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Client Services Manager - Middle Officer Trading

Job Title: Client Services Manager - Middle Officer Trading
Contract Type: Permanent
Location: Brisbane
Industry:
Reference: 3012041
Job Published: October 03, 2019 11:46

Job Description

This leading investment house is going from strength to strength and are experiencing successful growth particularly in they alternative investment teams and due to a leave of absence have a twelve month fixed term contract available for an experience Client Services and or Middle Office professional to join their team and support clients and the investment team. Enjoying unrivalled growth and success for years and continue to be an employer of choice making intelligent investment decisions through greater information sharing and coordination across diverse asset classes.

Reporting to the General Manager of Client Services & Business Development, your role is critical in providing high quality services to clients, prospects and consultants globally and supporting business development and relationship management activities undertaken by the group relating to funds and strategies. r

Bringing together stakeholder management and client delivery the primary focus will be 
  • Providing support for all business development, retention and client services activities for a range of products across fixed income and equity derivatives. 
  • Accountability for the coordination, preparation and timely distribution of client and consultant reporting and queries
  • Coordination and preparation of deliverables to prospects and clients including pitch and client update presentations, pre-meeting briefing notes, follow up on actions from client and prospect meetings, preparation and execution of high quality due diligence meetings and RFP input where required
  • Contribute to the development, production and maintenance of high quality collateral for new, evolved or enhanced capabilities (in collaboration with Marketing)
  • Specialist for the team, developing stakeholder relationships with Investment Specialists and Business Development Directors, Marketing, Investment team and other members essential to the compilation and delivery of high quality outputs to clients, prospects and consultants.
  • Responsible for the management and leadership of a Client Services Associate to ensure the successful delivery activity.
Candidates will be considered from either an operations or an analytical background in financial services who possess a good understanding of all asset classes and products. You will have a relevant degree in finance and ideally have done further relevant post qualification studies. You will have previously worked in a related role in relationship management, middle or back office and have outstanding presentation and communication skills. Previous people management skills are desirable. You will be engaging, positive and enjoy working in a high performance team, time sensitive environment as you will be managing multiple stakeholders. 

For more information please call Sara Vanderheld on 3854 3804 at Perigon Group or apply below.

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