Associate Relationship Manager – Funds Management

Keegan Adams Recruitment; Sydney; On-site; AUD 85,000 - 120,000; Full time

Job summary

Keegan Adams Recruitment represents a leading Australian investment manager in Sydney seeking an Associate Relationship Manager. The role centers on servicing investors and supporting capital raising within a collaborative Distribution team.

You will manage investor relationships, assist with onboarding and reporting, and contribute to event-driven initiatives while developing your career in distribution and client relations.

Qualifications

• Energetic, personable and proactive with genuine interest in investment markets.
• Strong relationship-building skills and confidence communicating with a broad range of investors and stakeholders.
• Understanding of managed funds, investment products or the broader financial services industry.
• Commercial mindset with interest in career development within Relationship Management or Distribution.
• Excellent written and verbal communication skills with strong attention to detail.
• Strong organisational skills and ability to manage competing priorities.

Responsibilities

• Act as a key contact for investors, family offices and referral partners, providing high-quality service.
• Support Relationship Managers with management and growth of investor portfolios.
• Respond to investor enquiries relating to unlisted property and real estate credit investments.
• Assist investors with onboarding, applications, transactions and investment reporting.
• Support capital raising activities, investor events and broader distribution initiatives.
• Track investor interest, follow up on opportunities and maintain CRM accuracy.
• Prepare sales reports, investor insights and analytics for the Distribution team.
• Collaborate with internal and external teams; identify process improvements to enhance investor experience.

Skills

Relationship building

Communication

Industry knowledge

Commercial mindset

Organisational skills

Attention to detail

Tools

Microsoft Excel

CRM systems

Job description

Are you looking to take the next step in your career within Funds Management? This is an exciting opportunity to join a well-established investment management business, working closely with experienced Relationship Managers and gaining exposure to investor relations, capital raising and investment distribution.

Our client is a leading Australian investment manager with a strong presence across unlisted property and real estate credit. Due to continued investment in their distribution capability, they are seeking a motivated and commercially minded Associate Relationship Manager to join their Sydney team.

This is an excellent opportunity for someone with a background in Investor Services, Client Service or Funds Management who enjoys building relationships and is looking to develop their career within distribution.

The Opportunity

Working as part of a collaborative Distribution team, you will play an important role in supporting existing investor relationships while contributing to new business and capital raising initiatives.

Your responsibilities will include:

• Acting as a key point of contact for investors, family offices and referral partners, providing a high level of service and support.
• Supporting Relationship Managers with the management and growth of their investor portfolios.
• Responding to investor enquiries relating to unlisted property and real estate credit investments.
• Assisting investors with onboarding, applications, transactions and investment reporting.
• Supporting capital raising activities, investor events and broader distribution initiatives.
• Tracking investor interest, following up on opportunities and maintaining accurate CRM records.
• Preparing sales reports, investor insights and analytics to support the wider Distribution team.
• Working closely with internal investment, marketing and operations teams, as well as external registry providers.
• Identifying opportunities to improve processes and enhance the overall investor experience.

About You

We are looking for an energetic, personable and proactive individual who enjoys working with people and has a genuine interest in investment markets.

Ideally, you will bring:

• Approximately 2–4 years' experience within Funds Management, Investor Relations, Financial Services or a related client-facing environment.
• Strong relationship-building skills and confidence communicating with a broad range of investors and stakeholders.
• An understanding of managed funds, investment products or the broader financial services industry.
• A commercial mindset and an interest in developing a career within Relationship Management or Distribution.
• Excellent written and verbal communication skills, with strong attention to detail.
• Strong organisational skills and the ability to manage competing priorities.
• Proficiency in Microsoft Excel and CRM systems, with an interest in technology, AI and process improvement.

Exposure to unlisted property, private credit, investor registry operations or capital raising would be highly regarded but is not essential.

Why Apply?

• Join an established Australian investment management business with a strong market presence.
• Gain exposure to unlisted property, private credit and investment distribution.
• Work closely with experienced Relationship Managers and senior leadership.
• Enjoy a varied role combining investor servicing, relationship management and commercial initiatives.
• Develop your career within a supportive team offering opportunities for professional growth.

This opportunity would suit someone who has developed a solid foundation in investor servicing and is now looking for a more commercially focused position with greater relationship management exposure.