Job Title: Client Relations Lead
This role will be primarily responsible for servicing institutional clients who have invested in Australian & New Zealand strategies.
The Investor Relations team oversees funds marketing and capital raising, as well as client relations and reporting.
Key Responsibilities:
* Coordination, management, and distribution of quarterly and annual reports including proofreading, editing, and report writing as well as coordinating responses to any follow-up questions from clients.
* Management of annual investor meetings including contributing to the production of annual meetings content, presentations, delivery, and meeting logistics.
* Manage client records such as collecting and maintaining accurate information including contact information, investment information, memberships on advisory boards, and investor voting directions.
* Support management of client issues by coordinating and providing timely and thoughtful responses to ad hoc investor queries related to accounting, financial analysis, and asset management.
* Support efficiencies and improvements in client services and reporting.
* Establish, engage with, and maintain key relationships with clients invested in our ANZ strategy.
* Work closely with Investor Relations team and funds management teams to ensure client servicing program delivers on business plan.
Qualifications, Experience, and Strengths:
* Excellent project management capability and organisational skills.
* Strong experience in client relationship management.
* Experience working with institutional investors or alternative assets would be beneficial.
* Excellent writing and editing skills.
* A demonstrated interest in sustainability and responsible investment.
* Must be a team player and work well under pressure and deadlines.
* Bachelor's degree in business, economics, finance, liberal arts, or equivalent preferred.
* A high degree of proficiency in Microsoft Office (Word, Powerpoint, and Excel). Previous experience in using CRM and client portal systems beneficial.
We are a Certified B Corp and an Equal Opportunity Employer that values diversity and inclusion. We offer flexible working arrangements to all employees to support their work/life balance.