Investor Relations Lead - Boutique Funds, Growth & Bonuses

Australian Homeowners Fund; Melbourne; On-site; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Healthy performance bonuses

Direct exposure to funds management

Close access to Head of Funds and top决

Rare full-time role in boutique fund

Job summary

The Australian Homeowner Fund (AHF) is seeking an Investor Relations Manager to drive the investor journey from first enquiry to investment and ongoing support. You’ll present the fund’s strategy to prospective investors and guide them and their advisers through onboarding, keeping the pipeline moving toward asset-raising targets.

You will engage with investors and professionals, coordinate registrations, manage CRM records, and report on activity and inflows.

Qualifications

• Ideally: exposure in investor relations, property, funds management, wealth management, financial advice or a similar investor-facing role.
• Track record of converting enquiries into completed sales.
• Confidence presenting investment strategy and structure to investors and professional advisers.
• Experience working with accountants, trustees, administrators or advisers.
• Strong written and verbal communication and the discipline to follow up and keep a pipeline current.
• Proficiency with a CRM and comfort preparing pipeline and activity reports.

Responsibilities

• Present the fund’s strategy, structure and eligibility requirements to prospective investors.
• Manage each opportunity from enquiry through to completed investment.
• Coordinate with investors, accountants, trustees, administrators and other stakeholders.
• Maintain accurate CRM records and deal-flow pipelines.
• Report to management on investor activity, pipeline progress and expected capital inflows.
• Respond to enquiries from existing investors and advisers.
• Build trusted relationships that inspire investor confidence and referrals.

Skills

Investor relations experience

Sales conversion track record

CRM proficiency

Strong written and verbal comms

Presentation to investors

Stakeholder management

Funds management exposure

Financial services understanding

Tools

CRM system

Job description

The Australian Homeowner Fund (AHF) is seeking an Investor Relations Manager to drive the investor journey from first enquiry to investment and ongoing support. You’ll present the fund’s strategy to prospective investors and guide them and their advisers through onboarding, keeping the pipeline moving toward asset-raising targets.

You will engage with investors and professionals, coordinate registrations, manage CRM records, and report on activity and inflows.