At a Glance
- Tasks: Manage investor relationships and guide them through the investment process.
- Company: Join a boutique investment fund focused on innovative investment strategies.
- Benefits: Enjoy performance bonuses, direct exposure to funds management, and a supportive team.
- Other info: Rare full-time opportunity with excellent career growth potential.
- Why this job: Make a real impact in the investment world while building valuable relationships.
- Qualifications: Experience in investor relations or related fields, with strong communication skills.
The predicted salary is between 54000 - 66000 $ per year.
The Australian Homeowner Fund (AHF) is an independent Australian investment manager focused on the design and management of mandate-driven investment vehicles for wholesale and professional investors. AHF operates within a structured governance framework, with a focus on clarity of mandate, disciplined capital allocation and transparent reporting to investors. The business works alongside experienced legal, audit, advisory and administration providers to keep every strategy operating to a well-defined standard.
The role involves owning the investor journey from first enquiry through to a completed investment and ongoing support. You will present the fund’s strategy and structure to prospective investors, guide them and their advisers through application and onboarding, and keep your pipeline moving toward asset-raising targets.
Benefits:
- Healthy performance bonuses
- No cold business development - all prospective investors are qualified
- Direct exposure to funds management and a clear link between your work and the fund’s growth
- Close access to the Head of Funds and senior decision-makers
- Rare full-time role in a boutique investment fund
Responsibilities:
- Presenting the fund’s strategy, structure and eligibility requirements to prospective investors
- Managing each opportunity from enquiry through to completed investment
- Working with investors, accountants, trustees, administrators and other professional stakeholders
- Coordinating the registration and administration of shares or units with internal and external parties
- Keeping CRM records and deal-flow pipelines accurate and up to date
- Reporting to management on investor activity, pipeline progress, conversion rates and expected capital inflows
- Responding to enquiries from existing investors and their advisers
- Building trusted relationships that give investors confidence in the fund and encourage them to recommend it
Requirements:
- Ideally: exposure in investor relations, property, funds management, wealth management, financial advice or a similar investor-facing role
- A track record of converting enquiries into completed sales
- Confidence presenting investment strategy and structure to investors and professional advisers
- Experience working with accountants, trustees, administrators or advisers
- Strong written and verbal communication and the discipline to follow up and keep a pipeline current
- Proficiency with a CRM and comfort preparing pipeline and activity reports
- Genuine interest in building a career in funds management
Investor Relations Manager in Melbourne employer: Australian Homeowners Fund
The Australian Homeowner Fund (AHF) is an exceptional employer that prioritises a supportive work culture and offers significant opportunities for professional growth within the financial services sector. Located in Australia, AHF provides its employees with a structured governance framework, ensuring clarity and transparency in operations, while fostering an environment where team members can thrive and develop their skills in investor relations and fund administration. With a focus on disciplined capital allocation and compliance, AHF not only values its employees but also empowers them to contribute meaningfully to the investment landscape.
Contact Details:
Australian Homeowners Fund Recruitment Team
