Client Services Executive, Fund Management - Macquarie Group

Join our Enterprise division within Macquarie Asset Management as an Executive in the Fund Management team. This is an exciting opportunity for a financial services professional with a background in client services or investor relations, to contribute to the growth and success of our platform. You will be a key member of a team managing investor services, investor reporting and operational function for a range of institutional funds across open-ended and closed-end strategies, with global mandates in real assets and green investments.

Our vision in Fund Management is to deliver an exceptional client experience, and support Macquarie Asset Management's growth ambition with a scalable platform, underpinned by data and technology.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone – no matter what role – contributes ideas and drives outcomes.

What role will you play?

In this role, you will be a trusted business partner engaging with senior business stakeholders, internal support teams and external stakeholders to provide a seamless client experience, including tasks such as managing the end-to-end process of KYC (Know Your Customer) and onboarding of investors, managing investor communications and preparation of quarterly investor reporting materials. The role will require oversight and input into investor queries, due diligence questionnaires and co-ordination of investor meetings.

In this role you will communicate directly with a wide range of internal and external stakeholders, including (but not limited to), investors, client solutions group, internal investment teams, portfolio companies, legal, tax, finance, and marketing.

What you offer

• 3- 5 years experience with client services or investor relations or working in a client-facing role
• Excellent interpersonal skills with the ability to drive change and influence stakeholders on different levels.
• Highly organized self-starter who can manage a range of competing priorities and projects
• Strong communication and writing skills
• Demonstrable experience working on automation and/or digitalization efforts
• Microsoft Office proficiency, including Excel and PowerPoint
• Your experience in a similar type of role, for example working in asset management or related financial services operations would be advantageous, although not essential

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

• 1 wellbeing leave day per year and a minimum of 25 days of annual leave.
• 26 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers
• Paid fertility leave for those undergoing or supporting fertility treatment
• 2 days of paid volunteer leave and donation matching
• Access to a wide range of salary sacrificing options
• Benefits and initiatives to support your physical, mental and financial wellbeing including, comprehensive medical and life insurance cover
• Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Access to company funded emergency and backup dependent care services
• Recognition and service awards
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Macquarie Asset Management

Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We're trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.

Our commitment to diversity, equity and inclusion

We are committed to providing a working environment that embraces diversity, equity, and inclusion. We encourage people from all backgrounds to apply regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process.
Our aim is to provide reasonable adjustments to individuals as required during the recruitment process and in the course of employment. If you require additional assistance, please let us know during the application process.