Our client is a leading Property Investment Manager seeking a recent graduate to join their Wholesale Investor Relations team.
This is an amazing junior opportunity for a recent graduate to join a leading ASX listed Property Investment Manager in Sydney. Our client loves to promote their staff internally and move them around teams to grow and build experience, so this is a great career starting opportunity in property investment management.
We are seeking recent graduates from 2023 / 2024 in Business, Commerce, Finance, Economics or a related degree with a maximum of 12 months of relevant ( ideally funds management) experience.
You will be responsible for:
- Lead initiatives to improve the overall investor experience, ensuring seamless processes and clear communication.
- Oversee and optimise the investor portal, enabling investors to easily access statements, reports, and updates.
- RFI and DDQ support, including automation of responses using AI
- Support the investor onboarding process, including compliance requirements (e.g., KYC/AML)
- Administer capital calls and distributions, ensuring timely and accurate communication with investors.
- Address and resolve wholesale investor queries, including technical questions about fund structures, tax, and performance.
- Drive improvements to the share registry function by implementing best practices and enhancing systems.
- Support the preparation of quarterly investor reports and other periodic updates.
- Assist other teams with adhoc tasks when needed, exposing you to areas such as Product, Sales, Marketing, Legal and Compliance.
Experience:
- Recent graduate (2023 / 2024) in Business, Commerce, Finance, Economics or related degree
- Strong MS office skills– Powerpoint and Excel especially
- Microsoft Dynamiocs 365 CRM ( ideal but not needed)
- Impeccable communication skills, both written and verbal
- Outgoing personality and ability to liaise with stakeholders across the business and externally with Investors.
- Tech savviness and ability to assist with process improvement and automation of tasks using AI
- Strong attention to detail and prioritisation skills;
- MUST BE Australian Citizen or PR.
This is a great career starting opportunity to join a leading Property Investment Management firm.