Consultant, AM Distribution Data and Analytics at Insignia Financial

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

15 Aug, 26

Salary

0.0

Posted On

17 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Quantitative Analysis, Qualitative Analysis, Stakeholder Management, MS Excel, Data Manipulation, Due Diligence Questionnaires, RFP/RFI Preparation, Sales Reporting, Database Maintenance, Communication Skills, Managed Funds Knowledge, SMA Knowledge, Retail Platforms Knowledge, Research House Ratings Administration, Client Reporting, Process Improvement

Industry

Financial Services

Description

Drive insights across Institutional and Retail Asset Management Partner with stakeholders to improve efficiencies and impact decisions Full-time Sydney role with hybrid flexibility The opportunity to join our team We are looking for a proactive and detail-oriented professional to join our Asset Management Distribution Data & Analytics team. You will combine quantitative and qualitative analysis with practical business support, providing insights and accurate data contributing to Institutional and Retail decisions. The role requires strong communication, stakeholder management and the ability to follow up across all levels. If you are improvement-focused, efficient and enjoy making an impact through data and relationships, this is an excellent opportunity. Key Responsibilities: Support the Research Manager team administer the research house ratings process for the business’ Asset Management products Prepare qualitative and quantitative responses to assist with the submission of Due Diligence Questionnaires submitted directly or through a portal system. Prepare and deliver high-quality responses for RFIs (Requests for Information) and RFPs (Requests for Proposals) aiding various distribution channels Assist with managing the DDQ and RFP Content Library Preparation of institutional client monthly and quarterly reports Administration of the rebate calculation and payment process for managed funds held by institutional clients within retail products like SMAs Handle inbound and outbound requests with third parties like research houses and external databases Produce sales data reporting and insights to aid the institutional and retail distribution teams Maintain and update proprietary databases, ensuring data accuracy and consistency Contribute to process improvements, efficiency initiatives, and projects Build and maintain relationships with key stakeholders Contribute to broader Asset Management projects and initiatives as required What you will bring: Experience in a similar role type An understanding of managed funds, SMAs and retail platforms Strong quantitative and qualitative analytical skills Experienced with MS Excel, eg large datasets, data manipulation, summarising and communicating findings with purpose Technology and system savvy (a willingness to learn new systems) Excellent written and verbal communication skills Strong networking and stakeholder management across multiple levels Proactive, adaptive, and efficiency-focused mindset Tertiary qualifications in a related field highly regarded To Apply Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team. Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. Please note that applications from agencies will not be considered at this time. We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

Responsibilities

The role involves providing data-driven insights for Institutional and Retail Asset Management through quantitative and qualitative analysis. Key tasks include managing DDQs, RFPs, client reporting, and maintaining proprietary databases to support distribution teams.