Fund Distribution Coordinator – Roadshows & CRM

B & K Consulting (Aust) Pty Limited; Sydney; Vor Ort; AUD 55.000 - 75.000; Vollzeit

Zusammenfassung

B & K Consulting (Aust) Pty Limited's client, a growing investment fund in the alternatives space, seeks a Distribution Associate to provide logistical, administrative and coordination support for the institutional distribution team.

You will organise domestic and international travel, arrange meetings across time zones, manage CRM records and prepare meeting packs, while working with senior colleagues to keep initiatives on track in a fast-moving funds environment.

Qualifikationen

• Experience in administration, team coordination or sales support in financial services is desirable.
• Strong organisational skills with ability to manage multiple calendars, deadlines and travel arrangements.
• Clear written and verbal communication with internal and external contacts.
• Proficiency with Outlook, PowerPoint and Excel; CRM experience is a plus.

Aufgaben

• Organise domestic and international travel, accommodation and meeting logistics for roadshows and investor visits.
• Coordinate institutional investor, consultant and investment manager meetings and calendar invites.
• Maintain CRM data quality, update records and generate routine activity and pipeline reports.
• Format and update pitch decks, manager profiles and meeting packs.
• Manage project schedules, deadlines and follow up on outstanding inputs.

Kenntnisse

Organisational skills

Clear written and verbal communication

Team coordination

Attention to detail

Ausbildung

Relevant tertiary qualifications

Tools

CRM systems

Outlook

PowerPoint

Excel

Jobbeschreibung

B & K Consulting (Aust) Pty Limited's client, a growing investment fund in the alternatives space, seeks a Distribution Associate to provide logistical, administrative and coordination support for the institutional distribution team.

You will organise domestic and international travel, arrange meetings across time zones, manage CRM records and prepare meeting packs, while working with senior colleagues to keep initiatives on track in a fast-moving funds environment.