Investor Relations Associate Lead

3 weeks ago


Melbourne, Victoria, Australia Profusion Full time

We are seeking a highly skilled and experienced Senior Investor Relations Associate to join our team at Profusion in Australia.

In this key nationally focused role, you will work closely with a high-performing funds management sales team to achieve their sales and activity targets.

Your responsibilities will include proactive sales and client relationship management within private wealth networks, as well as Investor Relations, DDQ's, etc.

Key Responsibilities:

  • Supporting business development team including appointment setting and post-meeting fulfilment of materials/information
  • Assisting with pitch materials: Preparation of presentation materials and competitor analysis to assist the sales process
  • RFP/DDQ's: Project management of the process for Institutional and Private Wealth channels
  • Database management: Assist sales team with client database management, identify prospects, track contact and sales progress
  • Sales reporting: Assist with production of sales reporting as requested by management
  • Investor Relations: Assist with investor queries and escalate to sales team as appropriate
  • Business Development: Identifying sales opportunities for the team as and when they arise
  • Marketing: Work with the Marketing team on key sales campaigns and follow-up activity including retention activity

Requirements:

  • Prior Investor Relations experience dealing with Financial Advisers or Institutional clients
  • A solid grounding in Funds Management
  • Undergraduate Degree
  • Excellent verbal/written communication skills
  • Client-focused experience in financial services
  • Ability to build strong lasting relationships
  • Strong organisational skills and proactive team member

The estimated salary range for this role is AU$80,000 - AU$110,000 per annum, depending on experience.



  • Melbourne, Victoria, Australia NAB Full time

    Role Overview: As a Senior Associate Lead at NAB, you will play a key role in supporting the Corporate Health team in NSW. This position involves providing credit analysis, deal execution, and portfolio risk management functions to drive superior client outcomes.">About the Role:Manage workflow and prioritize activities to meet customer expectations and...


  • Melbourne, Victoria, Australia Profusion Full time

    This is an exciting opportunity to join Profusion as a Senior Investor Relations Associate in Australia.As a key nationally focused role, you will work closely with a high-performing funds management sales team to achieve their sales and activity targets.You will be responsible for proactive sales and client relationship management within private wealth...


  • Melbourne, Victoria, Australia Profusion Full time

    We are looking for a talented and experienced Senior Investor Relations Associate to join our team at Profusion in Australia.In this role, you will be responsible for supporting the business development team, including appointment setting and post-meeting fulfilment of materials/information.You will also assist with pitch materials, preparation of...


  • Melbourne, Victoria, Australia NAB Full time

    Job DescriptionThis is a fantastic opportunity to join NAB as an Associate Director, Investment Specialists and Investment Insights, leading the development of market & investment insights for wholesale investors.ResponsibilitiesYou will be responsible for:Sourcing, collating & distilling content, along with meaningful insights and trade ideas, tailored for...


  • Melbourne, Victoria, Australia NAB Full time

    Job SummaryA highly sought-after opportunity has arisen at NAB for a seasoned professional to lead the development of market & investment insights for wholesale investors. As an Associate Director, Investment Specialists and Investment Insights, you will drive growth and innovation in a fast-paced environment.Salary PackageThe successful candidate can expect...


  • Melbourne, Victoria, Australia NAB Full time

    Job OverviewThis is a senior leadership role with one of Australia's leading financial institutions, NAB. As an Associate Director, Investment Specialists and Investment Insights, you will be part of a high-energy team driving growth and innovation.About the Role$160,000 - $200,000 per annumYou will leverage NAB's extensive research and partners to source...

  • Product Lead

    3 weeks ago


    Melbourne, Victoria, Australia Crypto Full time

    About Us:Crypto is a leading provider of financial services and solutions. Our mission is to provide innovative and secure products to meet the needs of institutional investors.Job Description:We are seeking an experienced Product Lead to join our team in developing and maintaining software applications for the Institutional Exchange. The ideal candidate...


  • Melbourne, Victoria, Australia National Heavy Vehicle Regulator Full time

    We are seeking an experienced legal practitioner to join our team as a Principal Legal Officer at the National Heavy Vehicle Regulator.This is a challenging opportunity for a skilled lawyer who is passionate about industrial relations and employment law. As a key member of our team, you will provide strategic advice on workplace law matters and lead complex...


