Strategic Investor Relations Professional

9 hours ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000
Investor Relations Specialist

A rapidly expanding investment manager seeks a highly skilled Investor Relations Specialist to join its team in Sydney. This role offers the opportunity to work across investor relations, fund operations, and compliance.


The Role Overview

This hands-on position combines investor communication, fund administration, and analytical support. You will work directly with investors, advisers, and platforms while also assisting with reporting, reconciliations, compliance obligations, and process improvements.


Key Responsibilities:
  • Manage onboarding, queries, and lifecycle communications for investors
  • Prepare investor reports, fact sheets, presentations, and responses to DDQs/RFIs
  • Support meetings, briefings, and roadshows with materials and data room coordination
  • Process trades, applications, redemptions, distributions, and capital calls
  • Perform daily reconciliations and support cash management and unit registry processes
  • Maintain dashboards on AUM/FUM, fund flows, and performance metrics
  • Ensure compliance with regulatory requirements
  • Contribute to automation and process efficiency of CRM and operations systems

About You
  • Experience in investor relations, fund operations, or financial services
  • Strong analytical, reporting, and communication skills with high attention to detail
  • Knowledge of regulatory obligations and investment operations
  • Proficiency with Excel, CRM systems, and fund administration platforms

Career Advancement Opportunities
  • Supportive senior management
  • Broad role across investor relations, operations, and compliance
  • Career growth within a rapidly expanding investment platform

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