ABOUT THE COMPANY

Our client is a global fund manager who are experiencing strong growth domestically and overseas. As a result they currently seek an Analyst within their Client Services team.

This team practices an open and inclusive work and culture and is known for containing high quality staff who are well regarded within the business.

ABOUT THE ROLE

• Act as the primary point of contact for client inquiries related to operational activities, transactions (distributions, capital calls), reporting and account management.
• Oversee the creation and delivery of standard and customized ad hoc and regular client reports.
• Perform high quality checking and oversight of associate/analyst work and ensure accuracy and timeliness of the team’s reporting deliverables.
• Collaborate with internal teams to design and develop new reports, and ensure the global delivery of reporting needs.
• Identify and implement opportunities for process improvement to enhance operational efficiency and client satisfaction, with a focus on streamlining and standardizing custom reports.
• Contribute and lead projects and initiatives of the team and the wider business, as necessary.

ABOUT THE CANDIDATE

• 2+ years’ experience within financial services with experience in Investor Reporting, Operations or Client Services.
• A proven ability to successfully communicate (written and verbal) technical financial and investment related content.
• Service-minded and hard-working with a can-do attitude.
• Able to juggle multiple, competing priorities.
• Ambitious, helpful, motivated and with a desire to succeed.

If you are interested in learning more about this position, please contact Julian Soames at Kaizen Recruitment on 0412 123 682 or apply via the attached link.

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