Associate - Client Services & Reporting
Vor 7 Tagen
Partner – Finance & Operations at Platinum Pacific Partners Platinum Pacific Partners is exclusively partnering with a Sydney-based boutique specialist investment manager, providing a range of innovative investment strategies across Australian and global equities and private assets. This newly created appointment will support the Distribution team, assisting across client services, product initiatives, marketing, and stakeholder management for a diverse client base including institutional, wholesale, retail, and direct investors. If you are early in your career and looking to work in a varied investor relations and product role within a premium brand, this is an excellent opportunity to develop your skills and grow within the industry. You will be directly responsible for: Managing investor relations and vendor partnerships, including fund administrators, registry providers, and other key stakeholders. Preparing and delivering monthly fund reports, newsletters, and other client communications. Supporting marketing initiatives, including presentations, product collateral, and website content. Responding to client and consultant data requests in a timely and accurate manner. Conducting competitor analysis to inform strategy and positioning. Providing stakeholder support across fund managers, institutional and retail business teams, operations, and corporate functions, including liaising closely with the investment team and Portfolio Managers. To succeed with your application, you will have: Degree qualifications in finance, commerce, economics, accounting, or a related discipline, with strong academic performance. RG146 qualification (or equivalent) is highly regarded, or a willingness to obtain it. 18 months to 3+ years experience in funds management or a related industry, with a strong understanding of market participants (financial advisers, brokers, platforms, etc.). This experience may be gained through client service or operational roles. Excellent communication, relationship management, and professional presentation skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and comfort with digital platforms. Strong attention to detail, resilience, and the ability to work under pressure and prioritise tasks. A client‑centric approach, highly self‑motivated, with the ability to operate proactively with minimal supervision. A genuine passion for investment product, marketing, and client services in the funds management industry and a desire to grow and develop in the role over the next 2–3 years. In return: You will be rewarded with an engaging and challenging day‑to‑day environment, exposure to senior leadership and their networks, and the opportunity to develop a deep understanding of investment and fund management with one of the most well‑known and highly regarded investment managers in the country. The team operates on a flexible schedule, working four days in the office and one day from home. Please note: Candidates must have the existing right to work in Australia to be considered. If you wish to proceed with an application, please use the links below to get in touch with Liam Bourke at Platinum Pacific Partners. Seniority level: Associate Employment type: Full‑time Job function: Finance and Product Management Industries: Investment Management, Venture Capital and Private Equity Principals, and Financial Services #J-18808-Ljbffr
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Strategy & Business Operations Senior Associate
vor 2 Wochen
City of Melbourne, Österreich Culture Amp VollzeitStrategy & Business Operations Senior Associate Join to apply for the Strategy & Business Operations Senior Associate role at Culture Amp . Join us on our mission to make a better world of work. Culture Amp is the world’s leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of...
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City of Melbourne, Österreich Culture Amp VollzeitStrategy & Business Operations Senior Associate Melbourne Join us on our mission to make a better world of work. Culture Amp is the world’s leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform...
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Platforms Tax and Accounting Manager
vor 3 Wochen
City of Melbourne, Österreich AMP VollzeitIf you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimble business with new leadership and thinking. These are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be and turn our legacy into something even more positive...
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Claims & Insurance Manager
Vor 5 Tagen
City of Melbourne, Österreich Amp VollzeitJoin to apply for the Claims & Insurance Manager role at AMP Melbourne, Victoria, Australia Senior level: Associate Employment type: Full-time Job function: Management Industry: Insurance How you'll make an impact The North Service Centre (NSC) Claims and Insurance Manager role is responsible for the oversight, allocation and processing of all claims and...
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Investment Compliance Analyst
vor 3 Wochen
Council of the City of Sydney, Österreich AMP VollzeitHelp people create their tomorrow, while you create yours We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years. If we do...
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Client Services Associate, Asset Management
vor 17 Stunden
City of Melbourne, Österreich Franklin Templeton Investments VollzeitA leading asset management firm is seeking a Client Services Associate to provide exceptional client service in Melbourne. Candidates should have 3-5 years of experience in funds management and a Bachelor's degree, alongside strong analytical skills. Responsibilities include managing client requests and collaborating with investment teams to uphold high...
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Engineer - Engage - Insights New Sydney
Vor 7 Tagen
City of Melbourne, Österreich Culture Amp VollzeitJoin us on our mission to make a better world of work. Culture Amp is the world’s leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform employee engagement, drive performance management, and...
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Senior Engineer
Vor 7 Tagen
City of Melbourne, Österreich Culture Amp VollzeitJoin us on our mission to make a better world of work. Culture Amp is the world’s leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform employee engagement, drive performance management, and...
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Client Services Associate
vor 2 Wochen
City of Melbourne, Österreich Franklin Templeton Investments VollzeitClient Services Associate page is loaded## Client Services Associatelocations: Melbourne, Victoria, Australiatime type: Full timeposted on: Posted Todayjob requisition id: At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset...
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Advice Governance Senior Specialist
vor 3 Wochen
Council of the City of Sydney, Österreich AMP VollzeitAdvice Governance Senior Specialist (12 month contract) Join to apply for the Advice Governance Senior Specialist (12 month contract) role at AMP If you live in Australia or New Zealand, you've likely heard of AMP. We are now a nimbler business with new leadership and thinking, helping people with banking, super, retirement and finances. Purpose of the role...
