Growing funds management team, manage all investor enquiries, relations, communications, analysis, ops & admin. Great people & culture.
- Lots of variety with an Investor Services focus
- Very professional & dynamic team
- Rapidly growing company, great career prospects
This active Fund Manager is a highly respected investment company with an unlisted fund offering unit parcels to both Retail and Wholesale Investors. The fund essentially provides capital to source further investment opportunties and is open to the public via direct referral, accountants, solicitors, financial advisors. It’s focus is to give investors a higher return than bank term deposits but without the risk v return of more speculative markets.
Working as part of a small investment capital team, this role is very autonomous and will manage all Retail/Wholesale Investor applications and onboarding, general enquiries, retaining relationships, transaction processing, coordinating roadshows, investor reporting etc. There is also a lot of internal stakeholder coordination at senior management level.
Given the role has client services/investor relationship focus, you’ll have an outgoing and confident personality, but also be polished and professional given it’s a corporate environment. Ideally you’ll be tertiary qualified and at least 5 years working in an Investor Services or Associate role within Funds Management, Kiwisaver, Equities, Wealth Advisory sectors. Some knowledge across AML regulatory processes is an advantage.
The role will suit someone who wants autonomy and variety working in a small team and to diversify their existing investment/funds background. There is room for career development as the firm is growing. For more information or to apply (in full confidence) please send your CV and/or email Chris Heswall on email@example.com