Investor Relations Associate

2 days ago

Sydney, New South Wales, Australia beBeeInnovative Full time $90,000 - $120,000

Investor Relations Associate

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We are seeking a highly skilled Investor Relations Associate to join our team in Sydney. The successful candidate will be responsible for delivering accurate reporting, high-quality investor servicing, and efficient operational processes, supporting the firm’s ongoing growth.

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The role combines investor communication, fund administration, and analytical support. You will work directly with investors, advisers, and platforms while also assisting with reporting, reconciliations, compliance obligations, and process improvements.

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Main Responsibilities:

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  • 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">
  • Maintain dashboards on AUM/FUM, fund flows, and performance metrics">
  • Ensure compliance with regulatory requirements">
  • Maintain CRM and operations systems, contributing to automation and process efficiency">
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Requirements:

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You will need 2-4 years of experience in investor relations, fund operations, or financial services. Strong analytical, reporting, and communication skills are essential, along with knowledge of regulatory obligations and investment operations.

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What We Offer:

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A supportive senior management team, a broad role across investor relations, operations, and compliance, and career growth within a rapidly expanding investment platform.

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