Our Client
Our client is a growing funds management business which currently has an exciting opportunity in their Investment Reporting team for a dynamic, detail-oriented and proactive professional.

Key Responsibilities
This role will see you providing customer service, operational and administrative support to the Investor Reporting team and reports directly into the Investor Reporting Manager.
You will have broad exposure within a variety of functions including collaborating with the Operations, Investment, Risk and Distribution teams.

The main areas of responsibility for the role include:

Performing data aggregation, analysis, reporting, reconciliation and investment performance calculation;
Driving investor engagement – managing all communications, responding to inbound queries, developing reports and setting up update meetings;
Building and managing processes which improve efficiencies and effectiveness;
Maintaining up to date records of both existing and prospective investors, and to optimise service levels and efficiencies.
Liaising with relevant external and internal stakeholders.

Technical Skills & Qualifications required include:

Finance/Accounting/Business degree qualified and post-graduate qualifications highly regarded;
2+ years’ experience in a similar role across Investor Reporting from a fund manager or custodian;
Strong Excel skills and very strong attention to detail;
Proficient written and verbal communication skills;
Proven stakeholder management and problem-solving abilities;
An understanding of Australian and global investment markets/instruments, regulations and governance requirements.

This is an exciting time for a developing funds management professional to join and contribute to one of the fastest growing fund managers in Australia.

If you are interested in learning more about this position, please contact Nupur Gill at Kaizen Recruitment on 03 9111 0128 or Jewel Dcruz on 0412 123 706 or apply via the attached link.

Investor Reporting Analyst - Funds Management

Kaizen Recruitment Melbourne CBD VIC

Kaizen Recruitment

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