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Investment Portfolio Manager

2 months ago

Sydney, New South Wales, Australia Uplift Recruitment Full time
Investment Manager Opportunity

Our client, a rapidly growing fund manager, is seeking an experienced Investment Manager to drive portfolio growth and expand their investment portfolio.

This is a unique opportunity to join a customer-first organization and contribute to the growth of their investment portfolio.

The ideal candidate will have a background in investment management, a strong network of relationships with Family Offices, Financial Planners, and Accountants, and a proven track record of raising capital and managing investment portfolios.

Key Responsibilities:
  • Support the Managing Director and Head of Investments in growing the investment portfolio, identifying strategic business opportunities, and developing new relationships.
  • Manage the investor pipeline from origination to onboarding, maintaining the pipeline, and presenting regular updates to the executive team.
  • Maintain and improve the investment portfolio management, including data input, analysis, and reporting.
  • End-to-end relationship management with investors, ensuring all investments are appropriately documented and in order.
Requirements:
  • Proven results in raising capital and managing investment portfolios.
  • Demonstrated ability to manage the investment process from deal origination to documentation and onboarding.
  • Experience in investment relationship development and private credit or similar.
  • RG146 (Ideal but not necessary to apply).
  • Demonstrated knowledge of private credit and investment management.

Our client offers a great remuneration package, flexible working arrangements, and opportunities for career growth and development in a supportive and collaborative work environment.