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    Associate Director - Melbourne, Australia - Kaizen Recruitment

    Kaizen Recruitment
    Kaizen Recruitment Melbourne, Australia

    1 week ago

    Default job background
    Full time
    Description
    About the Company
    Our client is a boutique, management-owned real estate and private credit investment firm headquartered in Melbourne CBD.

    With a focus on equity and debt investments across Australia, the organisation offers a unique opportunity for seasoned sales professionals to thrive in an entrepreneurial environment while expanding networks and expertise.

    As an Associate Director of Distributions, your role involves:
    Overseeing investor relations and fundraising for real estate structured credit.
    Ensuring top-notch engagement with HNW and UHNW investors and stakeholders while providing timely feedback.

    Key ResponsibilitiesLead investor relations and sales engagement across Australian family offices, independent advisors, accountants, and high and ultra-high net worth investors.

    Implement sales & marketing strategy to drive investment opportunities.
    Contribution to the design of new investment opportunities, providing valuable feedback.
    Preparation of investment memorandums, fund documentation, and investor presentations.
    Manage the CRM (Salesforce).Facilitate application and loan executions, including KYC and AML checks, e DMs, and data room management.
    Ensure compliance with AFSL requirements.
    Technical Skills & Qualifications

    Tertiary education in finance, economics, accounting, law, or related fields (Postgraduate qualifications highly advantageous); Ability to bring developed network of HNW and UHNW investor relationships.

    8+ years of industry experience, with at least 5 years in distribution & capital raising or similar roles at medium to large-scale firms; Previous exposure to real assets, particularly real estate private debt, highly regarded; Experience in deal-by-deal campaigns and fundraising;.

    Proficiency in Microsoft Excel, Word, and Power Point; Familiarity with Salesforce or other similar CRM tools; Ability to work autonomously and collaboratively with the team; AND Self-driven and motivated to attain company targets aligned with divisional objectives.

    If you are interested in learning more about this position, please contact Simon Gvalda on Brittney Ong on Kaizen Recruitment or apply via the attached link.

    #SCR-simon-gvalda Reference number: Profession:

    Funds Management Company:
    Kaizen Recruitment Date posted: 26th Mar, 2024#J-18808-Ljbffr
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