Associate Investment Director - Property / Private Credit Investment
Kaizen Recruitment
- Australia
- $180,000-240,000 per year
- Permanent
- Full-time
- Lead investor relations and sales engagement across Australian family offices, independent advisors, accountants, and high and ultra-high net worth investors;
- Implement sales & marketing strategy to drive investment opportunities;
- Contribution to the design of new investment opportunities, providing valuable feedback;
- Preparation of investment memorandums, fund documentation, and investor presentations;
- Manage the CRM (Salesforce);
- Facilitate application and loan executions, including KYC and AML checks, eDMs, and data room management; AND
- Ensure compliance with AFSL requirements.
- Tertiary education in finance, economics, accounting, law, or related fields (Postgraduate qualifications highly advantageous);
- Ability to bring developed network of HNW and UHNW investor relationships.
- 8+ years of industry experience, with at least 5 years in distribution & capital raising or similar roles at medium to large-scale firms;
- Previous exposure to real assets, particularly real estate private debt, highly regarded;
- Experience in deal-by-deal campaigns and fundraising;.
- Proficiency in Microsoft Excel, Word, and PowerPoint;
- Familiarity with Salesforce or other similar CRM tools;
- Ability to work autonomously and collaboratively with the team; AND
- Self-driven and motivated to attain company targets aligned with divisional objectives.