PAN-Tribal Asset Management is a boutique financial services firm headquartered in Melbourne. PAN-Tribal focuses on creating wealth for investors by sourcing high-quality financial products from leading investment managers worldwide and supporting this offering with robust client service. The firm is deeply client-centric, ensuring this focus is reflected both within the business and across its network of investment partners.
Role Description:
The Client Services / Investment Operations & Reporting Associate role is a full-time, on-site role based in our Melbourne CBD office. The role will suit an individual with 2-5 years industry experience who may previously have been working in a back office or operational capacity with a larger financial services organisation. The suitable candidate will be looking for an opportunity to develop in an autonomous role and gain exposure to many facets of the day-to-day running of a boutique financial services business.
The role encompasses monthly and quarterly client reporting, client RFIs and due diligence requests, compliance reporting and day-to-day administration across various investment strategies.
The role will be suitable for a candidate looking to develop their skill set over time to become proficient in all aspects of investment reporting, client servicing and liaising with service providers.
The role may complement individuals looking to explore entry level sales/distribution opportunities at a later stage in their career.
Required Competencies:
- A natural ability to build rapport and working relationships across many stakeholders complemented by excellent communication skills, both written and verbal.
- Ability to work collaboratively in an on-site team environment, manage multiple priorities, and meet deadlines in a fast-paced setting.
- Strong attention to detail, demonstrated numerical and analytical skills, and proficiency with spreadsheets and portfolio or reporting systems. Experience with macros and/or other automation tools will be viewed favourably.
- Sound understanding of investment principles, with exposure to investment products, asset management, or wealth management operations.
- Bachelor’s degree in Finance, Business, Economics, or a related discipline, or equivalent relevant experience.
- A positive, can-do attitude with a willingness to take accountability and embrace new challenges.
- Experience in investment operations, trade processing, reconciliations, and reporting within financial services or a related sector will be advantageous, as will knowledge of regulatory and compliance requirements in the Australian financial services industry.