Property Portfolio Strategist
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 AreaMetricTarget
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
Curious to know more about the role?
Here is a video from Arjun, our Founder, and Adrian, our Senior Portfolio Strategist to explain:
Property Portfolio Strategist
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 AreaMetricTarget
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
Curious to know more about the role?
Here is a video from Arjun, our Founder, and Adrian, our Senior Portfolio Strategist to explain: