Our Client
ICAM is a South Australian based alternative investments fund manager providing attractive, ethical and long-term investment opportunities for high-net-worth investors, family offices and institutional funds. ICAM specialises in investing and managing real assets such as property and infrastructure as well as private credit. ICAM focuses on the active sourcing, creation and management of institutional real estate and infrastructure funds. The company aims to strategically expand their diverse portfolio of alternative investments located across Australia whilst retaining their boutique essence.
An opportunity exists for an Investment Analyst to join the business development team to support ongoing growth.
The Role
Reporting through to the Head of Distribution you will support the growth of the investor client base and assist with capital raising activates across the business. Duties will include:
- Supporting investor onboarding processes, including KYC/AML checks and preparation of investor documentation, ensuring records meet regulatory and internal requirements
- Liaising day-to-day with the external unit registry provider
- Assisting in preparing investor-facing materials such as presentations, investment summaries, flyers, and marketing collateral
- Maintaining and updating the client relationship management (CRM) system, ensuring data accuracy and supporting analysis of investor engagement, capital pipelines, and follow-up
- Assisting in preparing agendas and materials for investor meetings and events
- Supporting the planning and coordination of investor events and roadshows
- Assisting with investor reporting, including preparation of investor summaries and reports using fund performance data
- Supporting broader business development initiatives, projects, and ad hoc tasks including investment questionnaires, fund ratings processes, and AI implementation projects
About You
- 1–2 years’ experience in funds management, financial services, stockbroking, property, professional services, or a similar corporate environment
- Tertiary qualification in finance, commerce, economics, property, or a related discipline
- Strong written and verbal communication skills, with the ability to communicate clearly and professionally with investors and senior stakeholders
- High attention to detail, particularly for investor documentation and compliance-related processes
- Demonstrated analytical skills, including the ability to interpret financial models, investor information, fund performance, and CRM data inputs
- Proficiency in Microsoft Excel, PowerPoint, and Word; experience using CRM systems is advantageous
- Strong organisational skills with the ability to manage multiple tasks and deadlines
- Professional, discreet, and confident engaging with investors and senior stakeholders
In Return
- Work alongside an experienced team in a dynamic, fast-paced working environment
- Excellent opportunities for career development and progression in a well-regarded firm
- Gain exposure to a wide range of tasks associated with capital growth and business development
- Investor facing opportunity where you will play an integral role in maintaining key stakeholder relationships and building the client book
- Competitive remuneration package on offer subject to experience
- Adelaide CBD office location at RAA place, 91 King William St
Next Steps
If you are interested in the opportunity available, please apply by submitting your application using the relevant links. If you have any specific questions relating to the position, please email Megan Kivell – mkivell@ppsconsulting.com.au