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 career growth 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

Robust 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 (Port Phillip City)
🏢 Australian Homeowners Fund
📍 Port Phillip City