Institutional Distribution & Investor Relations Lead

B&K Consulting Pty Limited; Sydney; On-site; AUD 150,000 - 230,000; Full time

Job summary

B&K Consulting Pty Limited is seeking an Institutional Distribution Manager to lead institutional capital raising, investor engagement and related client activities. You will collaborate with the executive team and distribution colleagues to advance opportunities from initial interest through due diligence and investment.

You will work with institutional investors, consultants, insurers and investment managers, translating strategic priorities into compelling meetings, materials and actions.

Qualifications

• Experience in institutional distribution, investment consulting or institutional client management.
• Ability to explain investment information clearly and manage complex processes.
• Willingness to travel domestically and internationally as required.

Responsibilities

• Support institutional distribution plans and investor/consultant meetings.
• Coordinate meetings, briefs, proposals and follow-up with senior colleagues.
• Develop roadmaps, investor targeting and meeting content with investment managers.

Skills

Institutional distribution

Investment consulting

CRM systems

PowerPoint

Excel

Communication

Travel readiness

Education

Tertiary qualifications (desirable)

Tools

CRM systems

PowerPoint

Excel

Job description

B&K Consulting Pty Limited is seeking an Institutional Distribution Manager to lead institutional capital raising, investor engagement and related client activities. You will collaborate with the executive team and distribution colleagues to advance opportunities from initial interest through due diligence and investment.

You will work with institutional investors, consultants, insurers and investment managers, translating strategic priorities into compelling meetings, materials and actions.