Investor Services and Relationship Associate

AltX • Bondi Junction, New South Wales 2022, Australia • Full-time
AI Job Summary
  • 2–5+ years in financial services, client services or relationship management.
  • Manage investor portfolios, build trust and provide responsive support, including regular check-ins.
  • Guide investors through onboarding, account setup, allocations, documentation and settlement.

Role Type

Permanent • Full-time • Associate

Description

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

We value all applications and will be in contact with shortlisted candidates.