Analyst, Investment Operations

AltX Financial Group; Sydney; Presencial; AUD 100.000 - 150.000; Jornada completa

Descripción de la vacante

AltX Financial Group in Sydney seeks a Funds Management Analyst to support property debt funds and individual investments. You will handle investor onboarding, KYC/AML checks, and respond to investor queries, while monitoring deals and preparing investor reports.

Responsibilities include reviewing deal documentation, validating data, and ensuring accuracy across lifecycle reporting. Strong analytical skills and experience with Power BI/Tableau are essential.

Formación

• Tertiary qualifications in finance or quantitative field.
• Around 3–5 years’ experience in financial services, funds management or analytics.
• Understanding of investor onboarding and KYC/AML processes.
• Experience reviewing fund reports or investor communications.
• Strong quantitative and analytical skills with data validation and visualization.
• Financial modelling and forecasting capability.
• Ability to solve complex problems independently.
• Strong written communication and attention to detail.
• Excellent time management and ability to manage multiple deals.
• Liaising with internal stakeholders and investors.

Responsabilidades

• Assist in managing property debt funds and investments for investors.
• Support fund reporting for internal and external stakeholders.
• Analyse financial information and present findings to the Manager – Funds Management.
• Review investment memorandums for accuracy and timeliness.
• Verify deal information and supporting documentation before reporting.
• Monitor deals through lifecycle from offer to repayment.
• Review and maintain investor trackers and records for accuracy.
• Respond to investor queries on onboarding, investments and deal events.
• Identify process improvements across onboarding and reporting.

Conocimientos

KYC/AML

Investor onboarding

Data analysis

Power BI

Tableau

Financial modelling

Excel

Communication

Educación

Finance degree

Herramientas

Power BI

Tableau

Excel

Descripción del empleo

Reporting to the Manager – Funds Management, this role supports the management of AltX’s property debt funds and individual investments. It is responsible for investor onboarding and KYC/AML, responding to investor queries, monitoring and reviewing deals across their lifecycle, reviewing investor-facing documentation and reporting, and analysing fund and investment data. The role brings together, validates and interprets information from across these activities to support informed decisions and reliable investor reporting. The position works closely with teams across the business to ensure investors receive accurate, timely and clearly presented information.

Key Activities

• Assisting in managing numerous types of property debt funds and individual investments for investors
• Assisting with fund reporting for internal and external stakeholders, including reviewing fund and individual investor reports for accuracy and completeness, consolidating information from relevant sources and investigating discrepancies with the responsible teams
• Analysing financial information and investment data, and interpreting results to support fund management decisions, including identifying trends, exceptions and information gaps and presenting findings to the Manager – Funds Management
• Reviewing and publishing investment memorandums for investors, ensuring accuracy, consistency and timely release
• Liaising with teams across the business to verify deal information, loan terms and supporting documentation, clarify information requirements and resolve inconsistencies before information is used in reports or investor communications
• Monitoring and reviewing deals across their lifecycle, from investor offer and settlement through to extension and repayment
• Reviewing deal trackers and investment records to ensure key dates, maturities and deal status are accurate and current, applying consistent recording practices so information can be readily retrieved, checked and used across the investment lifecycle
• Reviewing investor notifications for loan extensions, repayments and other deal events
• Managing investor onboarding, from application review through to approval
• Completing KYC/AML checks, including identity verification, entity structures, beneficial ownership and PEP/sanctions screening, in line with internal policies and AML/CTF obligations
• Escalating complex or higher-risk onboarding files to Compliance where required
• Ensuring investor records and KYC documentation are complete and audit-ready
• Responding to investor queries on onboarding, investments and deal events
• Identifying and implementing process improvements across onboarding, deal monitoring, fund and investor reporting, and investor communications, including recommending improvements to information collection, validation and reporting practices and documenting agreed procedures

Skills and experiences you’ll bring to the team:

• Tertiary qualifications in finance, commerce, economics or another quantitative field
• Around 3–5 years’ experience in financial services, ideally within funds management, private credit, fund operations, fund research or analytics
• Understanding of investor onboarding and KYC/AML processes, including individual, company and trust structures
• Demonstrated experience reviewing fund reports, investor-facing documents or communications
• Strong quantitative and analytical skills, including data validation and data visualisation (e.g. Power BI, Tableau), with a good understanding of accounting concepts and the ability to consolidate information from multiple sources, investigate inconsistencies and translate findings into clear, practical recommendations
• Financial modelling and forecasting capability
• Ability to understand and solve complex problems independently
• Strong written communication skills, with the ability to present deal information clearly and accurately
• Excellent attention to detail and a strong control mindset
• Strong organisation and time management skills, with the ability to manage multiple deals and deadlines concurrently
• Confident liaising with internal stakeholders and investors
• Exposure to real estate lending or property debt investments highly advantageous
• Advanced proficiency in Microsoft Office, particularly Excel

We value all applicants and will contact those candidates suitable for shortlisting.