Investor Relationship Manager

4 hours ago

Sydney, New South Wales, Australia beBeeOperational Full time $90,000 - $110,000
Investor Relations Specialist

This position combines investor communication, fund management, and analytical support. The successful candidate will work directly with investors, advisers, and platforms while also assisting with reporting, reconciliations, compliance obligations, and process improvements.


The Role

We are seeking an experienced Investor Relations Specialist to join our team. As a key member of the team, you will be responsible for delivering accurate reporting, high-quality investor servicing, and efficient operational processes.


Key Responsibilities
  • Act as a key contact for investors, managing onboarding, queries, and lifecycle communications
  • 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 AFSL/ASIC requirements (RG 234, DDO/TMD, AML/KYC, FATCA/CRS)
  • Maintain CRM and operations systems, contributing to automation and process efficiency

About You
  • 2–4 years' experience in investor relations, fund operations, or financial services
  • Strong analytical, reporting, and communication skills with high attention to detail
  • Knowledge of AFSL/ASIC obligations and investment operations
  • Proficiency with Excel, CRM systems, and fund administration platforms

What's on Offer
  • Supportive senior management
  • A broad role across investor relations, operations, and compliance
  • Career growth within a rapidly expanding investment platform
  • Competitive remuneration package

The ideal candidate will have excellent analytical and communication skills, with a strong understanding of AFSL/ASIC obligations and investment operations.

We offer a supportive senior management team, a broad role across investor relations, operations, and compliance, career growth within a rapidly expanding investment platform, and a competitive remuneration package.

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