Investment Operations Coordinator

About the role

The Investment Operations Coordinator supports the Investment team by ensuring projects, client engagements, and daily activities run smoothly. Acting as a central hub, the coordinator keeps workstreams organized, tracks deadlines, and provides up‑to‑date project information.

Key responsibilities

• Coordinate and track investment projects, client engagements, and internal workstreams, monitoring milestones, deliverables and deadlines.
• Maintain project trackers, action logs, calendars and other monitoring tools to give the team a clear view of priorities.
• Follow up with internal and external stakeholders on pending information, documentation, approvals and deliverables.
• Prepare and organise materials for client meetings, investment discussions, internal reviews and project updates.
• Schedule meetings, prepare agendas, compile documentation and follow up on agreed actions.
• Take meeting notes and produce action summaries, documenting responsibilities, deadlines and next steps.
• Provide ad‑hoc support such as research, data consolidation, document preparation, presentations and basic analysis.
• Assist in creating and updating investment‑related presentations, reports, project summaries and briefing materials.
• Organise and maintain project files, client documentation and investment records for easy access.
• Monitor upcoming commitments, flag approaching deadlines, outstanding actions or potential delays.
• Coordinate information and deliverables across internal functions and external parties.
• Support administrative tasks including document circulation, approvals, signatures and filing.
• Identify opportunities to improve project tracking, documentation and team workflows.

Required profile

• Strong organisational abilities and attention to detail.
• Excellent communication skills for interacting with internal teams and external stakeholders.
• Proactive attitude with the ability to anticipate needs and flag issues early.
• Comfortable handling multiple workstreams and meeting tight deadlines.

Required skills

What we offer

• Opportunity to work closely with an investment team on diverse projects.
• Dynamic environment that encourages process improvement.