Investor Relations & Distribution Associate
On-siteJohannesburg, Gauteng, South Africa
Job Summary
Serve as primary point of contact for IFAs, wealth managers, tax practitioners, and direct high-net-worth investors, handling inbound queries on fund structure, product mechanics, and tax treatment. Manage LP onboarding end-to-end, including FICA, subscription documentation, and SARS confirmations, while proactively communicating fund updates and deployment milestones. Produce investor-facing materials such as fund summaries, FAQs, and slide decks, and maintain a CRM pipeline tracker with zero missed follow-ups. Lead the build-out of a direct-to-market investor acquisition channel, reducing reliance on third-party intermediaries, and attend investor events and roadshows to support distribution efforts.
Required Qualifications
- 3–7 years' experience in financial services — asset management, wealth management, private equity, investment banking, or a specialist fund environment
- Direct investor or client-facing experience in a professional financial services context
- Tertiary qualification in Finance, Investments, Accounting, or a related field (BCom or equivalent minimum)
- Exceptional written and verbal communication — able to simplify complex concepts for sophisticated investors
- Proficiency in PowerPoint and Excel; able to build polished materials independently
- Demonstrable track record of managing high volumes of investor or client correspondence without errors or omissions
Desired Qualifications
- Strong working knowledge of investment products, fund structures, and tax-efficient vehicles
- Experience with structured tax investment products (e.g. Section 12B/12J)
- Exposure to en commandite partnerships, SPV structures, or infrastructure / renewable energy funds
- CFA, CFP, or postgraduate finance qualification
- Existing network within the IFA, wealth management, or tax advisory community in South Africa
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