Investor Support Analyst

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 enquiries in a timely and professional manner
• Assist in preparing and sending investor updates and communications
• Support the distribution of documents via platforms such as DocuSign or investor portals
• Escalate complex queries to senior team members

3. Operations & Administration

• Help track investment allocations and funding status
• Assist with payment tracking and reconciliation
• Support administrative processes related to capital calls, distributions, and refunds
• Maintain internal trackers and reporting tools

4. Compliance Support

• Ensure onboarding documentation meets internal compliance standards
• Assist with maintaining records for audit and reporting purposes
• Follow up on missing or expired documents (e.g. investor certificates)
• Support the team in meeting regulatory requirements

5. Systems & Process Support

• Use internal systems (CRM, Excel trackers, document platforms) to manage investor data
• Assist in improving internal processes and templates
• Help maintain accurate and consistent data across systems
• Process, Platform & Operational Improvements
• Identify opportunities to enhance onboarding workflows, reporting templates, valuation processes and client experience.
• Work with GXE’s product and operations teams to develop automation and improve platform-driven efficiencies.
• Maintain up-to-date SOPs, templates and internal documentation.

What success looks like:

In your first few months at GXE, you will build a strong understanding of our investor onboarding workflows, compliance requirements, and internal systems, including CRM platforms, DocuSign, investor portals, and operational trackers. You will quickly become confident managing onboarding tasks with a high level of accuracy and professionalism, responding to investor queries in a timely manner, maintaining organised records, and proactively seeking clarification when needed. By the three-month mark, you will be 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.

As you continue to grow in the role, you will take ownership of a portfolio of investor onboarding and support cases while handling more complex investor structures, compliance documentation, and operational processes. You will contribute to improving workflows, templates, and reporting processes, while building strong relationships across operations, compliance, and investment teams. Over time, you will become a trusted member of the team known for delivering accurate, timely work, exercising strong judgment, maintaining an exceptional investor experience, and contributing to the ongoing scalability and operational excellence of GXE’s private markets platform.

The team:

You will be reporting to our Manager, Client Operations - Michael Wannouch.

Key Skills & Experience

• 1–3 years’ experience in investor/customer service, fund administration, financial services, or operations

• Strong attention to detail and organisational skills

• Excellent written and verbal communication skills

• Ability to manage multiple priorities and meet tight deadlines

• Proficiency in Microsoft Office (especially Excel and Outlook)

Benefits

At GXE, we are proud to provide an environment that encourages and celebrates innovation, collaboration and success. We are dedicated to creating an inclusive workplace that values and respects each employee’s unique talents and perspectives.

We are committed to providing our employees with the necessary resources to excel. We offer competitive salaries, comprehensive benefit packages, and opportunities for professional development and career growth.

At GXE, each employee is an integral part of our success. We strive to create a work environment that promotes respect, trust and collaboration. We recognise that each employee has unique talents, experiences and perspectives that contribute to the success of our company.