At a Glance
- Tasks: Support client reporting and due diligence for institutional investors in a dynamic investment management firm.
- Company: Reputable investment manager known for its disciplined approach and collaborative culture.
- Benefits: Gain valuable experience in financial services with opportunities for professional growth.
- Other info: Fast-paced environment with strong emphasis on teamwork and attention to detail.
- Why this job: Join a team that values independent thinking and offers exposure to diverse markets.
- Qualifications: Tertiary qualification and 1-3 years in client service or operations preferred.
The predicted salary is between 62100 - 75900 $ per year.
Our client is a highly regarded, long-term focused investment manager known for its disciplined investment philosophy, strong performance culture and commitment to independent thinking.
The firm offers a collaborative, intellectually rigorous environment with broad exposure across institutional and private markets.
Due to continued growth, the firm is seeking to further build out its client servicing and reporting capability through the addition of a dedicated support team member.
This newly created support role will work closely with investment and business operations stakeholders, supporting institutional client reporting, responsible investment reporting, operational due diligence processes and vendor management.
The successful candidate will play a key role in coordinating internal inputs, maintaining accurate records, managing deadlines, and ensuring client-facing materials are prepared efficiently, consistently and to a high standard.
Key Responsibilities
- Support the delivery of client reporting and due diligence requirements across existing and prospective investor relationships.
- Coordinate internal stakeholders to manage questionnaires, reporting deliverables and information requests in an accurate and timely manner.
- Maintain reporting calendars, due diligence trackers and central repositories of approved content, supporting materials and prior responses.
- Prepare first drafts of administrative and process-based responses using approved language and existing materials.
- Assist in the production of high-quality client-facing documentation, including formatting, proofreading, consistency checks and version control.
- Collate information relating to the firm's investment approach, stewardship activities, governance, operations and portfolio-related reporting.
- Support final document review processes to ensure submissions are complete, accurate and presented to a consistently high standard.
- Ideal background
- Tertiary qualification.
- Proven experience (likely 1-3yrs) in a client service, operations, sales support, or broader support role (ideally within financial services or asset management) is advantageous.
- Strong organisational and time management skills, with the ability to monitor multiple deadlines and follow up on outstanding items.
- Excellent attention to detail, particularly in relation to document formatting, proofreading, version control, and record-keeping.
- Strong written communication skills, including the ability to prepare clear emails, summaries, trackers, and draft materials from approved sources.
- Comfort working with multiple internal stakeholders and managing competing priorities.
- Proficiency with Microsoft Word, Excel, Outlook and document management systems.
- Ability to work independently while recognising when input or approval is required from subject matter experts.
Investor Relations / Client Reporting Support - Investment Management in Sydney employer: Platinum Pacific Partners
Platinum Pacific Partners is an exceptional employer that fosters a collaborative and innovative work culture, ideal for those passionate about making a positive impact through investment. With a strong focus on employee growth, we offer comprehensive training and development opportunities, ensuring our team members thrive in their careers while contributing to meaningful projects in climate, housing, and sustainability. Located in vibrant Sydney or Melbourne, our office provides a dynamic environment where creativity and purpose intersect, making it a rewarding place to work.
