About the Role
This position supports investor relationship management and client servicing activities for institutional investors in Australia, working closely with senior Relationship Managers to ensure a high-quality client experience.
Responsibilities
- Provide support to the Australia Relationship Management team across investor relationship management and client servicing activities
- Coordinate investor requests, due diligence questionnaires (DDQs), requests for proposals (RFPs), data requests, and other client deliverables
- Maintain Salesforce and other CRM systems, including investor records, pipeline updates, meeting activity, and reporting
- Participate in client meetings, prepare meeting materials, document key discussion points, and coordinate follow-up actions
- Support senior Relationship Managers by responding to investor inquiries and coordinating information requests with internal stakeholders
- Partner with investment professionals, product managers, Investor Operations, Legal and Compliance teams to support investor servicing and relationship management activities
- Assist with post-investment servicing activities, including investor reporting requests, portfolio inquiries, and ongoing client communications
- Conduct market, investor, and industry research to support business development and relationship management initiatives
- Assist with investor events, roadshows, meeting logistics, and other projects as required
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline
- Minimum 5 years of experience in asset management, private markets, investor relations, institutional client servicing, investment banking, or a related financial services environment
- Understanding of alternative investments and institutional investor markets preferred
- Strong analytical, organizational, and problem-solving skills
- Excellent written and verbal communication skills with strong attention to detail
- Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment
- Strong interpersonal skills and ability to build relationships with internal and external stakeholders
- Proficiency in Microsoft Office applications; Salesforce or CRM experience preferred
- Self-motivated, proactive, and team-oriented with a strong work ethic
Skills
- Salesforce
- CRM
- Microsoft Office
Location
- Australia
Work Type
- Full-time
Experience Level
- Minimum 5 years of experience
Education Level
- Bachelor's degree
About the Company
- Over the last 20 years, Ares’ success has been driven by our people and our culture.
- Our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future.
- Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
