06 Aug
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City of Sydney
Build Australia's premier private capital investor network, enabling Sharewise Capital to execute a significantly larger volume of ECM and M&A; transactions through a deep, engaged and growing base of wholesale and sophisticated investors.
The successful candidate will own investor acquisition, investor relationships and capital distribution, becoming the face of the Sharewise Capital Network.
About Sharewise Capital
Sharewise Capital is a rapidly growing Australian corporate finance and M&A; advisory firm specialising in:
- Equity Capital Markets (ECM)
- IPOs
- Placements
- Mergers & Acquisitions
- Strategic Corporate Advisory
The firm has an established wealth management business and is now investing heavily in building an independent investor distribution platform capable of supporting a substantially larger transaction pipeline.
Key Responsibilities
Investor Acquisition
- Build a database of more than 1,000 recent wholesale and sophisticated investors.
- Develop relationships with family offices, business owners and HNW investors.
- Recruit investors through referrals, events and strategic partnerships.
Investor Relationships
- Become the trusted relationship manager for key investors.
- Understand each investor's preferred sectors, typical cheque size and investment objectives.
- Maintain regular communication through meetings, calls and exclusive events.
Investor Distribution
- Lead investor distribution across IPOs, placements and private capital raises.
- Work closely with the ECM team to maximise investor participation and book quality.
- Ensure investors receive timely, accurate and compliant communications.
- Develop and maintain a highly engaged investor community capable of supporting future transactions.
Sharewise Capital Network
- Build and grow the Sharewise Capital Network by hosting premium investor events.
- Managing CEO roadshows.
- Developing exclusive investor experiences.
- Creating Australia's leading independent investment community.
Strategic Partnerships
- Develop referral relationships with accounting firms.
- Private banks.
- Family office advisers.
- Industry associations.
Experience Required
Minimum 10–15 years' experience in one or more of:
- Equity Capital Markets
- Private Wealth
- Institutional Sales
- Capital Markets
- Family Office Advisory
- Investment Banking
- Stockbroking
Preferred backgrounds include:
- Bell Potter
- Shaw and Partners
- Morgans
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📌 Head of Investor Distribution (City of Sydney)
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📍 City of Sydney