Company Description:
JP Equity Partners is a leading Wholesale Australian Financial Services Licensed firm with experience in equity capital markets and emerging companies. We provide both domestic and international sophisticated investors access to Australia's most exclusive corporate opportunities. JP Equity Partners specialises in Investment Advisory, Corporate Advisory and Capital Raising.
Role Description:
If you are enthusiastic about playing a key role in the success of a highly respected boutique investment advisory firm based in Nedlands, Western Australia, we want to hear from you. JP Equity Partners has experienced continued growth and is offering an exciting position for a Corporate Manager to join the team.
This is an exciting opportunity to expand your skillset, take the next step in your career, and share a dynamic workplace with a company that values work-life balance. This is an excellent opportunity for someone with experience in the capital markets space to join a growing firm and work alongside the Corporate Advisory team on capital markets transactions including IPOs and listed equity placements.
The Corporate Manager will be responsible for overseeing and organising corporate transactions from start to finish. You will consult with the ASX, lawyers, and relevant third parties to ensure all transactions are conducted appropriately and efficiently.
Further, you will work with external compliance support to ensure our company adheres to all legal and regulatory standards and in-house policies.
Duties Included:
Oversight and project management of corporate deals from start to finish including:
* Attending due diligence meetings and collating relevant documents and information through the deal process
* Inputting deal information into the in-house deal management programme and managing throughout
* Drafting and sending out offer correspondence and key deal documentation to clients
* Liaising directly with clients and third parties around deal queries
* Working with Investment Advisors to oversee scale backs of deal bids, and ensure company policies are followed
* Organising settlement with third parties regarding deals
Client management including:
* Management of client accounts to ensure all necessary documents are on file
* Liaising with clients to answer queries around transactions and portfolios
Working with external compliance support, including:
* Monitoring relevant rules and regulations of ASIC and provide updates to the Company
* Developing and enforcing compliance programmes and policies in accordance with the company and guidelines of the relevant regulatory bodies
* Implementing best practice procedures to conduct business and other requirements
* Managing and liaising with relevant regulators for compliance related matters or enquiries
Additional Requirements:
* Preferably experience and passion in financial markets.
* Corporations Act and ASX experience is preferred but not absolutely required
* Experience and passion in financial markets
* Develop ability to execute trades on ASX trading platform on behalf of clients
* Degree in Commerce/Business Administration, or other related subjects
* Initiative-taking, with good analytical mind set and ability to work under pressure
* Excellent attention to deal and eye for fine details
* Well-developed time management skills with the ability to work autonomously
* Excellence in relationship management and customer service both with external and internal stakeholders
* Professionally presented in a corporate manner
* Agreeable to complete the RG146 Accreditation and other relevant training
* Have a fun outlook on life with a good sense of humour
What we offer:
· Be a part of a thriving team who values growth
· Training- including facilitation of AFSL courses to expand skill set
· Supportive workplace environment
· Flexible hours and values work-life balance
· Connect with our community of sophisticated high net worth investors
· Work closely with the Senior Management and CEOs of our corporate clients
· Attend regular networking events to further develop your professional profile