Head of Investor Services - Sydney
3 days ago

Job summary
This is a pivotal senior leadership role offering the opportunity to shape investor experience platform strategy and operational excellence across multiple funds You will influence fund launch initiatives mentor a small team and directly impact client satisfaction and platform adoptionResponsibilities
- Own the end-to-end investor experience post-investment ensuring high-quality servicing accurate reporting and trusted relationships with clients advisers and platforms
- Support new fund launches and platform growth including model portfolios managed accounts and co-investment opportunities
- Manage deepen relationships with major investment platforms including onboarding product updates shelf maintenance due diligence and ongoing operational alignment
- Select implement govern CRM systems maintaining data integrity driving adoption building scalable IR workflows
- Overserve client onboarding reporting communications coordinate with fund operations compliance investment teams resolve operational issues smooth execution monitor improve servicestandards client satisfaction efficiency
Qualifications
- Bachelors degree higher in Finance Economics Accounting related field/li.li8+ years funds management investor relations ideally platform management/
- Proven CRM systems implementation governance/ Strong collaboration communication stakeholder management skills Experience business development exposure alternative investments plus /
You will hands-on proactive thriving positive collaborative high-growth family-office-style environment This role requires client-focused commercially aware professional embraces family-office culture demonstrates long-term growth mindset
Job description
Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.Get full accessAccess all high-level positions and get the job of your dreams.
Similar jobs
Investor Services Associate
1 month ago
Join a global alternative asset manager in Sydney as they expand their Private Wealth division. · ...
Investor Services Representative
1 month ago
We are seeking a casual Investor Services Representative to join our team in Sydney. · This role offers unique exposure to the corporate transaction (M&A) space within the APAC region. · It also provides flexible working hours, allowing you to schedule your workdays around other ...
+ Job summary: We are looking for a high calibre professional to join our team as Vice President Legal Counsel Investor Services Hybrid based in Sydney Australia. You will support the high growth Investor Services businesses providing advice legal support in custody fund administ ...
Citi is currently looking for a high calibre professional to join our team as · Vice President Legal Counsel Investor Services – Hybrid, · based in Sydney Australia. This is an integral role in the success of the Investor Services business. · ...
Senior Associate/Manager
1 month ago
This global fund manager has expanded their Asia-Pacific presence with a focus on Sydney. · Develop best-in-class investor services framework. · ...
Client Relationship Manager
3 weeks ago
The Client Relationship Manager will assist the Head of Investor Relations in maintaining and expanding investor relationships. The role involves day-to-day communication, follow-ups, and coordination with investors. · Fluent in both English and Mandarin (spoken and written) · St ...
Nuestro cliente busca un Asociado Relaciones con Inversores para unirse a su equipo y desempeñar un papel central en la gestión de relaciones con sus socios limitados e inversores potenciales. · Posee experiencia y habilidades relevantes como 2-5 años de experiencia en relaciones ...
Capital Raising Executive
5 days ago
The Capital Raising Executive is responsible for originating investors and leading Kingsmen's capital acquisition initiatives across its private credit platform.Kingsmen welcomes engagement with Capital Raising Executives across global markets, · with particular emphasis on indiv ...
Investor and Fund Operations Manager
1 month ago
This role offers the opportunity to be a key player in managing end-to-end investor relations, fund operations, and ensuring the seamless execution of the firm's investment strategy.If you are passionate about delivering operational excellence in a dynamic and fast-paced environm ...
Administrative Officer
3 weeks ago
We are seeking an experienced Client Services & Administration Superstar who will take full accountability for their role,own outcomes, and actively look for ways to drive continuous improvement and process optimisation. · Liaising directly with investors · & clients via phone ...
Private Credit Analyst/Graduate
1 week ago
This role offers broad exposure across treasury, fund operations, investor support, and portfolio reporting. · Work closely with senior team members. · Gain hands-on experience across the day-to-day operations of a private credit fund. · ...
Investor Relations Associate
1 month ago
Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2000 clients in more than 65 countries. The Firm advises a diverse and global client base including many of the worlds largest companies. · ...
Customer Success Manager, Fund Registry
1 month ago
We're seeking a Customer Success Manager to manage and grow a portfolio of fund registry clients by delivering expert operational and regulatory support. · ...
Investor Relations
3 weeks ago
We are seeking hard-working, highly functioning team members to help us build towards this goal. · ...
Senior Associate/Manager
1 month ago
This newly created role will see you lead and establish the Investor Services team. · Successful candidates will have:5+ years' experience in funds management. · Previous experience in investor services and/or fund onboarding. · ...
Business Development Associate
3 weeks ago
An established Australian funds-management business is looking to hire a Business Development Associate to support its distribution team across wholesale and professional investor channels. · ...
Head of Finance
5 days ago
About the firm manages concentrated high-quality equity portfolios across domestic and international markets delivering consistent value-added investment performance since inception.The culture is collaborative professional and focused on operational excellence providing an envir ...
Investor Relations Manager
5 days ago
We're building a world-class capital formation function and we need someone who gets excited about process optimisation, · AI-powered workflows, · and turning chaos into systems.This isn't a traditional investor relations role.We're looking for someone from a sales operations bac ...
JMM – Investor Relations ACCOUNT MANAGER
4 weeks ago
About the RoleAs an Account Manager with Jane Morgan Management (JMM), you will play a strategic role in overseeing, developing, · and executing sophisticated investor and media relations campaigns and deliverables, servicing a range of (primarily) ASX-listed clients · and across ...
Managing Editor, Firstlinks
1 month ago
We are committed to improving investor outcomes and provide insights to investors through our web properties. We believe that when the investor wins, we all win. · Responsible for ideating, sourcing, producing, and editing original stories for the weekly Firstlinks newsletter. · ...