Our asset management client is one of Australia's recognised brands of small and mid cap global and Australian funds, managing approximately $2bn FUM, with one of their funds being the best performing Australian equities fund from its inception, when compared to the Mercer survey.
They manage money on behalf of pension funds, family offices, wealth management firms, high net worth and private individuals. They are committed to offering their clients high performing investment strategies.
The Exciting Role
This focused and ambitious organisation is keen to hire an experienced Product & Investors Relations Manager, reporting to the COO.
You will enjoy taking responsibility for the product range and the associated management, analysis, coordination and administration of the products as well as ensure that all investors relations deliverables are completed within the timeframes of the service level agreements.
Key Accountabilities
Product
Drive the day-to-day management and execution of product strategy and initiatives.
Ensure Product Disclosure Statements are correct and up to date including drafting documents, and managing the sign off, verification and attestation processes.
Support the sales & marketing team with the delivery of ongoing investor updates.
Responsible for DDO functions including maintaining the TMDs.
Market analysis for potential new product development.
Investor Relations
Deliver high quality customer service via phone and email to investors, advisers, platforms and dealer groups and interaction with Salesforce.
Support change management across the team and strive for continuous process improvements.
Work with Investment Operations to review and upload of daily/monthly unit pricing in the registry portal.
Solid knowledge of legal and regulatory environment and understanding of the operational environment of a fund management business
Degree qualified in a relevant financial discipline
Stakeholder management and influencing skills
Delivery focus, collaborative, can-do attitude
Why Apply?
Supportive environment and great professional growth opportunity
Varied role, visibility with c-suite
Working closely with great mentors in fund management
Your next steps
If you have a true aspiration to progress up the career ladder within a well-respected player in the Australian financial services industry, then this role is ideal for you! This fantastic opportunity will allow you to work within a diverse culture and a great team of high achievers. Please apply today, alternatively for confidential discussion with a product specialist please contact Agnes Villanyi on 0405395021or avillanyi@parityconsulting.com.au
