Charter Hall9 jobs

Institutional Client Services Senior Analyst

Mid levelFull-timeHybridMetro NW, Sydney NSW, AustraliaPosted 1 month agoVerified 1 month 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.

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.

View

📄

KYC/AML compliance knowledge

Demonstrated understanding of KYC and AML compliance requirements.

View

🔄

Process improvement skills

Experience identifying and streamlining processes for efficiency.

View

View more

Meet the team

About the company

A meaningful career starts with a match

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms
Think you're a good fit?See what the hiring team are looking for

View your fit

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

View

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

View

Process improvement skills
Experience identifying and streamlining processes for efficiency.

View

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

View

Similar jobs

View all
Cushman & Wakefield
Cushman & Wakefield
Senior AnalystMelbourne, VIC · Full-time
The Senior Analyst position is an exciting opportunity to dive into the world of commercial real estate and investment banking. This job plays a crucial role in shaping financial strategies and delivering insights that drive client engagement. At Cushman & Wakefield, teamwork is at the heart of everything we do, fostering a collaborative and supportive environment where everyone can thrive.
CSL
CSL
Total Rewards Senior AnalystMelbourne, VIC · Full-time
The Total Rewards Senior Analyst job at CSL is an exciting opportunity to join a leading global biopharma company dedicated to saving lives through innovation. This role is crucial in supporting executive and global compensation initiatives, helping to ensure that CSL continues to deliver impactful therapies. The team values collaboration and continuous improvement, making it a dynamic environment for growth and contribution.
Commonwealth Bank
Commonwealth Bank
Senior Analyst, Commercial Banking – Diversified & PropertyNSW · Full-time
This Senior Analyst job is a fantastic opportunity for someone ambitious and ready to elevate their banking career. By joining the Regional and Agribusiness Banking team in Gosford, you will play a critical role in supporting businesses across Australia and enhancing the financial wellbeing of regional communities. The team values collaboration and is dedicated to professional growth, making it a great fit for those eager to learn and contribute.
RMIT University
RMIT University
Senior Analyst, Business SystemsMelbourne, VIC · Full-time
This job is about being the Raiser’s Edge specialist at RMIT, where you will manage alumni and donor information to ensure accuracy and reliability. Your work will directly impact fundraising and engagement activities, making it essential for the team’s success. Collaboration is key, as you will work closely with various teams to enhance their data capabilities and support their day-to-day operations.