Investment Operations Coordinator

6 days ago

Sydney, New South Wales, Australia beBeeOperational Full time $90,000 - $120,000
Investor Relations Operations Specialist

As an Investor Relations Operations Specialist, you will play a vital role in delivering high-quality investor servicing and operational support. You will be responsible for maintaining accurate investor records, coordinating onboarding and compliance processes, and assisting with the preparation of investor communications and reporting.

Key Responsibilities:
  • Prepare and distribute onboarding and offboarding packs to ensure documentation is complete and accurate.
  • Update investor details across registry systems, CRM, and internal spreadsheets.
  • Prepare draft registry instructions for review before submission to external providers.
  • Assist in collating responses to investor due diligence requests by coordinating with internal subject matter experts.
  • Distribute standard investor communications and maintain accurate contact lists.
Information & Data Management:
  • Maintain accurate and up-to-date investor records across all systems.
  • Upload, tag, and organise documents in the virtual data room, ensuring correct access rights are applied.
  • Support reconciliation activities, including registry vs. finance data checks and distribution records.
Governance & Compliance:
  • Collate and escalate investor KYC/AML documents to relevant authorities.
  • Assist in preparing materials for GS007 and internal audit reviews.
  • Follow standard operating procedures and escalate issues when identified.
Process & Continuous Improvement:
  • Develop and maintain process notes, checklists, and standard operating procedures.
  • Provide feedback on gaps or inefficiencies to support process improvement initiatives.
Team Support & Coordination:
  • Support the preparation and coordination of investor reporting cycles and meetings.
  • Log incoming investor queries in the CRM system, escalating to senior team members as needed.
  • Liaise with Finance, Legal, Compliance, and other teams to ensure accurate and aligned information.
Requirements:

To succeed in this role, you will have demonstrated experience in funds administration, custody, registry, or a graduate background in audit or administration services. Proficiency in Microsoft Excel, strong data entry and document management skills, and attention to detail are essential.

Additionally, you should be highly organised, with a process-driven mindset and the ability to follow compliance frameworks and standard operating procedures.

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