Investor Services and Relationship Associate

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

Investor Services and Relationship Associate

Altx Ventures Management Services – Sydney CBD NSW

Build your career in investor relations with one of Australia's fastest-growing private credit businesses.

AltX gives wholesale investors access to private credit and alternative investments through a market-leading platform. Our investor base is growing, and we're looking for an outstanding, relationship-focused professional to join our Investor Relations team and become a key point of contact for our investors.

You'll manage and service a portfolio of investors, building trust and delivering responsive, personalised support. Over time, you'll take ownership of your own investor relationships.

What you'll do

• Be the trusted primary contact for an assigned investor portfolio, building strong, long-term relationships
• Run regular check-ins and follow-up calls, and understand each investor's objectives, preferences and investment history
• Respond promptly and professionally to enquiries, and keep investors updated on new opportunities, maturity events and reinvestment opportunities
• Guide investors through applications, onboarding and account establishment, allocations, documentation and settlement
• Support reinvestment, rollover and maturity processes
• Work with Operations, Compliance and other internal stakeholders to deliver a seamless investor experience
• Keep accurate records and engagement notes in our CRM systems
• Support investor webinars, events and educational initiatives
• Support investor retention and repeat investment, and find ways to deepen investor engagement with AltX

Ideally, you'll bring

• 2-5+ years' experience in financial services, client services or relationship management
• Excellent written and verbal communication and a confident, professional phone manner
• Strong relationship-building skills, attention to detail and a proactive, solutions-focused mindset
• The ability to manage multiple priorities in a fast-paced environment
• A genuine interest in investments and financial markets

Why AltX?

• Work directly with experienced professionals across investments and capital raising
• Gain exposure to private credit, funds management and investor relations
• Be part of a high-performance, entrepreneurial and ambitious team
• Enjoy genuine long-term career progression