Analyst, Client Service

IFM Investors; City of Melbourne; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

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Job summary

IFM Investors is seeking an Analyst, Client Service in Melbourne to support the end‑to‑end client experience across global teams. You’ll combine client service excellence with financial services know‑how, helping to deliver capital activity, reports and stakeholder queries.

Ideal candidates have 2–3 years in financial services, a business/finance qualification, and strong relationship skills. This role offers a hybrid work model with competitive salary and supportive culture at IFM Investors.

Qualifications

• 2–3 years’ experience within financial services/asset management, with experience in Client Service or Investor Relations preferred
• Ability to develop strong working relationships with both internal and external stakeholders
• Broad understanding of the financial services industry, operation of superannuation/pension funds, in particular compliance, client service and tax service functions
• Tertiary qualification in Business/Management/Financial Services or other relevant areas

Responsibilities

• Support timely delivery of capital calls and distributions notices to clients.
• Support timely delivery of client reporting, management reporting, regulatory reporting and audit confirmations to stakeholders.
• Collaborate with internal teams (Global Client Solutions, Investment Accounting, Data Capability, etc.) and other key stakeholders on queries related to operational activities (FUM, capital activity, fee & expense reporting).
• Perform high‑quality checking and oversight of own work to ensure accuracy and timeliness of reporting deliverables.
• Identify and implement opportunities for process improvement to enhance operational efficiency and client satisfaction.
• Support projects and initiatives of the team and the wider business, as necessary.

Skills

Client service experience

Relationship building

Communication skills

Financial services knowledge

Education

Bachelor's degree in Finance/Business

Job description

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. That’s what IFM Investors has built up over 30 years.

With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.

The Opportunity

At IFM, you’re 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 that’s inclusive, accountable and collaborative. Where you’re 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:

• Client & Product Operations
• Data, Digital & AI
• Enterprise Resilience, ODT Strategic Planning & Execution
• Enterprise Transformation & Delivery
• Technology
• Operating Platform Transformation
• Operations
• Valuations Management Office

The Role

TheClientServiceteamisresponsibleforprovidingproactive,clientcentricserviceto clients and their related parties, ensuring that clients have a positive and seamless experience.

Sitting at the forefront of the operational client experience at IFM, the Analyst, Client Service will work with other members of the Client Service team globally to support the management of the end-to-end client experience.

Thisrolecombinescustomerservicewithfinancialexpertise,oftenactingasabridge between the client and the technical aspects of investment operations.

Key responsibilities include:

Supportthetimelydeliveryofcapitalcallanddistributionnoticestoourclientsto ensure seamless capital movements

Supportthetimelydeliveryofclientreporting,managementreporting,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, DataCapability,etc.)andotherkeystakeholdersacrossIFMonqueriesrelatedto operational activities i.e., Funds under management (FUM), capital activity, and fee & expense reporting

Performhigh-qualitycheckingandoversightofownworkandensureaccuracyand timeliness of reporting deliverables

Assist in identifying and implementing opportunities for process improvement to enhanceoperationalefficiencyandclientsatisfaction,withafocusonstreamlining client reports

Supportprojectsandinitiativesoftheteamandthewiderbusiness,as necessary

Your Background and Experience

• Tertiary qualification in Business/Management/Financial Services or other relevant areas
• 2-3 years’ experience within financial services/asset management, with experience in Client Service or Investor Relations preferred
• Ability to develop strong working relationships with both internal and external stakeholders
• Broad understanding of the financial services industry, operation of superannuation/pension funds, in particular compliance, client service and tax service functions

Ability to successfully communicate (written and verbal) technical financial and investment related content

Ready to invest in what matters?

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*******@ifminvestors.com