Client Service Analyst
RQI InvestorsCouncil of the City of Sydney, New South Wales, AustraliaRQI Investors is a systematic equity asset management boutique within First Sentier Group, managing over AUD 25 billion in assets as of December 2024. Our investment philosophy focuses on developing and deploying advanced quantitative techniques, with a strong emphasis on machine learning, data science, and robust alpha modelling. We deliver alpha-driven investment solutions across a diverse set of global and domestic equity strategies, combining academic rigor with real-world implementation.
Why Work with RQI?
At RQI, we integrate solid economic rationale and data science methodologies into systematic equity investment. Our team is driven by research excellence, intellectual rigor, and collaboration, creating an environment where researchers apply innovative techniques to develop robust investment strategies. Joining RQI means contributing to a team dedicated to advancing quantitative investing through the exploration of diverse information sources and the practical application of machine learning within finance, grounded in solid investment principles. We provide a supportive, research-focused setting that combines the agility of a boutique with the resources and global reach of the broader First Sentier Group.
About the role
This is a varied role focusing on the client service management of RQI’s institutional clients and consultants. Duties include client service management such as reporting, presentations, database and questionnaire management, workflow coordination and assistance with compliance matters. This is an exciting opportunity for a bright, self-motivated and highly organised individual to join a fast growing business and contribute to its ongoing growth and long term success.
Responsibilities
- Provide professional and friendly service to institutional and wholesale clients and consultants.
- Responsible for client reporting including monthly, quarterly and annual reports, and the inclusion of new and evolving requirements.
- Help both domestic and offshore wholesale and institutional sales teams with client queries.
- Create high quality and accurate PowerPoint presentations.
- Assist in the preparation, compilation and participation in asset management questionnaires and proposal requests.
- Coordinate and respond to ad-hoc client queries as required.
- Assist in the production and maintenance of external marketing materials.
- Assist in maximising business productivity through providing proactive support and organisation of tasks and monitoring of deadlines.
- Looking for productivity, business and systems continuous improvements.
About you
About us
Powering possibilities
At First Sentier Group, we believe it is our responsibility to help clients achieve the financial freedom they desire, unlocking a world of possibilities. We support our distinct affiliate investment teams to deliver meaningful investment outcomes. By combining their specialist investment knowledge with our global support, we create an innovative and agile operating model designed to effectively respond to our clients\' needs. We pride ourselves on our client-centric approach, ensuring we are all working towards achieving our clients\' goals and enhancing their possibilities for the future, while continually striving for better. Our success relies on our ability to deliver outstanding client outcomes, supported by our culture and an efficient, sustainable and scalable business. We are committed to investing in our people to ensure we attract, develop and retain the talent to deliver these outcomes, guided by our vision, purpose and values.
Why work with us
Working at First Sentier Group gives you access to a growing, values-led organisation with competitive pay and industry-leading benefits including :
Corporate Sustainability & B Corp
We are committed to ensuring that as a firm, we contribute to a sustainable economy and society by improving our environmental, social and governance standards and holding our own business to the same standards that we expect of the companies we invest our clients’ capital in; and by doing so, reinforcing our position as responsible investors. Find out more at this page : Corporate Sustainability
In 2022, First Sentier Group became a globally certified B Corp. B Corp Certification provides a framework to assess our operations against environmental, social and governance standards, and to identify areas for enhancement. Based on the B Impact Assessment, First Sentier Group earned an overall score of 107.2, as of November 2022. Find out more at this page : B Corp Certification
Our commitment to Diversity, Equity & Inclusion (DE&I)
At First Sentier Group, we value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.
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Client Service Analyst • Council of the City of Sydney, New South Wales, Australia