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Investment product specialist

Sydney
Perigon Group
Posted: 2 May
Offer description

**_New Investment Products_**
- Assist the Investment Products team in assessing and developing new Investment Products. This will include the following:

- o Support of the marketing efforts and educational content for new products across digital and other channels.
- o Liaise with prospective and existing fund managers and their service providers (including responsible entities, lawyers, market makers and unit registries) in regards to new products, facilitation of trading on ASX of such products and encouragement of further innovation.
- o Track new Investment Product opportunities through Salesforce.

**_Ongoing support of Client Investment Product_**
- Be the first point of contact for Issuers across compliance, operational and general matters and escalate to the relevant departments.
- Preparation of regular internal and external facing reports on the state of the Investment Product market.
- Support accounting teams in billing.
- Participation in Investment Product roadshows, presentations, webinars, roundtables and seminars to internal and external stakeholders.
- Drive process improvements and deliver efficiencies to reduce risk and improve customer experience across a number of projects.

What you've done:

- Experience in a financial markets environment.
- Experience dealing with ASX Operating & Listing Rule issues or queries, or the Corporations Act and legal issues associated with Australian or foreign financial products.
- Excellent verbal and written communication skills in English.
- Strong technical skills in data analysis and presentation.
- Completed a Bachelor's degree in law, business, finance or economics. Post-graduate degrees and/or CFA designation viewed favourably.

And if you've got some of this, even better:

- Cognisant of policy issues that have an impact on current and future performance of financial products available on ASX.
- Experience with financial data systems including Bloomberg, IRESS, FactSet, Morningstar.
- Strong presentation, communication and people skills.
- Experience with capital markets transactions and modelling.

What you need to enjoy and be good at for this role:

- A genuine interest in business and capital markets
- Collaborating with multiple internal and external stakeholders
- Analysis and generating data driven insights
- Customer management focus
- External, outgoing, high interpersonal skills
- Be a team player and ability to build a rapport and work effectively with peers, superiors and external stakeholders
- Ability to deal with multi-functional, multi-discipline issues
- Ability to deal with senior level execs
- Ability to negotiate
- Strong work ethic

Please contact Grace at Perigon to apply.

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