Associate, Investment Operations
Role Overview
AltX seeks an experienced Associate, Investment Operations to join its Funds Management team.
Reporting to the Manager – Funds Management, the role covers investor-facing deal documentation, deal lifecycle administration and investor onboarding.
The role acts as a central point of coordination across the business to ensure investors receive accurate, timely and clearly presented information.
Key Skills for This Role
Full Job Posting
The Company
AltX is part of AltX Financial Group and provides wholesale investors, institutions and family offices with access to Australian real estate debt investment opportunities.
Investors can participate in individual deals as well as managed funds.
The Opportunity
AltX seeks an experienced Associate, Investment Operations to join its Funds Management team.
Reporting to the Manager – Funds Management, the role covers investor-facing deal documentation, deal lifecycle administration and investor onboarding.
The role acts as a central point of coordination across the business to ensure investors receive accurate, timely and clearly presented information.
What You'll Be Doing
- Reviewing and publishing investment memorandums ensuring information is accurate, consistent and released on time.
- Coordinating with teams across the business to gather and verify deal information, loan terms and supporting documentation.
- Tracking investments from investor offer and settlement through to extension and repayment.
- Maintaining accurate deal trackers, investment records, key dates and maturity information.
- Coordinating loan term extensions, internal approvals and updates to investment records.
- Preparing and issuing investor notifications relating to extensions, repayments and other deal events.
- Managing investor onboarding from application review through to account activation.
- Completing KYC and AML checks including identity verification, entity structures, beneficial ownership and PEP and sanctions screening.
- Escalating complex or higher-risk onboarding matters to Compliance.
- Maintaining complete, accurate and audit-ready investor and KYC records.
- Responding to investor queries relating to onboarding, investments and deal events.
- Identifying opportunities to improve onboarding, deal tracking and investor communication processes.
What You'll Bring
- Tertiary qualifications in finance, commerce, business or a related discipline.
- Around three to five years' experience in financial services, ideally within funds management, private credit, investment operations or client onboarding.
- Practical experience with investor onboarding and KYC and AML processes, including individual, company and trust structures.
- Experience preparing investor-facing documents or communications.
- Strong written communication skills and the ability to present investment information clearly and accurately.
- Excellent attention to detail and a strong control mindset.
- Strong organisational skills with the ability to manage multiple deals and competing deadlines.
- Confidence working with internal stakeholders and investors.
- Exposure to real estate lending or property debt investments, which would be highly regarded.
- Strong Microsoft Word and Excel skills.
Why Join AltX Financial Group
- Join a collaborative and entrepreneurial team in a growing part of the Australian financial services market.
- Gain exposure to the full investment lifecycle and work closely with experienced professionals.
- A supportive environment where your career can continue to grow.
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