Charter Hall4 jobs

Institutional Client Services Senior Analyst

Mid levelFull-timeHybridMetro NW, Sydney NSW, AustraliaFinanceProfessional servicesPosted 3 weeks agoVerified 3 weeks ago
Pending fitX of Y criteria met

About the job

This job is all about supporting the ICS team in managing investor relationships and data systems. By ensuring accurate information and streamlining processes, you will play a vital role in enhancing stakeholder reporting and decision-making. The team thrives on collaboration, innovation, and a commitment to excellence.

Meet the team

About the company

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Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

🤝

Assisting with investor onboarding

Responsible for the investor onboarding process, including compliance requirements such as KYC/AML, capital calls, and welcome letters.
🔄

Coordinating data management

Managing the process of transfers and secondary trades while ensuring timely updates of trackers and data accuracy.
🔍

Supporting audits

Coordinating data requests and validating outputs to support periodic investor, custodian, and internal audits.

Key criteria

📊

CRM database management experience

Proven experience managing CRM databases for accurate investor information.

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📄

KYC/AML compliance knowledge

Demonstrated understanding of KYC and AML compliance requirements.

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🔄

Process improvement skills

Experience identifying and streamlining processes for efficiency.

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A meaningful career starts with a match

View your fit

4 criteria for this job
CRM database management experience
Proven experience managing CRM databases for accurate investor information.

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KYC/AML compliance knowledge
Demonstrated understanding of KYC and AML compliance requirements.

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Process improvement skills
Experience identifying and streamlining processes for efficiency.

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Data analysis capabilities
Proven ability to prepare data-driven insights for strategic decisions.

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