The Opportunity

Working as part of a collaborative Distribution team, you will play an important role in supporting existing investor relationships while contributing to new business and capital raising initiatives.Your responsibilities will include:

• Acting as a key point of contact for investors, family offices and referral partners, providing a high level of service and support.
• Supporting Relationship Managers with the management and growth of their investor portfolios.
• Responding to investor enquiries relating to unlisted property and real estate credit investments.
• Assisting investors with onboarding, applications, transactions and investment reporting.
• Supporting capital raising activities, investor events and broader distribution initiatives.
• Tracking investor interest, following up on opportunities and maintaining accurate CRM records.
• Preparing sales reports, investor insights and analytics to support the wider Distribution team.
• Working closely with internal investment, marketing and operations teams, as well as external registry providers.
• Identifying opportunities to improve processes and enhance the overall investor experience.

About You

We are looking for an energetic, personable and proactive individual who enjoys working with people and has a genuine interest in investment markets.

Ideally, you will bring:

• Approximately 2–4 years' experience within Funds Management, Investor Relations, Financial Services or a related client-facing environment.
• Strong relationship-building skills and confidence communicating with a broad range of investors and stakeholders.
• An understanding of managed funds, investment products or the broader financial services industry.
• A commercial mindset and an interest in developing a career within Relationship Management or Distribution.
• Excellent written and verbal communication skills, with strong attention to detail.
• Strong organisational skills and the ability to manage competing priorities.
• Proficiency in Microsoft Excel and CRM systems, with an interest in technology, AI and process improvement.

Exposure to unlisted property, private credit, investor registry operations or capital raising would be highly regarded but is not essential.

The Opportunity

Working as part of a collaborative Distribution team, you will play an important role in supporting existing investor relationships while contributing to new business and capital raising initiatives.Your responsibilities will include:

• Acting as a key point of contact for investors, family offices and referral partners, providing a high level of service and support.
• Supporting Relationship Managers with the management and growth of their investor portfolios.
• Responding to investor enquiries relating to unlisted property and real estate credit investments.
• Assisting investors with onboarding, applications, transactions and investment reporting.
• Supporting capital raising activities, investor events and broader distribution initiatives.
• Tracking investor interest, following up on opportunities and maintaining accurate CRM records.
• Preparing sales reports, investor insights and analytics to support the wider Distribution team.
• Working closely with internal investment, marketing and operations teams, as well as external registry providers.
• Identifying opportunities to improve processes and enhance the overall investor experience.

About You

We are looking for an energetic, personable and proactive individual who enjoys working with people and has a genuine interest in investment markets.

Ideally, you will bring:

• Approximately 2–4 years' experience within Funds Management, Investor Relations, Financial Services or a related client-facing environment.
• Strong relationship-building skills and confidence communicating with a broad range of investors and stakeholders.
• An understanding of managed funds, investment products or the broader financial services industry.
• A commercial mindset and an interest in developing a career within Relationship Management or Distribution.
• Excellent written and verbal communication skills, with strong attention to detail.
• Strong organisational skills and the ability to manage competing priorities.
• Proficiency in Microsoft Excel and CRM systems, with an interest in technology, AI and process improvement.

Exposure to unlisted property, private credit, investor registry operations or capital raising would be highly regarded but is not essential.