Investor Relations Associate, Funds & Investments

Haben; Sydney; On-site; AUD 90,000 - 110,000; Full time

Benefits offered by this job

Flexible work options

Exposure to diverse funds

Collaborative culture

Job summary

Haben is seeking an Investor Relations Senior Associate to join our Funds & Investment Management team in Sydney. You will support investor communications, onboarding and registry operations while working closely with investors and senior leaders.

You will help prepare materials, maintain CRM data, and assist AML/KYC processes, ensuring a seamless investor experience and proactive engagement across the investment lifecycle.

Qualifications

• 2-4 years' experience in investor relations, investment client services, funds management or related environment.
• Tertiary qualification in Finance, Business, Economics, Marketing, Communications or related discipline.
• Strong organizational skills and ability to manage competing priorities.
• Excellent written and verbal communication skills.
• Experience using Microsoft Excel and PowerPoint.
• Confidence working with systems, databases and CRM platforms.
• Proactive approach, willingness to learn and collaborative mindset.

Responsibilities

• Supporting investor communications, reporting and distribution of investor statements and updates.
• Assisting with investor onboarding and maintaining a positive investor journey.
• Managing registry administration activities and ensuring service standards are met.
• Coordinating investor documentation and approvals through platforms like DocuSign.
• Maintaining accurate investor records and CRM data.
• Supporting AML/KYC processes and compliance documentation requirements.
• Preparing investor meeting materials and presentations.
• Assisting with process improvement initiatives and projects across funds management.
• Building strong relationships with internal teams to deliver investor outcomes.

Skills

Attention to detail

Strong communication

Organizational skills

Collaborative mindset

Education

Finance or related degree

Business/Economics/Marketing/Communications

Tools

Microsoft Excel

PowerPoint

CRM platforms

DocuSign

Job description

Haben is seeking an Investor Relations Senior Associate to join our Funds & Investment Management team in Sydney. You will support investor communications, onboarding and registry operations while working closely with investors and senior leaders.

You will help prepare materials, maintain CRM data, and assist AML/KYC processes, ensuring a seamless investor experience and proactive engagement across the investment lifecycle.