At a Glance
- Tasks: Manage investor services and reporting for institutional funds, ensuring a seamless client experience.
- Company: Join Macquarie Group, a global financial powerhouse with 56 years of profitability and diverse opportunities.
- Benefits: Enjoy flexible working, generous leave, wellness support, and professional development opportunities.
- Other info: Diversity and inclusion are core values; all backgrounds are encouraged to apply.
- Why this job: Be part of a supportive team driving positive impact in finance and shaping client experiences.
- Qualifications: 3-5 years in client services or investor relations; strong communication and organisational skills required.
The predicted salary is between 48000 - 84000 € per year.
Join to apply for the Executive, Fund Management, Enterprise role at Macquarie Group
Join to apply for the Executive, Fund Management, Enterprise role at 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
What We Offer
Benefits
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
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.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Business Development and Sales
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#J-18808-LjbffrExecutive, Fund Management, Enterprise in London employer: Macquarie Group
Macquarie Group is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including generous leave policies, flexible working arrangements, and extensive learning opportunities. Located in London, you will thrive in a diverse and inclusive work culture that encourages collaboration and innovation, making it an ideal environment for financial services professionals looking to make a meaningful impact in fund management.
StudySmarter Expert Advice🤫
We think this is how you could land Executive, Fund Management, Enterprise in London
✨Tip Number 1
Network with professionals in the financial services sector, especially those involved in client services or investor relations. Attend industry events or webinars to connect with potential colleagues and learn more about Macquarie's culture and values.
✨Tip Number 2
Familiarise yourself with Macquarie's recent projects and initiatives, particularly in real assets and green investments. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the company.
✨Tip Number 3
Prepare to discuss your experience in managing investor communications and reporting. Think of specific examples where you've successfully handled investor queries or improved processes, as these will showcase your relevant skills and expertise.
✨Tip Number 4
Highlight your proficiency in Microsoft Office, especially Excel and PowerPoint, during discussions. Be ready to share how you've used these tools in previous roles to enhance efficiency or present data effectively.
We think you need these skills to ace Executive, Fund Management, Enterprise in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in client services or investor relations. Use specific examples that demonstrate your interpersonal skills and ability to manage competing priorities.
Craft a Compelling Cover Letter:Write a cover letter that showcases your enthusiasm for the role at Macquarie Group. Mention how your background aligns with their vision of delivering exceptional client experiences and your interest in green investments.
Highlight Relevant Skills:Emphasise your strong communication and writing skills, as well as your proficiency in Microsoft Office, particularly Excel and PowerPoint. Mention any experience with automation or digitalisation efforts.
Showcase Your Understanding of the Role:In your application, demonstrate your understanding of the responsibilities involved in managing investor communications and reporting. Reference your ability to engage with various stakeholders effectively.
How to prepare for a job interview at Macquarie Group
✨Showcase Your Client Services Experience
Make sure to highlight your experience in client services or investor relations. Be prepared to discuss specific examples of how you've managed client relationships and improved their experience, as this role heavily focuses on delivering exceptional client service.
✨Demonstrate Strong Communication Skills
Since you'll be communicating with a variety of stakeholders, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've effectively communicated complex information in the past.
✨Prepare for Technical Questions
Given the focus on operational functions and investor reporting, brush up on relevant financial concepts and tools. Be ready to discuss your proficiency with Microsoft Office, especially Excel and PowerPoint, and any experience you have with automation or digitalisation efforts.
✨Emphasise Organisational Skills
This role requires managing multiple priorities and projects simultaneously. Share examples from your previous roles that showcase your ability to stay organised and handle competing demands effectively. Highlight any tools or methods you use to keep track of tasks and deadlines.
