Analyst, Client Service at IFM Investors

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Investor Relations, Fund Accounting, Performance Analytics, Investor Reporting, Capital Call Processing, Distribution Processing, Client Reporting, Management Reporting, Regulatory Reporting, Audit Confirmations, Data Capability, Salesforce, MS Suite, Excel, Power BI

Industry

Financial Services

Description

About Us IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years. With assets under management of approximately $266.1 AUD billion (at 31 December 2025) we prioritise the interests of over 831 institutional investors worldwide. IFM operates from 16 offices across Australia, Europe, North America and Asia. For more information, visit ifminvestors.com [https://ifminvestors.com/]. The Opportunity At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team. Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams. Business Overview Our Operations, Data & Technology team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: * Transaction Management & Support * Investment Operations & Client Service * Investment Risk & Execution Oversight * Business Transformation * Investment Accounting & Tax Services * Implementation * Information Technology The Role The Analyst, Client Service position is at the forefront of the operational client experience at IFM. The Analyst position, based in Melbourne, works with other members of the Client Service team globally to support the management of the end-to-end client experience. The Client Service team is responsible for providing proactive, client centric service to clients and their related parties ensuring that clients have a positive and seamless experience. This role combines customer service with financial expertise, often acting as a bridge between the client and the technical aspects of investment operations. This role involves ensuring the efficient processing of client requests and collaborating with various internal teams to address client needs and resolve issues. Additionally, the role will support the design, build, and delivery of client reporting needs globally as well as meeting IFM’s management reporting requirements. Key responsibilities include: * Support the timely delivery of capital call and distribution notices to our clients to ensure seamless capital movements * Support the timely delivery of client reporting, management reporting, regulatory reporting and audit confirmations to our stakeholders, ensuring that any related queries are addressed swiftly and effectively * Collaborate with internal teams (Global Client Solutions, Investment Accounting, Data Capability, etc.) and other key stakeholders across IFM on queries related to operational activities i.e., Funds under management (FUM), capital activity, and fee & expense reporting * Perform high quality checking and oversight of own work and ensure accuracy and timeliness of reporting deliverables * Assist in identifying and implementing opportunities for process improvement to enhance operational efficiency and client satisfaction, with a focus on streamlining client reports * Support projects and initiatives of the team and the wider business, as necessary Your Background and Experience * 3-5 years’ experience within financial services/asset management, with experience in Client Service or Investor Relations * Direct experience in a client-facing role is a plus * Familiarity of Fund Accounting and/or Performance Analytics functions highly advantageous * Experience with investor reporting is a plus * Proven ability to champion the criticality of quality client outcomes to important internal stakeholders * Ability to develop strong working relationships with both internal and external stakeholders * Tertiary qualification in Business/Management/Financial Services or other relevant areas * Demonstrated experience handling large datasets * In depth knowledge of Salesforce * Understanding of current global regulatory environment and requirements * Ability to successfully communicate (written and verbal) technical financial and investment related content * Strong working knowledge of MS suite including excel, PowerPoint, Outlook, and Power BI Ready to invest in what matters? With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more. IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at Careers@ifminvestors.com [Careers@ifminvestors.com]

Responsibilities

The Analyst supports the timely delivery of capital call and distribution notices, client reporting, and regulatory reporting, while addressing related queries swiftly. This role involves collaborating with internal teams on operational activities like FUM, capital activity, and fee/expense reporting, and performing quality checking of deliverables.