Senior Analyst, Institutional Client Services

The Place for Talent

About the opportunity

As an Institutional Client Services Analyst, you’ll sit at the centre of Charter Hall’s wholesale investor experience. Working within the Institutional Client Services (ICS) team, you’ll help ensure investors receive timely, high‑quality and trusted information across pooled funds and partnerships.

From supporting RFIs and due diligence to maintaining robust CRM data and preparing clear client communications and presentations, your work will directly strengthen investor confidence and support long‑term relationships.

How you’ll make an impact

• Shape a best‑in‑class investor experience. Play a pivotal role in delivering seamless onboarding, capital activity and ongoing engagement for institutional investors.
• Own the data that powers decisions. Ensure the accuracy and integrity of investor and fund data that underpins reporting, disclosures and leadership insights.
• Modernise and streamline investor responses. Improve and automate RFIs, DDQs and data‑room processes to lift speed, consistency and quality.
• Turn data into insight and influence. Strengthen Power BI dashboards and partner across Technology, Finance and Investment teams to improve systems and ways of working.

What you’ll bring to the team

• Future focused capabilities including self-awareness, resilience, agility and generosity.
• An ability to work in a fast-paced environment with strong time management skills, initiative and an ability to prioritise.
• A desire to learn business objectives and grow skills above and beyond the key responsibilities.
• Bachelor’s degree in commerce, Finance, Economics, or a related field.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Outlook, Word, Excel and PowerPoint.

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_hidden***) to help shape what’s next.