29 Sep
|
Keegan Adams Recruitment
|
New South Wales
29 Sep
Keegan Adams Recruitment
New South Wales
Job Description
Client Implementation Analyst - Funds - 12 Month FTC
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Our client is a leading global asset management business seeking a Client Implementation Analyst to support the onboarding and ongoing management of its wholesale clients and distributor relationships.
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Working across a range of internal and external stakeholders, you will coordinate onboarding activities, support contract governance, manage distribution and rebate arrangements, and contribute to continuous improvement across the team's processes and controls.
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Key Responsibilities:
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- Coordinate wholesale client onboarding activities and ensure operational readiness.
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- Support the management of distribution, platform and rebate agreements.
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- Assist with the implementation and processing of management fee rebates.
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- Liaise with distributors, registries, custodians and other third-party service providers.
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- Prepare accurate flow and funds under management reporting.
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- Maintain contracts, records and registers in line with governance requirements.
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- Contribute to projects, working groups and change initiatives across the business.
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Skills & Experience:
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- Experience within funds, platforms,
wealth management or a related financial services environment.
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- Exposure to client onboarding, wholesale distribution, investment platforms or pooled funds.
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- Experience working with internal operational teams and external service providers.
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- An understanding of the regulatory and operational requirements within financial services.
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- Familiarity with Design and Distribution Obligations and RG146 is desirable.
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- Strong analytical and problem-solving skills with excellent attention to detail.
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- Strong organisational skills and the ability to manage competing priorities.
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- Confident communication and stakeholder management skills.
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Join a leading global asset management organisation.
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- Competitive remuneration and company benefits, including access to learning and development opportunities.
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- Flexible working arrangements.
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- Broad exposure across wholesale distribution and client implementation.
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Work with experienced stakeholders across the investment management business.
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Please note that this is a 12-month fixed-term contract with a robust likelihood to turn into a permanent opportunity.
📌 Client Implementation Analyst - Funds - 12 Month FTC (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales