The Place for Talent

About the opportunity:  

What you’ll be doing

- Assist for the management of the ICS inboxes and phoneline

- Assist with the ongoing management of the CRM database for investors by ensuring all information is accurate and up to date

- Responsible for the investor onboarding process, including compliance requirements (e.g., KYC/AML) ,capital calls and welcome letters

- Coordinate the quarterly management fee rebate process

- Assist theICS team to source responses, co-ordinate and finalise investor RFIs and DDQs, including automation of responses using RFI-Assist

- Manage the process of transfers and secondary trades - liaising with investors/asset consultants/custodians, Investment Management, Finance and Registry and ensure timely updates of trackers.Create and update marketing collateral including presentations as required using Powerpoint

- Help manage the team’s filing system and ensure data accuracy at all times

- Assist with the management of data rooms and keeping documents and user access lists up-to-date

- Prepare data-driven insights to inform strategic decision-making and enhance stakeholder reporting

- Proactively identify opportunities to streamline processes and improve data systems for portfolio and fund management

- Responsible for maintaining the integrity of the ICS data platform including transactions, uncalled capital, YTD capital raising, YTG forecasts, investor information to ensure the accuracy and timeliness of the ICS PowerBi dashboards

- Partner with Technology, Finance and Investment teams to define requirements and test enhancements for CRM, Power BI dashboards and investor data systems

- Support periodic investor, custodian and internal audits by coordinating data requests, validating outputs and ensuring consistent responses across teams

- Develop and maintain internal process documentation, playbooks and training materials to support team scalability and onboarding of new ICS team members

- Support ad-hoc projects and tasks as required

Benefits that matter

Our people share in our success. From employee share ownership to career development, we back our people for the long term.

• Wealth: Short and long-term incentives, salary continuance and crisis insurance, employee securities and salary packaging.
• Family: 20 weeks paid primary carers leave, 10 weeks secondary carers leave, parental transition support, school holiday programs.
• Well-being: Sonder 24/7 EAP, Tuesday breakfasts, wellbeing leave, WELL-accredited workplaces and AIA Vitality.
• Learning: On-the-job experiences, 24/7 online learning, mentoring and coaching.
• Leave: Birthday leave, purchased leave, volunteer leave, career breaks, fertility leave, and wellbeing leave.
• Community: Pledge 1%, volunteer leave, workplace giving and dollar matching
  

Why Charter Hall

As Australia’s leading diversified property funds manager, we bring together scale, expertise and a strong performance track record to deliver for our investors. What sets us apart is our active approach – managing funds, assets, leasing and development across Office, Industrial & Logistics, Retail, Diversified and Social Infrastructure to unlock long-term value.

We’re always looking ahead, exploring new ways to connect people, capital and opportunity. Backed by an entrepreneurial, collaborative and customer-focused culture, Charter Hall is a place where talented people can step up, contribute and make an impact.

Learn more: https://www.charterhall.com.au/

Ready to join us?
Apply now or reach out confidentially to Alex Smout ([email protected]) to help shape what’s next.