25 Sep
|
Intuitive Recruitment
|
New South Wales
25 Sep
Intuitive Recruitment
New South Wales
Our client, a leading top-tier Australian investment firm based in the CBD, is seeking an
Investor Relations Analyst
to join their growing team. This is an exciting prospect to work at the intersection of investments, corporate communications, and stakeholder management, supporting engagement with institutional and wholesale investors while gaining broad exposure to portfolio performance, fund reporting, and capital markets.
The successful candidate will play a key role in delivering high-quality investor communications, supporting fundraising initiatives, and ensuring investors receive accurate, timely, and insightful reporting. This role is ideal for an analytically minded professional with strong communication skills and a keen interest in investment markets and client engagement.
Key Responsibilities
Investor Reporting & Communications
Assist in the preparation and distribution of monthly, quarterly, and annual investor reporting packs
Coordinate the production of investor presentations, factsheets, fund updates, and marketing materials
Support the delivery of portfolio performance analysis and investment commentary for investors and prospective clients
Prepare responses to investor queries, ensuring accurate and timely communication
Maintain investor databases, CRM systems, and reporting records
Stakeholder Management
Build and maintain relationships with internal investment teams, finance, compliance, and external service providers
Support investor meetings, roadshows, conferences, and due diligence processes
Assist with coordinating fundraising and capital raising activities, including investor onboarding and documentation
Prepare briefing materials and presentations for senior stakeholders and client meetings
Analysis & Business Support
Analyse fund performance, market data, and investor trends to support strategic decision-making
Assist in the preparation of board, management, and investor-facing reports
Support competitor, market, and industry research initiatives
Ensure investor materials and communications comply with regulatory and compliance requirements
Contribute to process improvement initiatives across investor relations and client servicing functions
About You
1-3 years' experience within investor relations, funds management, investment operations, capital markets, financial services, or a related field
Strong understanding of investment products, funds management, and financial markets
Excellent written and verbal communication skills, with the ability to translate complex investment concepts for external stakeholders
Advanced Excel and PowerPoint skills, with strong attention to detail
Experience preparing reports, presentations, and client-facing materials
Highly organised with strong stakeholder management and relationship-building capabilities
#J-*****-Ljbffr
📌 Junior Investment Relations Analyst (New South Wales)
🏢 Intuitive Recruitment
📍 New South Wales