Company

Perigon GroupSee more

addressAddressSydney, NSW
CategoryAccounting & Finance

Job description

An opportunity has become available in one of the worlds' premier providers of global investment and risk management.  

This Global Funds Management business offers a range of strategies from fundamental and quantitative active management approaches to indexing strategies to gain exposure to the global capital markets.  Through a variety of product structures institutional, intermediary, and individual investors around the world can access investment solutions to meet their needs.


Your key responsibilities will include
  • Management of the Inbox, inbound phone calls and client queries.  
  • The coordination of direct applications working closely with fund administrator to provide a seamless investor experience.
  • Assist with Reporting Flows and AUM
  • Oversee and input Data Request for Research Houses and Clients, which may include RFP submissions.
  • Ensure adherence and compliance for Research House, Platform, and investor activity.
  • Support internal projects which the Distribution Team are involved.
  • Internal stakeholder co-ordination – working closely with legal, compliance, marketing, and the investment team to facilitate representation on platforms, to generate sales opportunities.
The successful candidate will have worked in a similar role previously and have a general understanding of financial markets and wealth management.
  
You hold RG146 qualifications and have the proven ability to multi-task whilst working collaboratively within a team environment.
  
You can start work in May and commit to min. 7-month role.
  
Applications welcome:
Additional information
  • 7-Month Temporary Assignment
  • Sydney CBD, Corporate Offices (WFH Hybrid)
  • Excellent Team and Exposure to the Business
Refer code: 2148757. Perigon Group - The previous day - 2024-05-07 08:13

Perigon Group

Sydney, NSW
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