Investor Relations Fund Accountant - Growth & CFO Exposure

Intuitive Recruitment; Sydney; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Great growth opportunity

Direct CFO exposure

Australian Global Asset / Fund Manager

Job summary

Our client, a leading Australian property investment manager, is seeking an Investor Relations & Fund Accountant to join their Sydney-based team. You will work across investor relations, funds management and finance, supporting institutional and wholesale investors through the lifecycle.

This is an excellent entry-level opportunity for a finance professional with 1–2 years of experience to develop a career across investor relations, fund accounting and property funds management, with exposure to

Qualifications

• 1–2 years' experience in Investor Relations, Fund Administration, Fund Accounting, Financial Services, Wealth Management or related field.
• Exposure to managed funds, investment products or financial markets is highly regarded.
• Understanding of AML/KYC requirements and investor onboarding processes.
• Strong communication skills with the confidence to interact with investors and internal stakeholders.
• High attention to detail and strong organisational skills.
• Intermediate to advanced Excel skills and confidence working with financial data.
• Proactive, eager to learn and develop a career within Investor Relations and Funds Management.
• Team-oriented with a professional, client-focused approach.

Responsibilities

• Assist with investor communications, responding to enquiries and maintaining strong relationships with institutional, wholesale and high-net-worth investors.
• Support the preparation and distribution of investor reporting, including quarterly fund updates, performance reports and investment presentations.
• Work closely with the Funds Management, Finance and Investor Relations teams to ensure accurate and timely delivery of investor information.
• Assist with investor onboarding processes, including managing subscription documentation and AML/KYC checks and compliance requirements.
• Support capital raising activities, new investor applications and fund launches.
• Process investor transactions including capital calls, distributions, redemptions and unit transfers.
• Maintain investor registers, CRM systems and investor databases, ensuring records remain accurate and up to date.
• Assist with fund administration and financial reporting activities, including reconciliations, data validation and reporting support.
• Liaise with external service providers, fund administrators and stakeholders to ensure smooth day-to-day operations.
• Contribute to the continuous improvement of investor servicing, reporting processes and operational efficiencies.

Tools

CRM systems

Job description

Our client, a leading Australian property investment manager, is seeking an Investor Relations & Fund Accountant to join their Sydney-based team. You will work across investor relations, funds management and finance, supporting institutional and wholesale investors through the lifecycle.

This is an excellent entry-level opportunity for a finance professional with 1–2 years of experience to develop a career across investor relations, fund accounting and property funds management, with exposure to