Analyst, Client Service
Role Overview
IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities.
Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years.
With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.
The Opportunity
At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.
So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.
Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.
Business Overview
Our Operations, Data & Technology team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including:
Client & Product Operations
Data, Digital & AI
Enterprise Resilience, ODT Strategic Planning & Execution
Enterprise Transformation & Delivery
Technology
Operating Platform Transformation
Operations
Valuations Management Office
The Role
The Client Service team is responsible for providing proactive, client centric service to clients and their related parties, ensuring that clients have a positive and seamless experience.
Sitting at the forefront of the operational client experience at IFM, the Analyst, Client Service will work with other members of the Client Service team globally to support the management of the end-to-end client experience.
This role combines customer service with financial expertise, often acting as a bridge between the client and the technical aspects of investment operations.
Key responsibilities include:
Support the timely delivery of capital call and distribution notices to our clients to ensure seamless capital movements
Support the timely delivery of client reporting, management reporting, regulatory reporting and audit confirmations to our stakeholders, ensuring that any related queries are addressed swiftly and effectively
Collaborate with internal teams (Global Client Solutions, Investment Accounting, Data Capability, etc.) and other key stakeholders across IFM on queries related to operational activities i.e., Funds under management (FUM), capital activity, and fee & expense reporting
Perform high-quality checking and oversight of own work and ensure accuracy and timeliness of reporting deliverables
Assist in identifying and implementing opportunities for process improvement to enhance operational efficiency and client satisfaction, with a focus on streamlining client reports
Support projects and initiatives of the team and the wider business, as necessary
Your Background and Experience
Tertiary qualification in Business/Management/Financial Services or other relevant areas
2-3 years’ experience within financial services/asset management, with experience in Client Service or Investor Relations preferred
Ability to develop strong working relationships with both internal and external stakeholders
Broad understanding of the financial services industry, operation of superannuation/pension funds, in particular compliance, client service and tax service functions
Ability to successfully communicate (written and verbal) technical financial and investment related content
Ready to invest in what matters? With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.
IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at [email protected]
Full Job Posting
About Us
IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities.
Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years.
With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.
The Opportunity
At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.
So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.
Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.
Business Overview
Our Operations, Data & Technology team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including:
Client & Product Operations
Data, Digital & AI
Enterprise Resilience, ODT Strategic Planning & Execution
Enterprise Transformation & Delivery
Technology
Operating Platform Transformation
Operations
Valuations Management Office
The Role
The Client Service team is responsible for providing proactive, client centric service to clients and their related parties, ensuring that clients have a positive and seamless experience.
Sitting at the forefront of the operational client experience at IFM, the Analyst, Client Service will work with other members of the Client Service team globally to support the management of the end-to-end client experience.
This role combines customer service with financial expertise, often acting as a bridge between the client and the technical aspects of investment operations.
Key responsibilities include:
Support the timely delivery of capital call and distribution notices to our clients to ensure seamless capital movements
Support the timely delivery of client reporting, management reporting, regulatory reporting and audit confirmations to our stakeholders, ensuring that any related queries are addressed swiftly and effectively
Collaborate with internal teams (Global Client Solutions, Investment Accounting, Data Capability, etc.) and other key stakeholders across IFM on queries related to operational activities i.e., Funds under management (FUM), capital activity, and fee & expense reporting
Perform high-quality checking and oversight of own work and ensure accuracy and timeliness of reporting deliverables
Assist in identifying and implementing opportunities for process improvement to enhance operational efficiency and client satisfaction, with a focus on streamlining client reports
Support projects and initiatives of the team and the wider business, as necessary
Your Background and Experience
Tertiary qualification in Business/Management/Financial Services or other relevant areas
2-3 years’ experience within financial services/asset management, with experience in Client Service or Investor Relations preferred
Ability to develop strong working relationships with both internal and external stakeholders
Broad understanding of the financial services industry, operation of superannuation/pension funds, in particular compliance, client service and tax service functions
Ability to successfully communicate (written and verbal) technical financial and investment related content
Ready to invest in what matters? With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.
IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at [email protected]
About IFM Investors
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