider

Written by Anton Murray Consulting Consulting on .

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Location: Sydney

Salary description: Competitive dependent on experience

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

Working with asset managers in Australia and globally, the successful candidate will be responsible for the development and maintenance of our leading Australian & New Zealand fund database; as well as consulting with clients to deliver data solutions.

The successful applicant should be able to demonstrate a track record of working in wealth management, investment reporting or/and data.  The applicant should have good communication skills as well as a love of problem solving and working with numbers – they will be provided with training on internal data process as well as the product portfolio.

The role will suit someone who has an interest in data but wants to be able to apply this knowledge across multiple business functions including sales, account management, support and IT – providing opportunities for people to gain exposure in multiple areas.

Key Responsibilities

  • Act as the key data contact with fund companies, data vendors and other 3rd parties to establish and enhance relationships
  • Work with commercial teams to provide pre-/post-sale assistance, championing our data, processes and products
  • Be an integral part of client delivery teams, acting as a subject matter expert on various data types, delivery options and quality checks to help guide clients through deliveries
  • As part of project work, research and analyse regulatory and industry changes and their impact upon our company and clients

To be considered for this role, you will need to have:

  • Educated to a degree level or equivalent
  • 2-4 years experience within the funds management industry. This may be from an asset manager, platform provider or dealer group.
  • An understanding of the different investment vehicles and products available within the Australian wealth management market.
  • An understanding of investment reporting – performance calculation methodologies (beneficial), portfolio level data (holdings/asset class allocation)
  • Highly motivated and used to working to multiple deadlines

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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