Investor Relations & Client Services - Private Credit

Altx Ventures Management Services; Sydney; On-site; AUD 85,000 - 110,000; Full time

Job summary

Altx Ventures Management Services in Sydney CBD is seeking an Investor Services and Relationship Associate to manage investor relationships and deliver personalised support.

You will be the primary contact for a portfolio, conduct check-ins, guide investors through onboarding and ongoing investments, and collaborate with Operations and Compliance to ensure a seamless investor experience.

This role offers exposure to private credit and funds management within a fast-growing team.

Qualifications

• 2–5+ years' experience in financial services or client services.
• Excellent written and verbal communication and a confident phone manner.
• Strong relationship-building, attention to detail, proactive solutions.
• Ability to manage multiple priorities in a fast-paced environment.
• Genuine interest in investments and financial markets.

Responsibilities

• Be the primary contact for an assigned investor portfolio.
• Run regular check-ins and calls, understand investor objectives.
• Respond promptly to enquiries and update investors on opportunities and events.
• Guide investors through applications, onboarding and documentation.
• Support reinvestment, rollover and maturity processes.
• Collaborate with Operations, Compliance and other internal stakeholders for a seamless investor experience.
• Keep accurate records and engagement notes in our CRM systems.
• Support investor webinars, events and educational initiatives.
• Assist in investor retention and deepen investor engagement with AltX.

Skills

Relationship management

Communication skills

Attention to detail

Multitasking

Interest in investments

Job description

Altx Ventures Management Services in Sydney CBD is seeking an Investor Services and Relationship Associate to manage investor relationships and deliver personalised support.

You will be the primary contact for a portfolio, conduct check-ins, guide investors through onboarding and ongoing investments, and collaborate with Operations and Compliance to ensure a seamless investor experience.

This role offers exposure to private credit and funds management within a fast-growing team.