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Offer Document Specialist - 12 months contract

Salary $140000 - $180000
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Job Description

The Company

Our client is a well-respected global investment management leader with a diversified asset class mix. With offices established around the world, the company leverages on the skills and capabilities of a strong team of asset specialists, investment strategies and economists to deliver outstanding investment outcomes for its clients. It manages over $150 billion of assets and attracts millions of customers.

The Role

Due to company growth, our client is now seeking a dedicated Offer Document Specilaist / Disclosure Manager with Offer Documents production experience.

You will bring your expertise in offer document generation and coordination to contribute actively across all channels and investment teams.

This role is Sydney based an a 12 months contract.

Key Accountabilities:

  • Producing all offer documents for the local and offshore offices
  • Coordinating due diligence activities for all offer documents across the business
  • Prioritising the production and coordinating offer documents roll-out timeline
  • Managing the offer document system for any updates and training requirements
  • Maintaining up to date knowledge on regulatory and product governing changes

To be successful in this role, you will have:

  • Hands on experience in offer document production within asset or wealth management
  • Objective Keystone experience
  • Strong team collaboration and stakeholder management skills
  • Excellent communication skills, both written and verbal
  • Strong attention to details
  • Compliance or regulatory experience will be highly regarded

Why Apply?

An exciting opportunity to join a fast-growing ASX-listed company

Work in a global strategic product team that empowers and respect their employees

A company that offers excellent career progression

Your next steps

If you would like a challenge and to take that next step in your career, press Apply now or alternatively for a confidential discussion please call Agnes Villanyi at Parity Consulting on 0405 395 021.

Whether you are a sports fanatic, shark diver or part time antique collector, we celebrate your uniqueness.

Parity Consulting recognise the First Nations People as the Traditional Custodians of this land and celebrate their connection and love for the country.

Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds, and life experiences to contact us.

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