AddressOur client, a rapidly growing, customer first fund manager, is looking for an experienced Distribution/Investment Manager to grow the Investment portfolio in the form of funds under management (FUM).
With a mixture of Capital Raising and investor relationship management, the ideal candidate will have a background within a similar field and ideally have relationships with Family Offices/Financial Planners/Accountants that they can lean on to grow the book of business.
Working with a highly experienced team of professionals in a warm and supportive work environment, you will be someone that genuinely cares about your clients and the financial health of Australians and Australian SME’s.
The role:
- Support Managing Director & Head of Investments in growing the FUM including identifying strategic business opportunities and new relationships
- Manage the investor pipeline from origination to onboarding including responsibility for maintaining the pipeline and presenting regular updates to the executive team
- Maintain and improve the investment portfolio management including data input, analysis and reporting
- End to End Relationship Management
- Ensure all investments are appropriately documented and in order
- Proven results in raising capital
- Demonstrated ability to manage the investment process from deal origination to documentation and onboarding
- Experience in investment relationship development
- Experience in private credit or similar (fixed income) including demonstrated ability to build and maintain valuable relationships in this sector
- Experience in the presentation of data analysis to management
- RG146 (Ideal but not necessary to apply)
- Demonstrated knowledge of private credit
- Demonstrated knowledge of investment management
APPLY TODAY for a confidential discussion.
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