Banking Operations

Client Reporting | Research Associate

Salary

Location

Sydney

Job Type

Full-Time

Job Ref

Date Posted

Thu, 8th April 2021

The Research Associate will be responsible for monthly client reporting, data analysis and ad-hoc data requests for Institutional clients.


An exciting opportunity has arisen for a Research Associate to join a well-known fund manager to support the broader Distributions Team. Reporting direct to the Client Services Director, the Research Associate will be responsible for monthly client reporting, data analysis and ad-hoc data requests for Institutional clients.

A collaborative environment with a strong team culture, this role would suit an individual who enjoys working as part of a team, is able to build strong working relationships internally and has an exemplary work ethic. The ideal candidate will have previous experience in a similar client reporting or research role within financial services industry.


Role & Responsibilities:

  • All Pooled and Mandate reporting for Institutional Clients
  • Ad hoc performance and reporting requests
  • Daily cash spreadsheets
  • Updating of consultant databases
  • Responding to quarterly questionnaires and consultant surveys, RFI’s (investment and data related)
  • Audit Requests
  • Assisting RFP manager and Relationship Managers when required
  • Documentation of procedures and processes for reporting
  • RG97 reporting
  • Provide summary of institutional flows and identify trends MTD & YTD
  • Analyse competitor fund offerings
  • Provide summary and update of M&A activity within funds management, industry super, competitors
  • Provide analysis/data as requested by BD team, consultant relationships and RM team to assist with regional and client strategies etc.

Essential Criteria:

  • Degree in Commerce, Economics, Business or Finance preferred
  • Minimum 2-3 years’ experience within the finance industry
  • Previous experience in client reporting or reseach role
  • Strong customer focus, organisational skills and attention to detail
  • Strong Microsoft Office skills
  • Highly numerate & sound analytical ability
Job Application