30 Sep
|
Intuitive Recruitment Pty
|
Sydney
30 Sep
Intuitive Recruitment Pty
Sydney
Australian Global Asset / Fund Manager Direct CFO exposure Great growth opportunity Our client, a leading Australian property investment manager, is seeking an Investor Relations Associate to join their growing Sydney-based team. Working closely with senior leaders across Investor Relations, Funds Management, and Finance, this role will play a pivotal part in supporting institutional and wholesale investors throughout the investment lifecycle. This is an excellent opportunity for a client-focused investment professional looking to gain exposure to capital raising, investor servicing, fund reporting, and stakeholder management within a high-performing property funds platform.
Key Responsibilities
- Act as a key point of contact for existing and prospective investors, delivering a high level of service and responsiveness.
- Support investor onboarding processes, including AML/KYC requirements, subscription documentation, and due diligence requests.
- Coordinate the preparation and distribution of investor communications, including quarterly reports, fund updates, market commentary, and capital notices.
- Assist with fundraising and capital raising initiatives by preparing marketing materials, pitchbooks, investor presentations, and data room content.
- Maintain investor databases and CRM systems, ensuring investor records and contact information remain accurate and up to date.
- Respond to investor queries relating to fund performance, portfolio activity, distributions, and investment structures.
- Coordinate investor meetings, roadshows, site visits, and annual investor events.
- Assist in the production of board, investment committee, and investor reporting packs.
- Liaise with internal stakeholders across Funds Management, Finance, Asset Management, and Compliance to ensure timely and accurate investor communications.
- Support distribution and capital call processes, including investor correspondence and reporting.
- Monitor industry developments and competitor activity to support broader investor engagement initiatives.
- Contribute to ongoing improvements in investor reporting, communication frameworks, and client service processes.
About You
- 1-4 years' experience within Investor Relations, Funds Management, Property Funds, Wealth Management, Fund Administration, or Financial Services.
- Strong understanding of managed funds, unlisted property funds, or real assets investment structures.
- Excellent written communication and presentation skills, with the ability to prepare high-quality client-facing materials.
- Advanced attention to detail and strong project coordination skills.
- Proficiency in Microsoft Office, particularly PowerPoint and Excel; experience with CRM platforms is highly regarded.
- Strong stakeholder management skills and the ability to build relationships with investors and internal teams.
- Commercially minded, proactive, and passionate about delivering an exceptional investor experience.
This is a fantastic prospect to join a well-established property investment platform and gain broad exposure to investor relations, capital raising, and fund management within the Australian real assets sector.
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📌 Investor Relations Associate | Property Funds (Sydney)
🏢 Intuitive Recruitment Pty
📍 Sydney