Graduate Fixed Income Client Services Analyst

Realm Investment House; Melbourne; Sur place; AUD 60 000 - 80 000; Plein temps

Résumé du poste

Realm Investment House is seeking a high-performing graduate to join the Distribution & Marketing team as a Client Services Associate, an entry-level pathway into a client-facing career in fixed income.

You will support relationships with financial advisers, platforms and institutional investors, build grounding in Australian and global credit markets, and develop communication and client skills for Realm’s investment capabilities.

Qualifications

• High academic performance and strong verbal and written communication skills.
• About to graduate or hold a tertiary qualification in finance, commerce, economics or a related field.
• Strong attention to detail and organisational skills with the ability to manage competing deadlines.
• Strong Excel and PowerPoint skills; Salesforce experience is highly regarded.

Responsabilités

• Act as a first point of contact for enquiries from advisers, platforms, and investors, supporting relationship management.
• Assist with meeting preparation, briefing notes, follow-ups and tracking of client actions.
• Onboard new clients and coordinate AML/KYC and redemption queries with the registry.
• Coordinate updates to fund documents and prepare fund reports and presentations.
• Ensure client materials go through compliance review and approvals before release.

Connaissances

Verbal communication

Written communication

Attention to detail

Organisational skills

Excel

PowerPoint

Salesforce

Formation

Finance/Commerce/Economics degree

Outils

Salesforce

Description du poste

Realm Investment House is seeking a high-performing graduate to join the Distribution & Marketing team as a Client Services Associate, an entry-level pathway into a client-facing career in fixed income.

You will support relationships with financial advisers, platforms and institutional investors, build grounding in Australian and global credit markets, and develop communication and client skills for Realm’s investment capabilities.