
Analyst, Investor Relations Operations
- Sydney, NSW
- Permanent
- Full-time
- Assist in preparing onboarding and offboarding packs, ensuring documentation is complete and accurate.
- Support the updating of investor details across registry systems, CRM, and internal spreadsheets.
- Prepare draft registry instructions for review before submission to external providers.
- Assist in the collation of responses to investor due diligence requests (DDQs, RFIs, ODDs) by coordinating with internal subject matter experts.
- Distribute standard investor communications (e.g. distribution notices, unit statements, reporting packs) and maintain accurate contact lists.
- Maintain investor records to ensure accuracy across CRM, registry, and internal tracking systems.
- Upload, tag, and organise documents in the virtual data room, ensuring correct access rights are applied.
- Support reconciliation activities, including registry vs. finance data checks and distribution records, for review by the Investor Services Manager.
- Collate and escalate investor KYC/AML documents to Group Compliance.
- Assist in preparing materials for GS007 and internal audit reviews.
- Follow standard operating procedures and escalate issues when identified.
- Maintain and update process notes, checklists, and standard operating procedures.
- Provide feedback on gaps or inefficiencies to support process improvement initiatives.
- Assist with the preparation and coordination of investor reporting cycles and meetings.
- Log incoming investor queries in the CRM system, escalating to the Investor Services Manager as needed.
- Liaise with Finance, Legal, Compliance, and other teams to ensure investor information is accurate and aligned across systems.
- Provide administrative and operational support to the Investor Services Manager and the wider Wholesale Capital team.