Position Description
This is an exciting opportunity for a talented candidate to join the Institutional Equities team in Sydney, Australia. This individual will be directly involved in supporting and helping to grow the CLSA Australia business. We are looking for an analytical individual with strong communication and multi-tasking abilities, excellent technical skills and a solid industry knowledge base.
Key Areas of Responsibilities
Conduct extensive reporting and analysis with a focus on Institutional Equities revenues & business drivers
Analyze and identify trends and growth opportunities using internal/external data and in partnering with sales, trading, corporate access and research departments
Provide accurate and timely data required for periodic and ad hoc client reporting and due diligence requests.
Using data sources like McLagan and internal systems to understand what resources / activities are being put into each account and whether that is appropriate for the wallet opportunity. Develop strategies for each key account where we are underperforming to improve CLSA penetration into the client wallet and work with front office to ensure the action points are completed.
Support the local management team utilizing your analytical and project management skillset
Attend all client reviews with front office staff to build firsthand understanding of what clients need and use this to enhance strategies for CLSA to increase revenues.
Co-ordinate the institutional client on-boarding process for Australia (Equities, IB and wealth Management)
Work with leadership team to develop a robust and replicable account management template that must be followed for all key clients so we can understand and close deficiencies in service levels. Identify new clients that CLSA can approach to onboard. One of the key differences between CLSA and the top 5 to top 8 brokers in the McLagan survey each quarter is that CLSA needs to find an extra 40-50 clients to engage with us regularly.
Identify new clients that CLSA can approach to onboard. One of the key differences between CLSA and the top 5 to top 8 brokers in the McLagan survey each quarter is that CLSA needs to find an extra 40-50 clients to engage with us regularly.
Develop and maintain critical relationships with a wide variety of internal front office departments including Sales & Trading, Research Heads, Corporate Access and Operations teams.
Requirements
Be graduate degree qualified with 5+ years' experience in financial services, ideally gained from working in the finance industry.
Finance experience is preferred, but not essential.
High proficiency in Microsoft Office (Excel, Word, PowerPoint).
Demonstrable examples of being pro-active in delivering process improvements and insights to drive bottom line outcomes.
Demonstrate a solid understanding of the institutional market, superannuation and industry funds, as Well as the global investment management industry including markets, industry trends and regulatory environment
Have proven analytical and numeracy skills with a high attention to detail.
Be a fast learner with an ability to adapt to new systems and processes
Be self-motivated and able to work independently on various projects as well as part of a team
Be well organised, accurate, conscientious and resilient and strong attention to detail and accuracy
Able to demonstrate excellent written and verbal communication skills, particularly with regards to presenting analytics at a management level
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