E&P Financial Group
Associate Funds Management (Start ASAP)
Sydney
Opportunity expired
Opportunity details
- Graduate Job or Program
- AUD 60,000 - 65,000 / Year
- 1 vacancy
- Apply by 30 Jun 2024
- Start date ASAP
The Company
E&P Financial Group (E&P) is an ASX-listed business delivering financial services across wealth management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
The focus on your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
Taking the first step in your Funds Management career, you will work with a specialised team where you can learn and grow a long-term career. As an Associate in our Funds team in Sydney, you will primarily focus on fund operations whilst also undertaking some business development and marketing activities.
Your role you will develop a deep understanding of all aspects of the role which will provide you with a solid foundation to grow your career over time.
A typical day may include various tasks so of which include:
Fund Operations
- Holdings and cash reconciliation with custodian and fund administrator
- Liaise with custodian, fund administrators and portfolio managers
- Trade reconciliation and monitoring settlement
- Corporate action instruction, including proxy voting
- Unit price review
- Ensuring other daily and monthly operational deliverables are met
- Aggregating product information into monthly/quarterly reports. Editing, reviewing and drafting commentaries and email content.
Business Development & Marketing
- Collaborate with Marketing team to promote Claremont Global through omni-channel strategies.
- Maintain and integrate CRM data, including platform data, contact details, and meeting notes.
- Prepare due diligence packs for investment consultants, research houses, and industry funds.
- Assist in various Digital Marketing activities like email distribution, tracking, and reporting for enhanced digital experiences.
About You
Key to your success in the role will be:
- A relevant Bachelors’ degree (Commerce or similar)
- Excellent communication and presentation skills.
- Strong attention to detail.
- Well-developed organizational and time management skills.
- Strong analytical skills and interest in financial markets
- Proficient in the use of Microsoft Office, particularly Excel (or equivalent)
Our Benefits
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
Hiring criteria
- No experience required
- Australian Citizen +more
- Business & Management +more
Reviews
Apart from my daily tasks, the day-to-day tasks depend on what my team and buddy is working on at the time so they can vary. As we approach Christmas I would like to be busier however understand this is a quiet time for the industry.
The tasks vary between admin work and interesting work. However there is a conscious effort among support teams to reduce the admin work-load.
Ad-hoc tasks include preparing letters and documents, responding to emails, receiving calls, completing ATO lodgements. A major on-going task involves preparing funds for the financial year.
About the employer
E&P Financial Group
4.8
100 - 500 employees
Banking & Financial Services
A leading Australian financial services firm with a focus on wealth management, SMSF accounting, corporate & institutional advice & funds management.
Pros and cons of working at E&P Financial Group
Pros
The best aspect of working here is the culture.
Working within the team is the best part at working at E&P. The team is friendly and supportive - there is always someone available to help. I also receive regular feedback and great tips to help improve my work.
- Competitive graduate salary - Clear promotion criteria - Good culture.
- The knowledge I have gained, it has been a great learning experience - The people and company culture - Access to morning meetings where I learn more about the economy on a macro and micro level - My team's devoted efforts to ensure I take the most I can from this experience e.g. watching them conduct trades, and attending client meetings.
In the program, they are giving me valuable work and in-depth feedback so I can get the most out of the internship program.
Cons
Lots of admin work.
Two presentations. I can understand that the skillset is needed for the job however considering its unsettling nature I think 1 is sufficient.
Not many opportunities for remote work - however very positive culture inside the office.
As we approach Christmas I would like to be busier however understand this is a quiet time for the industry.
The training program is thoughtful, designed to keep the interns busy and concurrently educated. In terms of feedback, I think two presentations is excessive given the small role as an intern.