Fund Operations and Investor Services Officer
Up to $120,000 + Super | Initial 6 month FTC with a view to extend
Industry leaders in property-related projects and investment funds
Norwest Business Park location – easy access to Metro
Our client is a fast-growing financial services business specialising in capital raising and real estate development investments, with a reputation for delivering strong returns to investors through a transparent, compliant, and value-driven approach.
We are seeking a detail-oriented and motivated Fund Operations & Investor Services Officer to join on an initial 6-month fixed-term contract, with potential for extension.
This is a great opportunity for someone with strong analytical and Excel skills looking to build or transition into funds management. Whilst prior fund experience is a nice to have but not essential, transferable skills and a desire to learn are key.
Key Responsibilities
Manage investor onboarding, including application processing, KYC/AML checks, and record maintenance
Process transactions such as subscriptions, distributions, and redemptions
Support investor queries via phone and email with clear, professional communication




Prepare investor reports, statements, and fund documentation
Assist with reconciliations, fund operations, and reporting activities
Maintain accurate data, track tasks, and support process improvement
About
High attention to detail and strong numerical ability
Clear and professional communication skills
Well-organised with the ability to manage multiple priorities
Experience in a process-driven setting (e.g. banking, accounting, superannuation, property or legal admin)
Able to learn quickly and work independently
Why Apply?
Entry point into funds management with full training provided
Broad exposure to fund operations, investor services, and reporting
Collaborative and growing business offering a great team culture
Potential for contract extension or permanent opportunity
What next:
Applications will be reviewed for this role and only suitable applicants will be contacted. We also encourage you to visit our website and create a job alert that will immediately flag you when new opportunities appear job-alerts
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📌 Investment Operations Associate (Sydney)
🏢 Alexander Appointments
📍 Sydney