  • Melbourne, Victoria, Australia Allens Full time

    About the JobWe are seeking an Associate/Senior Associate to join our Employment & Compliance team at Allens. The successful candidate will have a strong background in employment law, with expertise in areas such as workplace relations, employment contracts, and dispute resolution.Key ResponsibilitiesProvide expert advice to clients on employment law...


  • Melbourne, Victoria, Australia Court Services Victoria Full time

    Job Title: Technology Operations AssociateSalary: AU$95,000 - AU$115,000 per annum.Court Services Victoria is seeking a highly skilled Technology Operations Associate to join our team. As a Technical Support Analyst, you will be responsible for providing expert technical support to users, including judiciary, in the setup of mobile, telephony, desktop...


  • Melbourne, Victoria, Australia Airwallex Full time

    About AirwallexAirwallex is the only unified payments and financial platform for global businesses, offering a fully integrated solution to manage everything from business accounts, payments, spend management, and treasury to embedded finance at a global scale.Founded in Melbourne, we have a team of over 1,500 innovative people in tech located across more...


  • Melbourne, Victoria, Australia FrankieOne Full time

    We are seeking an exceptional Compliance and Commercial Law Expert to join our team at Frankie One. Based in Melbourne, this role will involve leading a variety of legal matters associated with executing the company strategy both in Australia and abroad.Key Responsibilities:Drafting, reviewing, and negotiating commercial agreements, including contracts and...


  • Melbourne, Victoria, Australia Vanguard Australia Full time

    Job Description:Vanguard Australia is a leading investment management company, serving over 50 million investors worldwide.We are committed to supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.Main Responsibilities:Conduct strategic analyses of market issues, clients, and competitors...


  • Melbourne, Victoria, Australia Beca Full time

    Australian Corporate Communications LeadThis is a critical opportunity to shape and execute a communication strategy both internally and externally for one of the leading companies in Australia.We are seeking a seasoned Communications professional with proven experience in a corporate communications leadership role, preferably in the engineering or...


  • Melbourne, Victoria, Australia HESTA Super Fund Full time

    About the OpportunityThis senior leadership position offers a unique chance to drive impactful media relations and advocacy for a leading Australian organization.As Senior Manager - Media Relations, you will lead our media relations team, shaping national conversations and driving positive change on critical issues like climate change, gender equality, and...


  • Melbourne, Victoria, Australia Blinq Full time

    The estimated salary for this role is $100,000 - $140,000 per annum.About the RoleWe're seeking a creative and versatile individual to join our team as a Growth Marketing Associate. In this role, you'll support a wide range of marketing activities, including content creation, graphic design, social media management, campaign execution, analytics, and...


  • Melbourne, Victoria, Australia Transurban Full time

    About the RoleWe are seeking a highly skilled Financial Data Insights Lead to support Transurban's Finance, Investor and Corporate Services team. This role is crucial for supporting business decision-making and improving analysis and reporting capabilities across the organisation.Key ResponsibilitiesPlay a key role in leading the data analytic function for...


  • Melbourne, Victoria, Australia State Of Victoria Full time

    About the Victorian GovernmentThe State of Victoria is committed to providing economic, financial and resource management advice to help deliver its policies. Our department strives for excellence in financial and economic management to improve the lives of all Victorians.We are looking for a highly skilled Executive Director Public Sector IR to join our...


  • Melbourne, Victoria, Australia Casa Recruitment Full time

    Job OverviewCasa Recruitment is seeking a seasoned General Manager to oversee the daily operations of a high-rise student accommodation building in Melbourne's central business district.About the RoleThis is an exciting opportunity for an experienced property manager or hospitality professional to join our team and lead a talented team of staff, including a...

  • Senior Associate

    4 days ago


    Melbourne, Victoria, Australia Allens Full time

    About the RoleThis is an exciting opportunity to join Allens as a Senior Associate in our Employment Law team. As a key member of our team, you will provide expert advice to clients on employment law matters, manage and develop a team of lawyers, and contribute to the growth and development of our practice.ResponsibilitiesProvide expert advice to clients on...