Job Description
Fund Operations and Investor Services Officer
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Upto$120,000+Super|Initial6monthFTCwithaviewtoextend
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Industryleadersinproperty
relatedprojectsandinvestmentfunds
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Upto$120,000+Super|Initial6monthFTCwithaviewtoextend
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Industryleadersinproperty
relatedprojectsandinvestmentfunds
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NorwestBusinessParklocation
–easyaccesstoMetro
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Ourclientisafast
growingfinancialservicesbusinessspecialisingincapitalraisingandreal
estate development
investments,withareputationfordeliveringstrongreturnstoinvestors
through
atransparent,compliant,andvalue
-drivenapproach.
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WeareseekingadetailorientedandmotivatedFundOperations
&
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InvestorServicesOfficertojoinonaninitial6
-monthfixed-
termcontract,withpotentialforextension.
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ThisisagreatopportunityforsomeonewithstronganalyticalandExcelskills
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lookingtobuildortransitionintofundsmanagement.Whilstpriorfund
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experienceisanicetohavebutnotessential,transferableskillsandadesireto
learnare key.
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KeyResponsibilities
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Manageinvestoronboarding,includingapplicationprocessing,KYC/
AMLchecks,andrecordmaintenance
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Processtransactionssuchassubscriptions,distributions,and
redemptions
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Supportinvestorqueriesviaphoneandemailwithclear,skilled
communication
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Prepareinvestorreports,statements,andfunddocumentation
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Assistwithreconciliations,fundoperations,andreportingactivities
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Maintainaccuratedata,tracktasks,andsupportprocessimprovement
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About
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YouStrongExcelskills(PivotTables,lookups,dataanalysis)
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Highattentiontodetailandstrongnumericalability
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Clearandprofessionalcommunicationskills
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Well-
organisedwiththeabilitytomanagemultiplepriorities
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Experienceinaprocess
drivenenvironment(e.g.banking,accounting,superannuation,
propertyorlegaladmin)
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Abletolearnquicklyandworkindependently
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WhyApply?
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Entrypointintofundsmanagementwithfulltrainingprovided
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Broadexposuretofundoperations,investorservices,andreporting
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Collaborativeandgrowingbusinessofferingagreatteamculture
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Potentialforcontractextensionorpermanentopportunity
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Whatnext
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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 current opportunities appear

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📌 Fund Operations And Investor Services Officer New South Wales
🏢 Alexander Appointments
📍 New South Wales