Correspondence & Reporting - Senior Associate
Macquarie Group
Sydney
5d ago

Join our Asset Management team on a 7 month contract, and help us deliver investor reporting services for a range of internal clients.

In this operational role, you will be part of the our Asset Management Correspondence and Reporting team who are responsible for the delivery of investor reporting services and correspondence for retail, wholesale and institutional clients across both our Investment Management and Macquarie Specialist Investment businesses.

Some of your responsibilities in this role will include the execution of client correspondence and fund performance reporting in accordance with timeframes and business requirements whilst ensuring accuracy of client correspondence and fund performance reporting, including coordination of the approval process and engagement with a range of stakeholders.

You will be liaising with various external service providers to ensure accurate and timely distribution of client correspondence and will be responsible for document maintenance including drafting and reviewing correspondence templates, ensuring templates are reviewed regularly and meet regulatory requirements, retention of signoff and supporting documentation.

You will be delivering fund information to clients in accordance with timeframes and business requirements whilst ensuring client expectations and internal KPIs are met.

You will also be tasked with building and maintaining a high level of engagement with key internal stakeholders, such as Fund Accounting, Product Managers, Legal, Compliance and Marketing.

To be successful in this role you will have the desire to provide exceptional client service and will work well in a small team.

In addition, you will be able to demonstrate effective time management and organisational skills with proven ability to meet deadlines in a fast-

paced environment. You will be able to work both autonomously and within a team and possess excellent verbal and written communication skills, whilst maintaining a strong attention to detail.

It would suit someone who is analytical and has a solution driven demeanour, with the ability to evaluate options and propose alternate solutions.

If you enjoy developing meaningful business relationships and are committed to providing exceptional customer service, then please apply now.

Macquarie Asset Management (MAM; formerly known as Macquarie Funds Group) is a full-service asset manager, offering a diverse range of products including securities investment management, infrastructure and real asset management, and fund and equity-

based structured products.

MAM comprises the following three divisions :

  • Macquarie Infrastructure and Real Assets
  • Macquarie Investment Management
  • Macquarie Specialised Investment Solutions.
  • Find out more about Macquarie at www.macquarie.com / about

    Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different.

    At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance.

    If you're capable, motivated and can deliver, we want you on our team.

    We facilitate a range of flexible working arrangements within our teams. Talk to us about what flexibility may be available.

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