Investment Manager

About Wholesum

This is a rare opportunity to join Wholesum, a boutique and unique ethical, impact-driven and Islamic investment company committed to reshaping the future of finance for all.

Our young and ambitious company was founded in 2023, is backed by passionate, visionary angel investors and a suite of leading financial, philanthropic and investment partners. Having spent the past two years validating our financial and investment services, we're excited to introduce a critical role for the right candidate in our essential Investment team.

To learn more about Wholesum - check out our website:

About the Role

As a core member of the Investment team, the Investment Manager will lead due diligence and deal execution for Wholesum Responsible Fund's small and medium-sized enterprises (SME) private credit investments. The Wholesum Responsible Fund invests in global SMEs that contribute to innovation, reduce poverty and create dignified jobs. You'll also contribute to the development of new investment solutions as we grow our product offering across additional asset classes and customer segments (beyond wholesale only). You will eventually execute investment deals in those strategies.

This role is ideal for someone excited about using finance to deliver real-world impact, thrives in a fast-paced startup environment, and is ready to take full ownership of their work. At Wholesum, we are motivated to leave a legacy for a more sustainable and inclusive world for future generations.

More junior/senior experienced candidates
: We're interested in meeting candidates from mid-to-senior levels, so encourage candidates with less or more experience to reach out for a chat.

Important facts:

• Department: Investment
• Reporting line: To the CEO, with dotted line to the Investment Lead and collaborating with a part-time Investment Analyst.
• Location: Sydney-based, Australian permanent resident/citizen.
• Mode: Remote-first, with in-person collaboration working days in our Sydney office and other co-working locations.
• Salary: Up to a maximum $130,000 base (ex-Superannuation), depending on seniority and experience, with bonus and vesting equity incentives to round out the full package.

What You'll Do

• Lead the end-to-end deal process for SME private credit investments, including financial modelling, legal review, risk assessment, and IC presentation. This will be replicated for new investment solutions as we diversify asset classes.
• Participate in origination and early engagement with platforms and partners.
• Conduct comprehensive due diligence across financial, legal, commercial, ethical and ESG dimensions.
• Communicate and defend investment theses to internal and external stakeholders (e.g., investment committees, clients, and the general public)
• Monitor existing investments, support performance tracking and help manage relationships with investees and deal partners.
• Assist in the development of new ethical and Islamic finance offerings.
• Operate with agility and independence as part of a small, mission-driven team.

Our Finance and Operations Tools

• Xero: bookkeeping, reporting
• Slack: team comms
• Office 365: email and meetings, documentation
• Notion: activity tracking, project management, documentation, etc.

About You

• 3+ years of experience in investment banking, private credit, private equity, leveraged finance or management consulting.
• Strong academic background in Finance, Economics, Business, Engineering, or a related quantitative field.
• Excellent financial modelling and analytical skills with advanced competence in Excel.
• Passion for impact investing and ethical finance.
• Confident communicator with strong written and verbal presentation skills.
• Able to balance detail with a strategic view and operate in a lean team structure (meaning no task is too small or too big)
• A self-starter who thrives with autonomy, takes ownership, and embraces shifting priorities.
• Comfortable working in ambiguity and contributing across multiple functions to support the overall mission and company objectives.

What Success Looks Like:

• Deliver high-quality deals: Consistently lead investments from originations through to full due diligence and execution with strong risk-return-impact outcomes.
• Own outcomes: Take responsibility from origination to monitoring, ensuring investments perform, strategic projects land and relationships thrive.
• Build trust: Earn respect from founders, partners and internal stakeholders through integrity, clarity, empathetic communication and follow-through.

Why Join Wholesum

• Come join a mission-driven business that's making a difference to individuals and communities – help shape a growing portfolio of global investments with real-world impact
• Be a leader and own outcomes from Day 1 within an early-stage fintech start-up with big, global plans, and build something you and your community will be proud of for a lifetime
• Flexible work arrangements under a remote-first model
• 2 extra public holidays a year, taken anytime at your own choice – for religious holidays not recognised in Australia.

Our Values

At Wholesum, we're driven by the belief that finance should empower, not exploit. Our mission is grounded in a commitment to transparency, integrity, and responsibility – not only to our investors and partners, but to the communities we serve and the planet we share.

We don't just talk about values, we live them. Whether it's the way we structure our deals, support ethical SMEs, or engage with our investors, we aim to act with sincerity, humility, and long-term thinking. We seek team members who lead with purpose, operate with empathy, and strive to build something meaningful together.

Diversity and Inclusion

Wholesum is built on the understanding that diverse perspectives make better decisions and more resilient organisations. We are proud to be mission-led and globally minded. We welcome applicants from all backgrounds, faiths, identities, and life experiences to apply.

We actively work to foster an environment where everyone feels safe, supported, and able to thrive as their whole self.

Background Checks

As part of our process, we require all candidates to undertake references and background checks, which include a police check, anti-money laundering and bankruptcy checks.

Final Notes

If you meet most of the requirements, but not all, we encourage you to submit your application.

Applicants must have work authorisation in Australia and be resident in the Sydney metropolitan area.

No recruiting agencies please