Client Implementation Analyst - Wholesale

First Sentier Group; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

First Sentier Group is seeking a Client Implementation Analyst in Sydney, Australia. You will coordinate client onboarding, support governance, manage distribution and rebate arrangements, and liaise with distributors and service providers to ensure smooth onboarding and ongoing client lifecycle management.

The role emphasises analytical thinking and stakeholder management in a fast-paced financial services environment, with a 12-month fixed-term contract and strong focus on continuous

Qualifications

• Experience in financial services environment is preferred.
• Familiarity with client onboarding and wholesale distribution topics is advantageous.
• Understanding regulatory and operational requirements in financial services is desirable (DDO, RG146).

Responsibilities

• Coordinate client onboarding activities and ensure operational readiness.
• Support governance reviews, contract documentation, and risk controls across onboarding.
• Manage distributer relationships, rebates, and reporting processes.
• Deliver a high-quality experience for internal and external stakeholders.

Skills

Analytical skills

Stakeholder management

Attention to detail

Communication skills

Job description

We're looking for a Client Implementation Analyst to join our team at First Sentier Group. In this role, you'll play a key part in delivering a seamless onboarding experience for our institutional and wholesale clients while supporting the ongoing management of client and distributor relationships.

Working across a range of internal and external stakeholders, you'll coordinate onboarding activities, support contract governance, manage distribution and rebate arrangements, and help drive continuous improvement across our processes. This is a fantastic opportunity for someone who enjoys combining analytical thinking with stakeholder management in a collaborative and fast-paced environment.

Please note this role is a 12 month FTC

Client Onboarding & Lifecycle Management

• Coordinate client onboarding activities and ensure operational readiness
• Support the management of distribution and rebate agreements
• Assist with the implementation and processing of management fee rebates
• Liaise with distributors, registries, custodians, and other third-party providers
• Support wholesale due diligence reviews and RFI requests
• Prepare and maintain flow and FUM reporting

Governance & Risk Management

• Maintain accurate records and registers in line with governance requirements
• Coordinate contract reviews, amendments, and related documentation
• Support a strong risk and control environment across onboarding activities

Client Experience & Continuous Improvement

• Deliver a high-quality experience for internal and external stakeholders
• Identify opportunities to improve processes and operational efficiency
• Maintain procedures, documentation, and management reporting
• Contribute to projects, working groups, and change initiatives across the business

Your skills and experience

You’ll bring experience from a financial services environment and enjoy working with multiple stakeholders to deliver strong client outcomes.

• Experience within asset management, asset servicing, wealth management, or a related financial services environment
• Exposure to client onboarding, wholesale distribution, platforms, or pooled funds
• Experience working with internal operational teams and external service providersUnderstanding of regulatory and operational requirements within financial services, including familiarity with Design and Distribution Obligations (DDO) and RG146 (desirable)
• Strong analytical and problem-solving skills with excellent attention to detail
• Solid organisational skills and the ability to manage multiple priorities
• A proactive, adaptable approach with a focus on continuous improvement
• Strong communication and stakeholder management skills

About us

First Sentier Group is a global asset management group providing high quality, differentiated and relevant investment capabilities aiming to deliver exceptional investment performance for our clients and profitable growth for our shareholder.

We do this through our independent teams of active, specialist investors who share a common commitment to responsible investment principles. We are a global asset management business and the home of investment teams AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners and RQI Investors. All our investment teams – whether in-house or individually branded – operate with discrete investment autonomy, according to their investment philosophies.

Our commitment to Diversity, Equity & Inclusion (DE&I)

We value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

If you require any adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.