Pinnacle

An exciting graduate level opportunity has become available in one of our Sydney based Affiliates.  

Key responsibilities will include:

• Supporting the Investment Team with regular client reporting, including understanding our contractual reporting obligations and ensuring they are met
• Coordinating responses to ad hoc client requests, which may include requests for information around ESG, investment performance, and operational processes – this will involve seeking input from other team members or stakeholders as required
• Setup and maintenance of a reporting system 
• Managing communications with clients and related parties
• Identifying improvements to our current reporting and operational processes and implementing them
• Providing back-up on other functions including fund administration, implementation of our approach to ESG, compliance, and monitoring of processes around new clients and investments

The working environment is dynamic, fast-paced and collaborative.

You will be part of a high performing team that have managed these responsibilities previously and can provide quality training.

The Candidate

We are looking for a dedicated, professional and proactive individual that is a fast learner, improvement driven and keen to provide our clients with a first-class experience.

The successful candidate should have the following attributes:

• Completed or in the final stages of a university degree in Finance, Economics, Commerce or other relevant discipline or have equivalent industry experience
• Previous experience in investor relations in the funds management industry will be highly regarded
• A strong understanding of the funds management industry
• Excellent attention to detail and accuracy
• Excellent written and verbal communication skills, with the ability to relate to people at all levels
• Strong analytical skills
• The ability to work autonomously
• Strong work ethic with energy and commitment for working in a dynamic environment
• Proficiency in the Microsoft Office suite (Word, Excel, Outlook, Powerpoint). Experience with other software packages would also be beneficial.

This is an outstanding opportunity to join a highly regarded, growing organisation.