About us
We are a boutique multi-family office based at Aurora Place in the heart of Sydney. We manage the wealth of a select group of wholesale clients and families, investing across listed and private markets. We're a small, experienced firm, and you'll work directly with the investment team.
About the role
This is a hands-on role for someone who wants to build a career in investment management. You'll help keep the business running smoothly and accurately, and in return you'll get genuine exposure to how investment decisions are made, how portfolios are run and how client relationships are built. Full training will be provided.
Key responsibilities
- Client administration and onboarding, including account openings and maintaining client records
- Investment operations and trade support on the Netwealth platform
- Administration of private investments, including capital calls and distributions
- Preparing client reports, meeting packs and correspondence
- Compliance record keeping
About you 1 to 3 years' experience in a related role is desirable, but what matters most is attitude.
We're looking for someone who:
- Has a genuine interest in markets and investing
- Is eager to learn and happy to roll up their sleeves
- Takes pride in getting the details right
- Communicates clearly and professionally
- Is organised and reliable
- Is comfortable using AI tools (such as ChatGPT, Claude or Copilot). You don't need to be an expert, but you should be curious and confident with technology
- Has, or is working towards, a degree in finance, commerce, economics or a related field
Perks
- Real exposure to investment management, private markets and family office work from day one
- A firm that actively uses AI in its day-to-day work, with the chance to help shape how we use it
- A CBD office in a small, collaborative team
To apply, please email your CV to
[email protected], together with a brief cover letter outlining your interest in investment management and any relevant experience.
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