Junior Funds Compliance & Client Services Analyst

Intuitive Recruitment

Sydney

On-site

AUD 60,000 - 80,000

Full time

22 hours ago

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Job summary

Investment Group in Sydney is seeking a Junior Compliance & Client Services Analyst to support fund operations, regulatory compliance, client servicing, and investment administration. This role suits someone early in their financial services career looking to build technical knowledge across funds management, compliance, and stakeholder engagement.

You will work with investment, operations, and compliance teams to support reporting, data management, and ensure activities align with client

Qualifications

Proven ability to communicate clearly with clients and internal stakeholders.
Experience in a funds management, fund administration, or client services environment is a plus.
Strong attention to detail and analytical capabilities are essential.

Responsibilities

Support client communications, reporting, and responses to stakeholder enquiries.
Monitor investment guidelines and portfolio restrictions to ensure compliance with client mandates.
Conduct daily compliance reviews and assist in identifying and escalating potential breaches or exceptions.
Support regulatory reporting and compliance obligations across investment products.
Assist in maintaining accurate fund, portfolio, and client data.
Liaise with investment, operations, risk, and external stakeholders to resolve queries and deliver positive outcomes.
Contribute to process improvement initiatives across compliance, reporting, and operational functions.
Support onboarding, AML/KYC reviews, and ongoing due diligence activities where required.