Strategic Fund Growth Specialist
21 hours ago
We are proud to partner with a rapidly growing, customer-first fund manager who is seeking an experienced Investment Manager to grow the Investment portfolio in the form of funds under management (FUM).
The ideal candidate will have a background within a similar field and ideally have relationships with Family Offices/Financial Planners/Accountants that they can leverage to grow the book of business.
This role offers a unique opportunity to work with a highly experienced team of professionals in a warm and supportive work environment where you will genuinely care about your clients and the financial health of Australians and Australian SME's.
Job SummaryYou will support the Managing Director & Head of Investments in growing the FUM by identifying strategic business opportunities and new relationships. This includes:
- Maintaining and improving the investment portfolio management including data input, analysis, and reporting
- End-to-End Relationship Management
- Ensuring all investments are appropriately documented and in order
Key responsibilities also include managing the investor pipeline from origination to onboarding and presenting regular updates to the executive team.
RequirementsTo be successful in this role, you will need to have:
- Proven results in raising capital
- Demonstrated ability to manage the investment process from deal origination to documentation and onboarding
- Experience in investment relationship development
- Experience in private credit or similar (fixed income) including demonstrated ability to build and maintain valuable relationships in this sector
- Experience in the presentation of data analysis to management
- RG146 (Ideal but not necessary to apply)
- Demonstrated knowledge of private credit
- Demonstrated knowledge of investment management
In addition to a competitive salary, we offer a great remuneration package and flexible working arrangements. You will also have the opportunity to develop your career further and learn from the best in the industry.
Please note that this is a confidential opportunity, and we invite interested candidates to apply today.
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