Institutional Account Manager - Fund Performance & Reporting

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Excellent opportunity for an Account Manager to join a growing & forward thinking team.

Summary about this job

Funds Management

Company: Mars Recruitment

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-2-6701-5008

Fax: +61-2-7851-6407

E-mail: n\a

Site:

Detail information about job Institutional Account Manager - Fund Performance & Reporting. Terms and conditions vacancy

Company

My client is seeking an Institutional Account Manager to join the team and provide ongoing support to Institutional clients. The purpose of the role is to deliver excellent levels of service to institutional clients and manage high level relationships. The successful candidate will be responsible for addressing issues from a servicing level including handling client queries, producing detailed client reports, onboarding of new clients, involvement in new product development and projects.

Role:

  • Resolving client queries
  • Address fund performance, complex market & administrative queries
  • Respond to major market events & provide relevant commentary on investment updates
  • Maintain accurate & up to date client database
  • Create & provide regular client communications & market reports
  • Reviewing daily market & fund information announcement to proactively facilitate performance
  • Contribute to developing efficiencies & improvements to support both the team & client outcomes

Essential Criteria:

  • Proven experience in a financial services relationship manager, account manager, client service capacity
  • Solid understanding of funds management
  • Previous experience in preparation & distribution of client, product & investment reporting
  • Sound superannuation, investment & financial markets knowledge
  • Ability to write & interpret financial market reports & respond to client market queries
  • Work independently in a high pressure, fast paced & demanding environment
  • Highly proficient in complex problem solving & possess good analytical skills

If you are a suitable candidate for this position and have the relevant experience please  send your resume to [email protected]  

Please note that all applications will be handled in the strictest of confidence.

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