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Charter Hall3 weeks ago

Institutional Client Services Senior Analyst

On-site · Sydney, New South Wales, Australia

Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Unknown

Job Summary

Senior analyst responsible for Institutional Client Services activities including managing investor onboarding, KYC/AML compliance, and CRM data accuracy; coordinate RFIs/DDQs and collateral; support transfers and secondary trades; liaise with investors, asset consultants, custodians, and internal teams; create and maintain data-driven dashboards and reports, and develop and maintain process playbooks and training materials to scale the ICS team.

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Charter Hall

Institutional Client Services Senior Analyst

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