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About the Role

The role's principal focus is to contribute to the team’s Investor Relations and Business Development initiatives by providing quantitative and qualitative support across the firm’s strategies. The successful candidate will be expected to support across both streams as directed.

Responsibilities

Manage investor relationships in line with established process and/or account plans.
Respond to ad-hoc investor queries in a timely manner.
Coordinate the flow of investor information and responses with internal teams to deliver timely and accurate investor-facing communications.
Present material in a manner that supports corporate image.
Analyze competitor/industry information.
Support Investor Relations activities and interactions with existing clients and consultants including questionnaires and ad hoc requests.
Support development and maintenance of Account Management Plans.
Respond to investor and consultant qualitative and quantitative questionnaires.
Support Business Development activities and interactions with prospects.
Support the development and maintenance of Sales Plans.
Support updating and improving marketing materials.
Manage the maintenance of data room and due diligence materials.
Track opportunities in Salesforce.
Support due diligence processes.
Develop and maintain accurate marketing and due diligence materials.
Manage quality, accuracy, and timeliness of RFPs, including drafting where required.
Maintain current due diligence materials in the investor data room.
Prepare for meetings/briefings.
Maintain detailed and accurate tracking data for prospect/consultants/existing investors including meaningful and timely recording of interactions on Salesforce and other IFM platforms.
Support Business Development Directors / VP’s / Associates by actively contributing to the fundraising strategy.
Provide accurate and timely responses to consultant / prospect / investor queries.
Assist with fund closings.
Contribute to building IFM brand awareness at conferences and other events.
Manage risk related to the regulatory environment and client suitability.
Ensure quality, accuracy, and timeliness of responses to investor/consultant queries.
Contribute to building one collaborative GCS team in NAM and across IFM globally.
Actively contribute to the GCS team in a productive manner.
Prepare presentations for existing investors.
Prepare and distribute investor reports within agreed deadlines.
Contribute to oversight quality control of all information being sent externally.
Support team in achieving targets relating to Customer Service, Reporting and Onboarding.
Respond to queries within policies and guidelines.
Escalate issues as appropriate.
Recommend thoughtful solutions.
Plan and deliver on routine tasks.
Coordinate own workflow.
Monitor progress against assigned project objectives.
Monitor deliverables for investors and consultants.
Deliver timely, intelligent, comprehensive and fully formed responses to requests from key internal stakeholders and as directed by the team leadership.
Demonstrate a proactive approach to relationship management within Client Solutions and with key IFM stakeholders to ensure delivery of strategic initiatives and objectives as set by the Global Head.
Conduct ad hoc research on market channels and participants to help IFM Investors identify potential targets.
Assist the Team to achieve IFM’s global sales targets.
Demonstrate ability to think strategically.

Requirements

Ideally, candidate would have 2-5 years of experience in Financial Services to effectively communicate financial topics in English.
Previous roles in Investments, Equity Research, Investment Banking, Asset Management with preference given to candidates with alternative asset managers, or infrastructure experience.
Bilingual proficiency in French and English would be advantageous.
Good knowledge of systems/databases containing institutional or investment data.
Experience with pension funds or institutional investors and client servicing.
Broad understanding of the key factors influencing businesses.
Knowledge of institutional investor needs, and the role played by asset consultants.
Understanding of alternative assets’ role in portfolio construction.
Business acumen, financial metrics, and key performance drivers.
Client relationship management skills.
Good knowledge of institutional sales process.
High level numerical skills.
Familiar with CRMs or client reporting platforms, Salesforce knowledge a plus.
Ability to successfully communicate (written and verbal) technical financial and investment related content.
Service-minded and hard-working with a can-do attitude.
Able to juggle multiple, competing priorities.
Ambitious, assertive, helpful, motivated and entrepreneurial, with a desire to succeed.
Team player who can work alongside the BD team while managing other internal stakeholder relationships (e.g. Investment and Operations teams).

Skills

English communication
French communication
Institutional data systems/databases
Pension fund experience
Institutional investor experience
Client servicing
Business acumen
Financial metrics
Key performance drivers
Client relationship management
Institutional sales process
Numerical skills
CRMs
Client reporting platforms
Salesforce
Written communication
Verbal communication
Technical financial content
Investment related content
Microsoft Word
Microsoft PowerPoint
Microsoft Excel

Location

Australia
Europe
North America
Asia

Work Type

Hybrid
Flexible

Experience Level

2-5 years

Education Level

Bachelor’s degree
Tertiary qualifications in law, economics, finance, or related field

Benefits

Competitive salary
Generous leave entitlements

About the Company

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities.
Our purpose is to invest, protect and grow the long-term retirement savings of working people.
We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before.
To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years.
With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide.
IFM operates from 17 offices across Australia, Europe, North America and Asia.

Equal Opportunity

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives.
We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status.
We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process.
Please contact us if you require specific support at any stage of the recruitment process at Careers@ifminvestors.com.