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ABOUT INVESTORKIT
InvestorKit is a premier buyers agency in Australia, renowned for its data-driven approach and high-performance culture. We specialise in helping clients achieve their financial goals through strategic property investments backed by comprehensive market analysis and insights. Our team is dedicated to delivering exceptional results and exceeding client expectations by leveraging cutting-edge technology and industry expertise.
ABOUT THE ROLE
As a Portfolio Strategist at InvestorKit, your role is to guide clients in building high-performing property portfolios through strategic planning and expert support. You are responsible for conducting comprehensive portfolio mapping sessions, crafting buyer briefs in collaboration with brokers and acquisitions, and offering tailored advice that aligns with clients’ long-term financial goals.
Your performance directly impacts our clients’ outcomes and repeat business, making you a critical link in the InvestorKit service experience. You manage the journey from strategic planning through to the signed and paid agreement milestone, ensuring clients feel educated, supported, and confident in their decisions.
The Portfolio Strategist plays a dual role—part educator, part strategist—delivering clarity to complex property journeys while identifying when clients are ready to re-engage or scale.
Location: Remote (Australia-based)
KEY RESPONSIBILITIES
The responsibilities outlined below represent the core expectations of your role. These may evolve over time as the needs of the business grow and change, and we expect you to adapt in step with those shifts. As a team member at InvestorKit, you’re also expected to actively uphold our values, contribute to our mission, and make decisions that support our vision of becoming Australia’s leading buyers agency.
- Conduct high-quality portfolio mapping sessions tailored to each client’s goals and investment profile.
- Collaborate with brokers and acquisitions teams to generate accurate, actionable buyer briefs.
- Maintain detailed and up-to-date CRM records, including tasks, notes, and stage tracking.
- Provide timely and ongoing strategic guidance to existing clients to support repeat purchases.
- Identify upsell opportunities and transitions from strategy-only to full service, or commercial.
- Deliver professional communication across all stages of the client journey.
- Support clients through property rejections and nurture confidence in new opportunities.
- Ensure all key milestones are completed in alignment with InvestorKit’s service standards.
- Lead monthly client review sessions and maintain engagement throughout the lifecycle.
- Actively participate in team training, power sessions, and strategy forums.
The following Key Performance Indicators apply to your role for the 2025 financial year. These KPIS are reviewed regularly and may be adjusted at the discretion of senior leadership to reflect changes in business needs, performance, market conditions, or divisional capacity.
KEY PERFORMANCE INDICATORS
The following Key Performance Indicators apply to your role for the 2025 financial year. These KPIS are reviewed regularly and may be adjusted at the discretion of senior leadership to reflect changes in business needs, performance, market conditions, or divisional capacity.
QUANTITATIVE PERFORMANCE FRAMEWORK
These KPIs provide a clear and objective framework for performance measurement. They are designed to assess delivery on revenue targets, key behaviours, process compliance, and client experience outcomes.
| KPI Area | Metric | Target |
|---|---|---|
| Monthly Sign-Ups | Total net signed and paid clients per month | Meets or exceeds the monthly individual target as set by SLT. Net = considers any refunds in calculations. |
| CRM & Portal Accuracy | Tasks, notes, and stages maintained and up to date | 95%+ accuracy, updates within 24 hrs |
| Portfolio Accuracy | Up-to-date and accurate portfolio plans for all assigned clients | 100% of client portfolio plans updated and maintained within 24 hours of client interactions |
| Client Alignment & Strategic Influence | Number of clients requiring escalation or presenting repeated misalignment issues after initial portfolio presentation | <1 per month |
| Follow-Up Completion | Task, milestone and calendar completion | 100% adherence daily |
| Call Audit Quality | Evaluation of consultation, communication quality, strategic advisory, pitch structure and objection handling | Min. 1 audit/fortnight, passing score |
| Consultations | Maintain required volume and quality of Initial & review mapping sessions | Meets or exceeds the monthly individual consultation target as set by SLT. |
| Testimonials | % of clients providing a recorded advocacy statement (Podcast, YouTube, Video Interview) | Min. 1 per quarter |
| Engagement | Participation in training sessions, team meetings and coaching | 100% attendance, contribution and demonstrated application of feedback, knowledge and learnings |
| Collaboration with Acquisitions | Quality of client service, communication and responsiveness to Settlement Support, SPAA and research divisions | 100% within same-day response standard or next day if out of office hours, meets our minimum standard for communication |
Client-Centric Flexibility
At InvestorKit, our clients come first many of whom are busy professionals with limited availability during standard business hours. As a Portfolio Strategist, you’ll be expected to accommodate this by being available for scheduled calls or communications on weekends or after hours as part of your regular workflow. We structure team schedules to ensure coverage and flexibility, while also supporting work-life balance across the team.
Curious to know more about the role?
Here is a video from Arjun, our Founder, and Adrian, our Senior Portfolio Strategist to explain: