Investment Portfolio Manager

1 week 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 growth in their investment portfolio. As a key member of the team, you will be responsible for identifying strategic business opportunities, managing investor relationships, and maintaining the investment portfolio.

Key Responsibilities:
  • Support the Managing Director in growing the investment portfolio, including identifying new business opportunities and relationships.
  • Manage the investor pipeline from origination to onboarding, ensuring regular updates to the executive team.
  • Maintain and improve the investment portfolio management, including data analysis and reporting.
  • Develop and maintain valuable relationships with investors, financial planners, and accountants.
  • Ensure all investments are properly documented and up-to-date.
Requirements:
  • Proven track record 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.
  • RG146 certification (desirable).
  • Demonstrated knowledge of investment management and private credit.

Our client offers a dynamic work environment, a competitive remuneration package, and opportunities for career growth. If you are a motivated and experienced Investment Manager looking for a new challenge, apply today for a confidential discussion.



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