Senior Associate, Client Service

Senior Associate, Client Service - Operations

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 $266.1 AUD billion (at 31 December 2025), we prioritise the interests of over 831 institutional investors worldwide. IFM operates from 16 offices across Australia, Europe, North America and Asia.

For more information, visit ifminvestors.com.

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:

• Transaction Management & Support
• Investment Operations & Client Service
• Investment Risk & Execution Oversight
• Business Transformation
• Investment Accounting & Tax Services
• Implementation
• Information Technology

The Role

The Senior Associate, Client Operations position within the Client Service team is at the forefront of the operational client experience at IFM. The Senior Associate position based in New York, will work closely with Global Client Solutions and other members of the Client Service team globally to support the management of the end-to-end client experience.

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.

The role will also provide support to internal stakeholders across the business in delivering client objectives.

This role combines customer service with financial expertise, often acting as a bridge between the client and the technical aspects of investment operations.

This role involves ensuring efficient processing of client requests and partnering with various internal teams to address client needs and resolve issues.

Key Responsibilities include:

• Serve as primary point of contact for client inquiries related to operational activities, transactions (distributions, capital calls), reporting, account management, ensuring that client issues are addressed swiftly and effectively
• Co-ordinate the flow of investor inquiries and responses with internal teams to deliver timely and accurate investor facing communications i.e., performance reporting, specific and customised ad hoc requests
• Liaise with Client Service Reporting and other internal teams to ensure delivery of reporting needs; ability to address custom reporting needs in the region, if necessary
• Regularly communicate with internal teams (Global Client Solutions, Risk & Compliance, Investment Accounting, etc.) to address client inquiries; proactively address and resolve any issues
• Organize, manage, and monitor the team’s schedule and inbox to ensure thequality and timely service delivery of requests and query responses
• Identify and implement process improvement opportunities to enhance operational efficiency and client satisfaction; contribute to projects and initiatives of the team and the wider business, as necessary

Strategic Planning

• Cultivates business relationships, partnerships and alliances internally and externally
• Proactively manages the Client Service schedule
• Ensures clients receive timely fit for purpose and proactive information as applicable
• Demonstrates proactive issue management and a client centric approach to issue management & resolution
• Supports the team’s efforts in achieving business and team goals
• Develops an in-depth understanding of customer's organization structure, challenges, product/service offerings and industry
• Builds and maintains a thorough technical knowledge of products to meet customer needs and develops an understanding of market segments as well as market data trends

Business Performance

• Applies appropriate level of commercial rigor, diligence and process discipline to all responsibilities to support the efficient and seamless delivery of services

Policy and Process Management

• Builds relationships with key individuals within the team, department and organization
• Work closely with relevant stakeholders to develop appropriate frameworks to support the efficient and seamless delivery of IFM services

Your Background and Experience

• 8 years’ experience within financial services/ asset management, with experience in Investor Relations or Client Service
• Direct experience in a client-facing role is a plus
• Proven ability to champion the criticality of quality client outcomes to important internal stakeholders
• Ability to develop strong working relationships with both internal and external stakeholder
• Proven Project Management discipline highly advantageous
• Knowledge and experience related to Private Markets
• Bachelor’s degree
• Tertiary qualifications in law, economics, finance or related field, commerce
• Strong knowledge of systems/databases containing institutional or investment data
• Experience with pension funds or institutional investors and client servicing
• Knowledge of institutional investor needs
• Business acumen, financial metrics and key performance drivers
• Ability to successfully communicate (written and verbal) technical financial and investment related content
• Strong Financial knowledge
• In depth knowledge of Salesforce
• Understanding of current global regulatory environment and requirements
• Strong working knowledge of MS suite including excel, PowerPoint, Outlook, and Power BI
• Service-minded and hard-working with a can-do attitude
• Able to juggle multiple, competing priorities
• Ambitious, assertive, helpful, motivated and entrepreneurial, with a desire to succeed
• Team player who can work alongside the Global Client Solutions team to manage relationships, while managing other internal stakeholder relationships

The anticipated base salary range for this position is listed below. Exact compensation amount may vary and will be determined by several components including but not limited to the individual’s experience, skills and qualifications. Total compensation for this role includes eligibility for a discretionary performance-based bonus.

$175,000 - $190,000

IFM also offers robust benefits offerings which include but is not limited to Comprehensive Medical, Dental and Vision plans (significant employer subsidy), 401(k) program with company match; Flexible Savings Accounts (FSA), Life Insurance, Long-Term Disability (LTD) and Short-Term Disability (STD) Insurance; Employee Assistance Program (EAP), Commuter Benefits and Headspace subscription.

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 Careers@ifminvestors.com