Company Overview: Our client is a specialist property fund manager solely focused on real estate sectors. With a strong track record of delivering consistent long-term value and returns, the firm provides investors access to premium real estate investment opportunities through a carefully curated portfolio.
Position Overview: Our client is seeking an experienced Fund Operations Manager to join its Melbourne-based team. This role will oversee the operational management of a growing unlisted property portfolio, comprising open and closed-ended funds with retail and wholesale investors.
The successful candidate will be responsible for managing fund operations, overseeing the outsourced investor registry, and reporting on capital raising and investor transactions. This position will work closely with fund managers, business development managers, custodians, the registry service provider, administrators, wrap platforms, and internal stakeholders to maintain operational excellence and support strategic initiatives.
Key Responsibilities: - Manage the day-to-day operations of unlisted property funds to ensure smooth execution of investor transactions and service delivery.
- Oversee investor onboarding, unit registry, applications, redemptions, transfers, and adviser/investor reporting.
- Support the business development team with CRM management and adviser engagement.
- Respond to investor and adviser queries and coordinate approval of investor communications and disclosures.
- Manage electronic communications and ensure registry information, including unit pricing, is current.
- Identify and implement process improvements to enhance efficiency and automation across fund operations.
- Manage the relationship with the external registry provider and other service partners.
- Oversee CRM systems and prepare internal and external reports on investment performance and capital activity.
Key Requirements: - Proven experience in funds management operations and administration, ideally within property or unlisted fund environments.
- Strong understanding of registry, compliance, investor onboarding, and reporting processes.
- Experience managing third-party service providers, including registries and wrap platforms.
- High attention to detail and ability to manage regulatory documentation and investor communications.
- CRM and investor portal experience is highly regarded.
This is a great opportunity to join a well-regarded organisation with a collaborative work environment.
If you are interested in learning more about this position, please contact Darragh Cleary –
darragh@kaizenrecruitment.com.au /
0478 350 003.