Analyst, Client Services

Melbourne, VIC
$110,000-115,000 per year
Permanent
Full-time

16 days ago

Victorian Funds Management Corporation (VFMC) is a public authority responsible for investing for the benefit of Victorians on behalf of the State of Victoria. They manage funds of over $92 billion for 32 Victorian public authorities and related organisations across insurance, superannuation, health, arts, education and service agencies.VFMC was established under the Victorian Funds Management Act 1994 and is governed by an independent Board of directors whose members are appointed by the Governor in Council. The Chair is appointed by the Treasurer of Victoria. Their Minister is the Treasurer of Victoria. VFMC reports to the Minister through the Department of Treasury and Finance.VFMC is a diverse team who is united by a single purpose: Investing for Victoria’s future.As part of the Client and Market Development Team, you will provide a range of investments and services to their clients. These include managing client, government and other stakeholder relationships, providing guidance to clients on their investment objectives and policies, performance reporting services, developing new State opportunities and facilitating internal and external communications and meetings.Key responsibilities will include:

Supporting the two Client Managers in the provision of client information;
Preparing and distributing accurate client related documentation and presentations to support client meetings, as well as prospective client engagements;
Attending and presenting to client and stakeholder meetings regarding VFMC’s investment portfolios, approach to stewardship and investment outlook;
Maintaining up-to-date and accurate client records, files and databases with a high degree of data integrity;
Answering a range of client queries in a professional manner;
Supporting the client onboarding process including investment policy and objectives guidance, VFMC investment option selection and the provision of portfolio modelling analytics to Pooled Fund clients;
Undertaking internal reporting activities;
Supporting the Investment and Client Services teams to prepare investment performance commentary and other presentations for clients;
Contributing to the coordination of client forums and other events, and enhancing VFMC’s reputation as a centre of investment excellence amongst the wider investment community

Technical Skills & Qualifications required include:

Understanding of capital markets, multi-asset class knowledge and institutional portfolio construction.
A tertiary qualification in commerce/economics/accounting and postgraduate study or CFA will be highly regarded;
Outstanding stakeholder management skills, (written and verbal) with the ability to assist with the production and presentation of performance reports, RFPs and presentations for external audiences;
Experience across client management, relationship building and stakeholder management;
Experience working with institutional clients highly regarded;
Strong knowledge of MS Excel, Word, and Outlook;
A highly analytical, collaborative team player with a strong work ethic who works productively and communicates well as part of a team;
You are a problem solver who can work autonomously and are motivated to find solutions for clients;
A commitment to working in a ‘for purpose’ organisation is essential.

This is a truly exciting opportunity for a client services professional to take the next step in their career and join a leading investment management organisation, which provides genuine long-term career development opportunities. VFMC is also committed to supporting its team with fully flexible working arrangements and an aspiration to work in a blended way now and into the future.If you are interested in learning more about this position, please contact Riley Thompson on 0423 356 100 / riley@kaizenrecruitment.com.au or apply via the attached link.Kaizen Recruitment is the exclusive recruitment partner for this position and all applications will be reviewed and assessed directly by Kaizen Recruitment.

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