Funds Compliance Analyst – Junior, Client Services

Intuitive Recruitment Pty; Sydney; On-site; AUD 55,000 - 75,000; Full time

Job summary

Intuitive Recruitment Pty is recruiting for a Junior Compliance & Client Services Analyst within an investment group in Sydney. You will support reporting, documentation, portfolio monitoring and stakeholder communications across fund operations and compliance.

This role suits someone early in their financial services career, eager to learn funds management, compliance, portfolio oversight and stakeholder engagement in a high-performing team.

Qualifications

• Background in funds management, fund administration, client services, operations or graduate financial services.
• Strong communication and stakeholder management skills.
• Excellent attention to detail and analytical capability.
• Proactive, organized, and able to manage multiple priorities.
• Tertiary qualifications in Finance, Commerce, Economics, Business or related discipline.

Responsibilities

• Support reporting, documentation, portfolio monitoring, regulatory requirements, and stakeholder communications.
• Assist in onboarding, AML/KYC reviews, and due diligence activities where required.
• Maintain accurate fund, portfolio, and client data across systems.
• Monitor investment guidelines and portfolio restrictions to ensure compliance with client mandates.
• Support regulatory reporting and compliance obligations across investment products.

Skills

Communication

Stakeholder management

Funds management interest

Attention to detail

Education

Tertiary qualifications in Finance, Commerce, Economics, Business, or related discipline

Job description

Intuitive Recruitment Pty is recruiting for a Junior Compliance & Client Services Analyst within an investment group in Sydney. You will support reporting, documentation, portfolio monitoring and stakeholder communications across fund operations and compliance.

This role suits someone early in their financial services career, eager to learn funds management, compliance, portfolio oversight and stakeholder engagement in a high-performing team.