Fund Operations and Investor Services Officer

Fund Operations and Investor Services Officer

Contract Type:

Full Time

Location:

Sydney - NSW

Industry:

Banking & Finance

Contact Name:

Danijela Negro

Contact Email:

danijela@alexanderappointments.com.au

Contact Phone:

02 96594411

Salary Type:

Date Published:

29-Jul-2026

  • Up to $120,000 + Super | Initial 6 month FTC with a view to extend
  • Industry leaders in property-related projects and investment funds
  • Norwest Business Park location – easy access to Metro
Our client is a fast growing financial services business specialising in capital raising and real estate development investments, with a reputation for delivering strong returns to investors through a transparent, compliant, and value-driven approach.

We are seeking a detailoriented and motivate d Fund Operations & 
Investor Services Offic
er to join on an initia l 6-month fixed-term contra ct, with potential for extension.
  
This is a great opportunity for someone with strong analytical and Excel skills 
looking to build or transition into funds management. Whilst prior fund 
experience is a nice to have but not essential, transferable skills and a desire to learn are key.
  
Key Responsibilities
  • Manage investor onboarding, including application processing, KYC/  AML checks, and record maintenance
  • Process transactions such as subscriptions, distributions, and redemptions
  • Support investor queries via phone and email with clear, professional communication
  • Prepare investor reports, statements, and fund documentation
  • Assist with reconciliations, fund operations, and reporting activities
  • Maintain accurate data, track tasks, and support process improvement
About
  • You Strong Excel skills (PivotTables, lookups, data analysis)
  • High attention to detail and strong numerical ability
  • Clear and professional communication skills
  • Well-organised with the ability to manage multiple priorities
  • Experience in a process-driven environment (e.g. banking, accounting, superannuation, property or legal admin)
  • Able to learn quickly and work independently
  
Why Apply?
  • Entry point into funds management with full training provided
  • Broad exposure to fund operations, investor services, and reporting
  • Collaborative and growing business offering a great team culture
  • Potential for contract extension or permanent opportunity
How to apply:
Please apply by submitting your resume (in Word format) via the “Apply Now” tab to be considered for the role.
What next:
Applications will be reviewed for this role and only suitable applicants will be contacted. We also encourage you to visit our website and create a job alert that will immediately flag you when new opportunities appear https://www.alexanderappointments.com.au/job-alerts

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