Caruso is the AI-native fund administration platform for private markets. We replace legacy systems with modern software and integrated services, helping fund managers save time, impress investors, and grow AUM.
Since launching just over two years ago, Caruso has grown to $50B+ in assets, 500+ funds, and 75,000+ investors on the platform. We're growing 4x year-on-year, backed by committed investors, and expanding fast across Australasia and the United States.
Learn more at getcaruso.com.
The Opportunity
As Caruso's Fund Admin Services team grows, so does the volume of investors and advisers relying on us every day. We're hiring an Investor Response Specialist to be the first point of contact for investors and financial advisers across our client funds, ensuring every query is handled with accuracy, speed, and professionalism.
This is a client-facing role at the heart of Caruso's investor services operation. You'll manage inbound queries, triage and route requests to the right internal team, and help maintain the high standard of communication that sets Caruso apart from traditional fund administrators. You'll report to the Head of Investor Experience and work closely with the transactions and operations team day to day.
What you'll do:
- Respond to investor and adviser queries across email and other channels, providing timely, clear, and professional answers.
- Triage incoming requests, resolving straightforward queries directly and routing more complex transactions or operational matters to the right team with full context.
- Manage and maintain the investor communications queue, keeping it accurate, current, and well-prioritised.
- Build and maintain deep knowledge of the funds and investor structures you support, so you can answer queries confidently and accurately.
- Assist with investor correspondence including distribution notices, statement requests, and general fund updates.
- Support the onboarding of new investors by helping coordinate documentation and responding to application queries.
- Identify recurring query themes and surface them to the team as opportunities to improve processes or investor communications.
- Collaborate with the transactions and operations team to ensure seamless handoffs and a consistent investor experience.
What we're looking for:
- Some experience in fund administration, unit registry, investor services, or a financial services operations role. We're open to candidates early in their careers with the right foundation.
- Strong written communication skills. You can draft a clear, professional response quickly and represent Caruso well in every interaction.
- Detail-oriented and organised, able to manage a busy inbox without letting anything slip.
- A calm, client-focused approach. You stay composed under pressure and keep the investor experience front of mind.