The Company Our client, Channel Capital, is a global financial services firm that aims to deliver exceptional client service and innovative financial solutions.
Trusted by investment managers, institutions, superannuation funds, wealth and investment advisers, asset consultants, and individuals, Channel Capital service over A$35 billion in assets across a range of non-traditional capabilities including global fixed income and equities, multi-asset solutions, private credit and private equity, infrastructure, real estate securities, impact and socially responsible investments.
The team comprises 100+ professionals spread across six office locations.
Channel Capital distributes best-in-class domestic and global specialist investment management solutions across institutional, sophisticated, ultra-high net worth, platform, and advisor-led investors, as well as asset consultants and ratings houses.
The business and client base are experiencing significant growth, and an opportunity exists for a suitably qualified individual to help Channel Capital deliver the high standard of client service for which it has become known.
The Role As a member of the Channel Services Division, the Product Associate will work on product development, RFP and researcher review meeting and document collation, ongoing regulatory monitoring and analysis of appointed investment managers to Channel products, regulatory analysis and reporting (e.g.
RG259 and RG97), specialist asset allocation product administration and systems and process enhancement.
Responsibilities will include: Support manager and product RFPs and reviews.
Monitor appointed fund managers for Channel products, including quantitative and qualitative analysis.
Conduct liquidity and stress/scenario testing (RG259).
Enhance RG97 processes and product data reporting.
Aid in product design, development, and launches.
Create, verify, and annually review fund offer documents (PDS, Information Memorandum, etc.).
Onboard manager and underlying fund managers, ensuring operational processes are agreed upon.
Set up and maintain fund administration and custody for all funds.
Continuously monitor and maintain products.
Assist in developing scalable and automated Asset Allocation rebalancing functions.
Collaborate with colleagues to strengthen governance, risk, and compliance frameworks.
Assist with transitions, including in-specie applications/redemptions, custody migrations, and investment manager changes.
The Candidate The successful candidate will rely on their attention to detail to deliver at the highest standard of quality, internally and for fund manager partners and clients, and their organisational abilities to effectively prioritise and execute routine and delegated tasks.
The ability to communicate professionally to build and maintain strong internal, client and third-party relationships is crucial in this role.
A close-knit growing team with a collegiate culture, we welcome applications from candidates with related university qualifications, 2-3+ years of investment/industry experience and a strong work ethic, self-motivation and willingness to grow with the business.
You will be degree qualified in finance related fields, demonstrate high-quality processing and detail driven experience, ideally have exposure to funds management and be highly proficiency in Microsoft Excel, Microsoft Word and Adobe Acrobat.
Experience with InDesign desirable but not essential.
Perigon Group is exclusively partnered with Channel Capital in this recruitment process with all applications managed directly by the team.
Interviews will commence shortly, so please apply as soon as possible and we look forward to hearing from you.
****** (07) 3854 3803