Job Description

ABOUT ORDE FINANCIAL

ORDE is a leading Australian non-bank mortgage lender and asset manager based in
Melbourne.

Since 2020, ORDE has funded more than $10b in loans, built assets under management to over $5bn, issued $3bn of RMBS term deals, employed over 180 people and won national awards.

Our residential and commercial mortgage loans are originated through mortgage brokers, and ORDE’s culture is founded on servicing partner relationships and delivering outstanding solutions.

We have a clear purpose and culture - our strategy is to build a strong customer led business based on future opportunities, by always delivering consistently exceptional results and by doing what we do efficiently, honestly and fairly, with exceptional team and people values.

ABOUT THE ORDE INCOME FUND

We have recently launched the ORDE Income Fund (the Fund). The Fund is a registered retail managed investment scheme investing in Australian mortgage assets. It offers a 12-month pooled mortgage investment product which is unlisted and open-ended. The product delivers a significantly improved investor proposition to established market precedents.

The Fund is intended to become a key pillar of ORDE and the leading public expression of ORDE as both a non-bank lender and Australia’s highest quality asset manager within its asset class.

The Fund now exceeds $100m in funds under management and is scaling though early-stage capital raising, with a full retail launch pending

Investment objectives for the Fund are to:

• Generate a steady, monthly cash income return for investors, from a diversified portfolio of loans, secured by first registered mortgages over Australian real property;

• Substantially outperform the RBA cash rate + 1.65% p.a. over all periods. Current performance is RBA cash rate + 2.90% p.a

• Preserve investor capital.

Fund business operating structure:

• ORDE’s Fund team focuses on investor relationships, fund raising, portfolio management, partner relationships, governance and compliance. Other functions relevant to the Fund, such as asset origination are provided by specialised divisions of ORDE.

• An exceptional Income Fund team of five members is already in place, including Head of Wealth Distribution, Head of Product and Portfolio and Fund Operations Manager.

Key responsibilities of Chief Investment Officer include:

• Deliver and maintain the Fund’s investment strategy and objectives.

• Oversee all operational aspects of the Fund, including portfolio performance, liquidity management, distribution activities, governance and compliance.

• Lead the development and execution of the Fund’s business and distribution strategy to drive growth in Funds Under Management (FUM) through staged, multi‑channel distribution across intermediary (primarily financial adviser) and direct retail channels.

• Collaborate closely with the CEO and Head of Wealth Distribution to articulate the Fund’s value proposition to investors, strategic partners and intermediaries;

• Build and enhance ORDE’s reputation and performance as a leading asset manager in low‑risk, high‑performance retail credit.

• Provide input into the ongoing evolution of fund operations, governance and strategy, with a strong focus on asset quality, investor fidelity and regulatory best practice.

• Collaborate closely with the Chief Marketing Officer and Marketing team to elevate ORDE’s brand, public profile and credentials within the private credit and asset management sector.

• Monitor and assess economic, regulatory and market developments that may impact the Fund’s performance or risk profile.

• Provide commentary on private credit, market dynamics, risk factors and opportunities.

Committees & Governance:

• Work closely with two Managing Directors and membership of Executive Committee (EXCO).

• Manage governance processes and relationships with ORDE’s Responsible Entity Board, including reporting, approvals and quarterly meetings.

• Serve as a member of the ORDE Income Fund Investment Committee, ensuring high‑quality analysis and information is provided to support independent decision‑making.

• Serve as a member of the Audit & Risk Committee (management).

• Work closely with the ORDE Pricing Committee to manage Fund performance, pricing and distributions, including reporting and committee participation.

Essential
experience and skills required:

• A Senior investment leader with deep
  experience in funds management, portfolio management and private credit/high
  yield strategies, including growing funds under management, products and
  investor registers, and delivering strong investor outcomes;

• Highly credible market operator with
  a strong personal profile in the investment management community, particularly
  among investors seeking alternative yield products; an effective external
  ambassador for the ORDE brand;

• Strategic and commercial executor who
  clearly defines and articulates investment mandates, risk profiles and product
  propositions, and drives results through strong people, process and cross
  functional leadership; and

• Technically strong and values led
  professional, with relevant tertiary qualifications, a proven high yield track
  record, excellent communication and presentation skills, experience leading
  funds management and distribution teams, and a reputation for ethical and
  commercial decision making.