High Growth Investment Portfolio Manager

3 weeks ago


Sydney, New South Wales, Australia Uplift Recruitment Full time

Overview

We are a rapidly growing fund manager committed to delivering exceptional results for our clients. Our team is passionate about making a positive impact in the lives of Australians and Australian SMEs.

About the Role

We are seeking an experienced Distribution/Investment Manager to join our dynamic team. As a key member of our investment team, you will play a crucial role in growing our investment portfolio through capital raising and investor relationship management.

Your Key Responsibilities

  • Support the Managing Director & Head of Investments in identifying strategic business opportunities and building new relationships.
  • Manage the investor pipeline from origination to onboarding, maintaining a robust pipeline and presenting regular updates to the executive team.
  • Contribute to the improvement of our investment portfolio management, including data input, analysis, and reporting.
  • End-to-end relationship management with investors and stakeholders.
  • Ensure all investments are accurately documented and compliant.

Your Skills and Qualifications

  • Proven track record in raising capital and managing investments.
  • Demonstrated ability to manage the investment process from deal origination to documentation and onboarding.
  • Experience in investment relationship development and private credit or similar (fixed income).
  • RG146 certification is desirable but not essential.
  • Demonstrated knowledge of private credit and investment management.

What We Offer

A highly competitive salary of AU$120,000 - AU$180,000 per annum, plus a range of benefits that reflect our commitment to your growth and well-being. As a valued member of our team, you will have the opportunity to work with a dynamic and supportive team, enjoy flexible working arrangements, and access ongoing training and development opportunities.

About Us

We are a community-first focused recruitment agency dedicated to delivering exceptional outcomes for our clients and candidates. With a strong reputation for integrity, expertise, and personalized service, we pride ourselves on building long-term relationships that drive success.



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