Investor Relations Manager
Sydney | Full-time
A rapidly growing investment manager is seeking an Investor Relations Manager to join its Sydney office.
Reporting to the Head of Legal & Compliance, this role offers the opportunity to work across investor relations, fund operations, and compliance.
You will be instrumental in delivering accurate reporting, high-quality investor servicing, and efficient operational processes, supporting the firm’s ongoing growth.
The Role
This hands-on position combines investor communication, fund administration, and analytical support.
You will work directly with investors, advisers, and platforms while also assisting with reporting, reconciliations, compliance obligations, and process improvements.
Key Responsibilities
- Act as a key contact for investors, managing onboarding, queries, and lifecycle communications
- Prepare investor reports, fact sheets, presentations, and responses to DDQs/RFIs
- Support meetings, briefings, and roadshows with materials and data room coordination
- Process trades, applications, redemptions, distributions, and capital calls
- Perform daily reconciliations and support cash management and unit registry processes
- Maintain dashboards on AUM/FUM, fund flows, and performance metrics
- Ensure compliance with AFSL/ASIC requirements (RG 234, DDO/TMD, AML/KYC, FATCA/CRS)
- Maintain CRM and operations systems, contributing to automation and process efficiency
About You
- 2–4 years’ experience in investor relations, fund operations, or financial services
- Strong analytical, reporting, and communication skills with high attention to detail
- Knowledge of AFSL/ASIC obligations and investment operations
- Proficiency with Excel, CRM systems, and fund administration platforms
What’s on Offer
- Supportive senior management
- A broad role across investor relations, operations, and compliance
- Career growth within a rapidly expanding investment platform
- Competitive remuneration package
Consultant
Jack Brown
Director
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Reference number: 12382
Profession:Distribution
Company: Keegan Adams
Date posted: 2nd Sep, 2025
Required Skill Profession
Operations Specialties Managers