Analyst – Client Services

Job title: Analyst – Client Services

Company: Kaizen Recruitment


Job description: About the Company
Our client is a leading global fund manager experiencing strong growth and is currently seeking an Analyst for their client services team.This role reports to the Team Manager and will support the team in delivering reporting.Key Responsibilities:

• Manage reporting requests and handle client and internal stakeholder queries on Funds Under Management (FUM), commitments, fees and costs, and historical performance return series.
• Respond to RFPs/RFIs related to FUM, commitments, fees and costs, and historical performance return series.
• Perform custodian reconciliations on cash flows, NAVs, commitments, and returns.
• Provide support to other areas of the business as needed.
• Present updates and manage the expectations of internal and external stakeholders.

Qualifications, Skills & Experience:

• Tertiary qualifications in Commerce, Economics, Finance, or a related field (required).
• 3+ years’ experience in Investment Reporting within funds management, fund administration, or custody.
• Proven ability to advocate for quality client outcomes with key internal stakeholders.
• Ability to develop strong working relationships with both internal and external stakeholders.

If you are interested in learning more about this position, please contact Darragh Cleary on 0478 350 003 or [email protected] at Kaizen Recruitment or apply via the attached email link.#SCR-darragh-cleary

Expected salary:

Location: Australia

Job date: Thu, 14 Nov 2024 06:47:21 GMT

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