The Australian Homeowner Fund (AHF) is an independent Australian investment manager focused on the design and management of mandate-driven investment vehicles for wholesale and professional investors.
AHF operates within a structured governance framework, with a focus on clarity of mandate, disciplined capital allocation and transparent reporting to investors. The business works alongside experienced legal, audit, advisory and administration providers to keep every strategy operating to a well-defined standard.
About us
The Australian Homeowner Fund (AHF) is an independent Australian investment manager focused on the design and management of mandate-driven investment vehicles for wholesale and professional investors.
AHF operates within a structured governance framework, with a focus on clarity of mandate, disciplined capital allocation and transparent reporting to investors. The business works alongside experienced legal, audit, advisory and administration providers to keep every strategy operating to a well-defined standard.
About the role
The Investor Services Administrator supports AHF's investor relations and capital-raising activities, managing the administrative process from initial investor interest through to completed investment.
This role gives practical exposure to investor relations, capital raising, fund administration and financial services compliance. There is also room for growth opportunities into investor relationship management or fund operations and compliance.
Key responsibilities
Investor onboarding and administration
Manage the administrative process from investor enquiry through to completed investment
Prepare and issue application forms, investment documents and supporting materials
Ensure documentation is completed accurately and returned within required timeframes
Maintain clear records of each investor's onboarding status and outstanding requirements
KYC and AML/CTF




Request and follow up identification, entity, eligibility and source-of-funds documentation
Complete KYC and AML/CTF checks in line with internal procedures
Identify incomplete, inconsistent or potentially non-compliant documentation and elevate issues
Maintain accurate compliance records and investor files suitable for review or audit
Investor follow-up
Proactively contact investors regarding outstanding documents, signatures and funds
Keep investors informed of progress and respond promptly to onboarding enquiries
Refer investment, product or strategic questions to the Investor Relationship Manager
Investment processing and CRM
Coordinate completed applications with trustees, fund administrators and registrars
Confirm receipt and processing of investment funds, and record completed investments accurately
Maintain investor records and pipeline status in the CRM, and support management reporting
Team support
Provide day-to-day administrative support to the Investor Relationship Manager and capital-raising team
Prepare documentation ahead of investor meetings and track agreed next steps
Develop and maintain templates, checklists and onboarding procedures
About you
Experience in financial services, investment administration, wealth management, funds management (or similar)
Experience managing client onboarding and financial services documentation
An understanding of KYC and AML/CTF requirements
Strong attention to detail, with confident document-management skills
Highly organised, comfortable managing multiple applications and competing deadlines
Confident communicating with investors about outstanding information and documentation
Comfortable working with CRM and workflow-management systems
Able to work independently and take ownership of matters through to completion
Advantageous: experience with trustees, fund administrators, registrars or investment platforms
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📌 Investor Services Administrator (Melbourne)
🏢 Australian Homeowners Fund
📍 Melbourne