Reporting to the Manager - Funds Management, this role supports the management of AltX's property debt funds and individual investments.
It is responsible for investor onboarding and KYC/AML, responding to investor queries, monitoring and reviewing deals across their lifecycle, reviewing investor-facing documentation and reporting, and analysing fund and investment data.
The role brings together, validates and interprets information from across these activities to support informed decisions and reliable investor reporting.
The position works closely with teams across the business to ensure investors receive accurate, timely and clearly presented information.Key ActivitiesYou will be responsible for:Assisting in managing numerous types of property debt funds and individual investments for investorsAssisting with fund reporting for internal and external stakeholders, including reviewing fund and individual investor reports for accuracy and completeness, consolidating information from relevant sources and investigating discrepancies with the responsible teamsAnalysing financial information and investment data, and interpreting results to support fund management decisions, including identifying trends, exceptions and information gaps and presenting findings to the Manager - Funds ManagementReviewing and publishing investment memorandums for investors, ensuring accuracy, consistency and timely releaseLiaising with teams across the business to verify deal information, loan terms and supporting documentation,



clarify information requirements and resolve inconsistencies before information is used in reports or investor communicationsMonitoring and reviewing deals across their lifecycle, from investor offer and settlement through to extension and repaymentReviewing deal trackers and investment records to ensure key dates, maturities and deal status are accurate and current, applying consistent recording practices so information can be readily retrieved, checked and used across the investment lifecycleReviewing investor notifications for loan extensions, repayments and other deal eventsManaging investor onboarding, from application review through to approvalCompleting KYC/AML checks, including identity verification, entity structures, beneficial ownership and PEP/sanctions screening, in line with internal policies and AML/CTF obligationsEscalating complex or higher-risk onboarding files to Compliance where requiredEnsuring investor records and KYC documentation are complete and audit-readyResponding to investor queries on onboarding, investments and deal eventsIdentifying and implementing process improvements across onboarding, deal monitoring, fund and investor reporting, and investor communications, including recommending improvements to information collection,



validation and reporting practices and documenting agreed proceduresSkills and experiences you'll bring to the team:Tertiary qualifications in finance, commerce, economics or another quantitative fieldAround 3-5 years' experience in financial services, ideally within funds management, private credit, fund operations, fund research or analyticsUnderstanding of investor onboarding and KYC/AML processes, including individual, company and trust structuresDemonstrated experience reviewing fund reports, investor-facing documents or communicationsStrong quantitative and analytical skills, including data validation and data visualisation (e.g. Power BI, Tableau), with a positive understanding of accounting concepts and the ability to consolidate information from multiple sources, investigate inconsistencies and translate findings into clear, practical recommendationsFinancial modelling and forecasting capabilityAbility to understand and solve complex problems independentlyStrong written communication skills, with the ability to present deal information clearly and accuratelyExcellent attention to detail and a strong control mindsetStrong organisation and time management skills, with the ability to manage multiple deals and deadlines concurrentlyConfident liaising with internal stakeholders and investorsExposure to real estate lending or property debt investments highly advantageousAdvanced proficiency in Microsoft Office, particularly ExcelWe value all applicants and will contact those candidates suitable for shortlisting.
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📌 Analyst, Investment Operations (Sydney)
🏢 Altx Ventures Management Services
📍 Sydney