Junior Investment Relations Analyst
Large, growing Australian Investment Management Co. Great innovative team culture. Strong experience in Funds management
- Australian Global Asset / Fund Manager
- Direct CFO exposure
- Mixed Assets/Property Infrastructure
The successful candidate will play a key role in delivering high-quality investor communications, supporting fundraising initiatives, and ensuring investors receive accurate, timely, and insightful reporting. This role is ideal for an analytically minded professional with strong communication skills and a keen interest in investment markets and client engagement.
Key Responsibilities
Investor Reporting & Communications
- Assist in the preparation and distribution of monthly, quarterly, and annual investor reporting packs
- Coordinate the production of investor presentations, factsheets, fund updates, and marketing materials
- Support the delivery of portfolio performance analysis and investment commentary for investors and prospective clients
- Prepare responses to investor queries, ensuring accurate and timely communication
- Maintain investor databases, CRM systems, and reporting records
- Build and maintain relationships with internal investment teams, finance, compliance, and external service providers
- Support investor meetings, roadshows, conferences, and due diligence processes
- Assist with coordinating fundraising and capital raising activities, including investor onboarding and documentation
- Prepare briefing materials and presentations for senior stakeholders and client meetings
- Analyse fund performance, market data, and investor trends to support strategic decision-making
- Assist in the preparation of board, management, and investor-facing reports
- Support competitor, market, and industry research initiatives
- Ensure investor materials and communications comply with regulatory and compliance requirements
- Contribute to process improvement initiatives across investor relations and client servicing functions
- 1-3 years' experience within investor relations, funds management, investment operations, capital markets, financial services, or a related field
- Strong understanding of investment products, funds management, and financial markets
- Excellent written and verbal communication skills, with the ability to translate complex investment concepts for external stakeholders
- Advanced Excel and PowerPoint skills, with strong attention to detail
- Experience preparing reports, presentations, and client-facing materials
- Highly organised with strong stakeholder management and relationship-building capabilities
Referral reward: $500
Accounting > Accounting