Investor Relations Associate

About Us

Vantage Asset Management is an Australian boutique private equity manager with a global base of wholesale investors, including family offices, charitable foundations, high-net-worth individuals and small institutions.  

Vantage has experienced significant growth in recent years and continues to exceed investor expectations and deliver strong, top-quartile investment returns across its private equity strategies and fund strengthening its reputation within the alternative investment funds industry.   

The Role

As an Investor Relations Associate, you'll work closely with our Investor Relations Manager to support investors throughout the life of their investment.

Your day-to-day will include managing and tracking investor and adviser queries, liaising with our registry to ensure communications are accurate and timely, maintaining account records and assisting with the preparation of fund information packs.  

There's also a creative side to the role. You'll work with the capital raising and investment team to prepare and coordinate marketing materials, newsletters and investor communications.  

This is a great opportunity for someone who is organised, proactive and keen to grow their skills and knowledge in investor relations and private equity.  

Key Responsibilities

Investor Relations

• Support new investor onboarding and application processing.
• Respond to investor, adviser and platform queries in a professional and timely manner.
• Maintain accurate investor records (HubSpot CRM and capital raising processes).
• Coordinate investor reporting, including quarterly and annual statements.
• Liaise with our registry provider (Automic) for investor maintenance and fund operations.
• Coordinate distribution payments, capital calls and other investor notices.
• Prepare fund information packs for prospective investors.

Compliance

• Ensure AFSL/ASIC requirements (AML/KYC, FATCA/CRS, and wholesale) obligations are met from onboarding through to redemption.
• Keep clear and accurate records of register listing movements.
• Assist with compliance and regulatory reporting, including distribution, tax and annual value statements.
• Ensure strong adherence to company policies on the management of investor data.

Marketing & Communications

• Assist with preparing newsletters, quarterly reports and LinkedIn posts using branded templates.
• Coordinate website updates (monthly performance data, quarterly reports, newsletters).
• Work with the sales and investment team to develop engaging marketing initiatives.

Administration

• Provide day-to-day support to the Investor Relations Manager.
• Help streamline and automate processes to continually improve the investor experience.
• Ad hoc support for investor events

About You

We're looking for someone who is organised, detail-oriented and enjoys building trusted relationships.  

To succeed in this role, you'll bring:  

• A client-focused mindset, with the ability to resolve queries confidently and professionally.
• Strong organisational skills and a proactive, solutions-driven approach.
• A collaborative attitude, with the ability to work independently when needed.
• Excellent written and verbal communication skills.
• Meticulous attention to detail, ensuring accuracy in all aspects of investor relations and compliance.

Qualifications & Experience

• Degree in Commerce, Business, Finance, Communications or related field.
• 2–3 years' experience in financial services.
• Experience with institutional or wholesale/HNW clients is highly regarded.
• Familiarity with CRM systems (HubSpot) and registry providers is an advantage.

Why Join Us?

• Gain a deep understanding of private equity and investment marketing as part of our firm. Work alongside a close-knit, high-performing team that values integrity, accountability and innovation.
• You'll have the opportunity to invest in Vantage funds, and benefit from company-funded learning and development to support your personal and professional growth. We also offer paid study leave for courses and degrees relevant to your role.
• Enjoy quarterly team events and a paid annual volunteer day, reflecting our commitment to a positive and engaging workplace culture.

Please note:

Applicants must have full working rights in Australia (citizenship or permanent residency). All applications will be treated confidentially and used for recruitment purposes only. Due to the volume of applications, only shortlisted candidates will be contacted.