GXE
FinTech
InvestorSupportAnalyst
Neural analysis suggests this role is
optimal for Junior candidates.
“Investor Support Analyst at GXE. Skills: Investor Onboarding, Investor Communications, KYC/AML, Microsoft Office. Investor Onboarding Support, Investor Communications, Operations & Administration, Compliance Support, Systems & Process Support.”
What You'll Achieve.
Build an understanding of our investor onboarding workflows, compliance requirements, and internal systems. Become confident managing onboarding tasks with a high level of accuracy and professionalism. Independently managing standard onboarding cases from start to finish, consistently meeting turnaround times, tracking allocations and funding progress, and confidently identifying when issues or risk flags should be escalated.
Industry & Context.
financial modelling; valuation; due diligence; risk analysis; legal research
What They're Looking For.
Must Have
1-3 years’ experience in investor/customer service, fund administration, financial services, or operations. Proficiency in Microsoft Office (especially Excel and Outlook).
What You'll Do.
Investor Onboarding Support
Investor Communications
Operations & Administration
Systems & Process Support.
How You'll Work.
Team & Collaboration
Work closely with the investment, operations, and compliance teams.
Communication Scope
Excellent written and verbal communication skills
Full Job Description
**About us** GXE is the all-in-one platform for private assets. GXE’s mission is to provide digital infrastructure and services for Trustee Services, Custody and Fund Administration. We provide investors, asset and fund managers with the tools they need to succeed, enabling them to focus on their portfolios and investors, whilst GXE takes care of everything else. GXE empowers investors, fund managers and family offices with real-time visibility, efficient workflows, licensing, information security, and more. A licensed financial services company, GXE, holds an Australian Financial Services Licence 460870 issued by the Australian Securities and Investments Commission. GXE welcomes clients across sectors, including corporate, credit, family offices, pension and superannuation, private equity, property, and venture capital. We are a fast-paced early-stage fintech with global ambitions, and we offer an opportunity to join the team to help shape GXE’s future. **Who we are looking for** As an Investor Support Analyst, you will support the day-to-day management of investor onboarding, communications, and operational processes. You will work closely with the investment, operations, and compliance teams to ensure a smooth and professional experience for investors. This role offers strong exposure to fund structures, capital raising processes, and investor management. You will be the primary point of contact for both new and existing GXE investors, ensuring every interaction is efficient and compliant and reflects GXE’s commitment to excellence. **Requirements** **You will be responsible for:** 1\. Investor Onboarding Support * Assist with onboarding new investors, including collecting and reviewing required documentation * Support KYC/AML checks and ensure information is complete and accurate * Track onboarding progress and follow up with investors where required * Maintain organised and up-to-date investor records 2\. Investor Communications * Respond to multiple investor e
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