Analyst, Client Service

Melbourne - Australia

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Description

About Us

IFM Investors is a global asset manager founded and owned by pension funds with capabilities in infrastructure equity and debt private equity private credit real estate and listed equities.

Our purpose is to invest protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity build value and meet the needs of future generations you need scale skill and expertise. Thats what IFM Investors has built up over 30 years.

With assets under management of approximately $266.1 AUD billion (at 31 December 2025) we prioritise the interests of over 831 institutional investors worldwide. IFM operates from 16 offices across Australia Europe North America and Asia.

For more information visit.

The Opportunity

At IFM youre not just part of an investment company but an invested one. We see the work we do as the chance to take sustainable responsible steps forward for millions of people around the world.

So we have made sure to create a workplace thats inclusive accountable and collaborative. Where youre given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful positive difference from day one we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.

Business Overview

Our Operations Data & Technology team collaborates across the business with a strong emphasis on designing solutions increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including:

Transaction Management & Support
Investment Operations & Client Service
Investment Risk & Execution Oversight
Business Transformation
Investment Accounting & Tax Services
Implementation
Information Technology

The Role

The Analyst Client Service position is at the forefront of the operational client experience at IFM. The Analyst position based in Melbourne works with other members of the Client Service team globally to support the management of the end-to-end client experience.

The Client Service team is responsible for providing proactive client centric service to clients and their related parties ensuring that clients have a positive and seamless experience.

This role combines customer service with financial expertise often acting as a bridge between the client and the technical aspects of investment operations.

This role involves ensuring the efficient processing of client requests and collaborating with various internal teams to address client needs and resolve issues.

Additionally the role will support the design build and delivery of client reporting needs globally as well as meeting IFMs management reporting requirements.

Key responsibilities include:

Support the timely delivery of capital call and distribution notices to our clients to ensure seamless capital movements
Support the timely delivery of client reporting management reporting regulatory reporting and audit confirmations to our stakeholders ensuring that any related queries are addressed swiftly and effectively
Collaborate with internal teams (Global Client Solutions Investment Accounting Data Capability etc.) and other key stakeholders across IFM on queries related to operational activities i.e. Funds under management (FUM) capital activity and fee & expense reporting
Perform high quality checking and oversight of own work and ensure accuracy and timeliness of reporting deliverables
Assist in identifying and implementing opportunities for process improvement to enhance operational efficiency and client satisfaction with a focus on streamlining client reports
Support projects and initiatives of the team and the wider business as necessary

Your Background and Experience

3-5 years experience within financial services/asset management with experience in Client Service or Investor Relations
Direct experience in a client-facing role is a plus
Familiarity of Fund Accounting and/or Performance Analytics functions highly advantageous
Experience with investor reporting is a plus
Proven ability to champion the criticality of quality client outcomes to important internal stakeholders
Ability to develop strong working relationships with both internal and external stakeholders
Tertiary qualification in Business/Management/Financial Services or other relevant areas
Demonstrated experience handling large datasets
In depth knowledge of Salesforce
Understanding of current global regulatory environment and requirements
Ability to successfully communicate (written and verbal) technical financial and investment related content
Strong working knowledge of MS suite including excel PowerPoint Outlook and Power BI

Ready to invest in what matters

With IFM that includes your own career. Visit to find out more.

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities backgrounds and perspectives. We champion all groups regardless of race gender religion sexual orientation age disability or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at

Required Experience:

DescriptionAbout UsIFM Investors is a global asset manager founded and owned by pension funds with capabilities in infrastructure equity and debt private equity private credit real estate and listed equities.Our purpose is to invest protect and grow the long-term retirement savings of working people...