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.
Support the local management team utilizing your analytical and project management skillset
Co-ordinate client reviews with investment teams, ensure transparency and communication to the wider team and follow up on action items with Sales, Research and Trading.
Co-ordinate the institutional client on-boarding process for Australia (Equities and IB)
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 3+ 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
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
