Investor Support Analyst
GXE
| Company | GXE |
| Category | Finance |
| Location | Melbourne |
| Remote | On-site (inferred) |
| Employment | Full-time |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 27 Jul 2026 |
| Last verified | 2 Aug 2026 |
| Source | Employer ATS (workable) |
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 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 ca