Financial Operations Associate
2 weeks ago
Job Overview
We are seeking a skilled Financial Operations Associate to join our team as a Client Onboarding Specialist. As a key member of our operations team, you will be responsible for managing the end-to-end client onboarding process, ensuring timely and efficient onboarding of new clients while providing exceptional client service.
About Us
IFM Investors is a private markets manager with a focus on infrastructure and capabilities in unlisted and listed equity, private equity, and debt. We manage AU$218.3 billion across all asset classes on behalf of 717 institutional clients. Our global network helps us uncover opportunities, and our reach, reputation, and relationships enable us to access deal flows that few other managers can.
The Role
In this role, you will liaise with clients, track and manage the onboarding process, lead major change events, and perform AML/KYC risk assessments. You will also validate FATCA and CRS forms, complete preliminary reviews of investor legal documents, and cross-reference AML/KYC data against all investor documents.
Required Skills and Qualifications
- 5+ years' experience in client onboarding, tax services, or AML/KYC compliance roles within the financial services industry.
- Tertiary qualification in business, management, financial services, or a related field.
- Proven ability to champion quality client outcomes to internal stakeholders.
- Strong knowledge of MS Office, including Excel, PowerPoint, Outlook, and CRM systems.
- Understanding of current global regulatory environment and requirements.
Benefits
As an IFM Investor, you'll have the opportunity to make a meaningful contribution to our mission of investing, protecting, and growing the savings of millions of people. You'll enjoy a competitive salary, generous leave entitlements, and a collaborative work environment that values diversity and inclusion.
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