At a Glance
- Tasks: Support investment operations and client administration while gaining hands-on experience.
- Company: Boutique multi-family office located in the heart of Sydney.
- Benefits: Full training, exposure to investment management, and a collaborative team environment.
- Other info: Work in a dynamic CBD office with a focus on AI tools and technology.
- Why this job: Kickstart your career in investment management with real-world experience and growth opportunities.
- Qualifications: Interest in markets, eagerness to learn, and a degree in finance or related field.
The predicted salary is between 67500 - 82500 $ per year.
We are a boutique multi-family office based at Aurora Place in the heart of Sydney. We manage the wealth of a select group of wholesale clients and families, investing across listed and private markets. We're a small, experienced firm, and you'll work directly with the investment team.
About the role
This is a hands-on role for someone who wants to build a career in investment management. You'll help keep the business running smoothly and accurately, and in return you'll get genuine exposure to how investment decisions are made, how portfolios are run and how client relationships are built. Full training will be provided.
Key responsibilities
- Client administration and onboarding, including account openings and maintaining client records
- Investment operations and trade support on the Netwealth platform
- Administration of private investments, including capital calls and distributions
- Preparing client reports, meeting packs and correspondence
- Compliance record keeping
About you
- 1 to 3 years' experience in a related role is desirable, but what matters most is attitude.
- Has a genuine interest in markets and investing
- Is eager to learn and happy to roll up their sleeves
- Takes pride in getting the details right
- Communicates clearly and professionally
- Is organised and reliable
- Is comfortable using AI tools (such as ChatGPT, Claude or Copilot). You don't need to be an expert, but you should be curious and confident with technology
- Has, or is working towards, a degree in finance, commerce, economics or a related field
- Real exposure to investment management, private markets and family office work from day one
- A firm that actively uses AI in its day-to-day work, with the chance to help shape how we use it
- A CBD office in a small, collaborative team
Investment Support Associate in Sydney employer: Skyone Capital
As a boutique multi-family office located in the vibrant heart of Sydney, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to thrive. With a focus on professional growth, you'll receive comprehensive training and hands-on experience in investment management, allowing you to build meaningful relationships with clients while contributing to impactful investment decisions. Join us for a rewarding career where your contributions are valued and innovation is encouraged, all within a dynamic CBD environment.
