Job Description
IFM Investors is a private markets manager, with a focus on infrastructure and capabilities in unlisted and listed equity, private equity and debt. IFM manages AU$218.3bn across all asset classes on behalf of 717 institutional clients (at 30 June 2024). We have 230+ investment specialists across our capabilities. We’re based on four continents, operating from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, Milan, New York, Houston, Hong Kong, Seoul and Tokyo. We have a global network that helps us uncover opportunities. Our reach, reputation and relationships mean we can access deal flows that few other managers can.
IFM was founded by pension funds. It’s still owned by pension funds today. Our clients are stewards of capital too, with the same duty to deliver value over decades. We share a multigenerational vision: to invest, protect and grow the savings of millions of people. We do this by investing, owning and financing the assets our clients and their beneficiaries rely on to live their lives. Where we own assets, our engineers and sector experts join their boards and management committees, with the aim of becoming pivotal to their success.
From Vienna Airport to the Indiana Toll Road, from energy storage to data storage, we invest in what matters: real assets that will serve society’s needs for decades to come and seek to deliver for clients the positive outcomes they need. For more information, visit ifminvestors.com .
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The Role
The role’s principal focus is to provide support to Clients and work within the Investor Relations team with respect to ongoing client relationship management of existing EMEA clients, alongside other members of the Investor Relations team
Key Responsibilities
- Maintaining up-to-date and accurate records in Salesforce CRM / Pipe+
- Ensuring all existing client communications and meetings and well-documented and captured in Pipe+ and calendars
- Answering regular client queries and keeping track of what hasn’t been answered by when
- Assisting in arranging and booking all the internal meetings with different teams as it relates to client project work, prep meetings on clients etc
- Provide support for wider IR team on client engagement including data and queries
- Managing user access to IFM’s Investor Portal ‘Investor Connect’
- Managing timely delivery of bespoke reports to investors and be a part of a project lift for reporting
- Providing timely and accurate responses to ad hoc requests from auditors, consultants and investors
- Assisting where needed in the planning and execution of investor events including investor briefings, AGMs, Investor Dinners, Investor Advisory Committees and Masterclasses and timeline keeping
- Contributing to other investor relations and client servicing projects as required
- Working on MI reporting, client analysis and ad hoc data needs
- Project work as and when required including reporting automation and uplift, technology initiatives for the team and data cleansing
- Manage distribution of investor reports within agreed deadlines
- Manage user access to IFM’s Investor Portal ‘Investor Connect’
- Provide timely and accurate responses to ad hoc requests from auditors, consultants and investors
- Actively participate in introduction of system changes and process improvements that streamline and enhance the investor experience
- Support the transition of client service responsibilities as the UK operational team comes online
- Support team in achieving ISQ targets relating to Client Service, Reporting and Onboarding
- Maintain detailed and accurate tracking data for existing investors including meaningful and timely recording of interactions on Salesforce and any other relevant platforms
- Support team in achieving ISQ targets relating to Relationship satisfaction and Operational excellence.
Your Background And Experience
- Prior experience in financial services 2-5 years
- Languages a plus
Qualifications
- Will look at all ranges of background, Tertiary and university qualifications required
Technical Knowledge
- Advanced knowledge of Microsoft Office
- Familiarity with CRM systems
- Able to interpret complex material and prepare structured reports and work on data files
- Able to demonstrate ability to communicate (written and verbal)
- Exceptional organisational skills
