Associate – Funds Management”

Welcome to the Latest Job Vacancies Site 2024 and at this time we would like to inform you of the Latest Job Vacancies from the E&P Financial Group with the position of Associate – Funds Management” - E&P Financial Group which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Associate – Funds Management” - E&P Financial Group below matches your qualifications. Good Luck: D

Taking the first step in your Funds Management career, you will work with a specialised team where you can learn and grow a long-term career....

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The Role

Taking the first step in your Funds Management career, you will work with a specialised team where you can learn and grow a long-term career. As an Associate in our Funds team in Sydney, you will primarily focus on fund operations whilst also undertaking some business development and marketing activities.

Your role you will develop a deep understanding of all aspects of the role which will provide you with a solid foundation to grow your career over time.

A typical day may include various tasks so of which include:

Fund Operations

  • Holdings and cash reconciliation with custodian and fund administrator
  • Liaise with custodian, fund administrators and portfolio managers
  • Trade reconciliation and monitoring settlement
  • Corporate action instruction, including proxy voting
  • Unit price review
  • Ensuring other daily and monthly operational deliverables are met
  • Aggregating product information into monthly/quarterly reports. Editing, reviewing and drafting commentaries and email content.

Business Development & Marketing

  • Collaborate with Marketing team to promote Claremont Global through omni-channel strategies.
  • Maintain and integrate CRM data, including platform data, contact details, and meeting notes.
  • Prepare due diligence packs for investment consultants, research houses, and industry funds.
  • Assist in various Digital Marketing activities like email distribution, tracking, and reporting for enhanced digital experiences.

About You

Key to your success in the role will be:

  • A relevant Bachelors’ degree (Commerce or similar)
  • Excellent communication and presentation skills.
  • Strong attention to detail.
  • Well-developed organizational and time management skills.
  • Strong analytical skills and interest in financial markets
  • Proficient in the use of Microsoft Office, particularly Excel (or equivalent)

How to apply

Should you have any questions or require any specific support or adjustments throughout the recruitment process and beyond, please advise contact Steph at quoting “Associate – Funds Management” in the subject line. and we will be happy to assist. Applications can be submitted via Seek or LinkedIn.

E&P Financial Group (E&P) is an ASX-listed business delivering financial services across wealth management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.

An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.

The focus on your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

Information :

  • Company : E&P Financial Group
  • Position : Associate – Funds Management”
  • Location : Australia
  • Country : AU

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Associate – Funds Management” job info - E&P Financial Group Australia above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Associate – Funds Management” job info - E&P Financial Group Australia in 07-06-2024 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.

Next Process

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Post Date : 07-06-2024