2 дня назад
Business Associate, ANZ Institutional
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Associate, ANZ Institutional (Investment Management): Supporting institutional business development and client servicing activities for the Australia and New Zealand team with an accent on client materials, RFPs, CRM data, and cross-functional coordination. Focus on organizing fast-paced workflows, maintaining service quality, applying AI and digital tools, and coordinating deliverables for institutional clients.
Location: Sydney, Australia; office-based four days per week with flexibility to work remotely one day per week
Company
is a private-partnership investment management firm providing research-driven solutions for institutional clients across global capital markets.
What you will do
- Support client and business development activities, including meeting materials, presentations, RFPs, RFIs, and follow-up actions.
- Coordinate implementation activities and ongoing servicing requirements with Business Developers, Relationship Managers, and Relationship Analysts.
- Manage routine information requests by coordinating inputs from internal stakeholders and supporting timely delivery.
- Maintain client data in internal CRM systems and Salesforce.
- Coordinate operational, administrative, and project activities, including meeting logistics, workflow management, documentation, and deliverable tracking.
- Develop knowledge of client priorities, investment products, and market developments while collaborating across the firm.
Requirements
- Recent graduate or candidate with up to one year of relevant professional experience, ideally in investment management, financial services, or a related field.
- Bachelor’s degree in a relevant discipline and strong academic credentials.
- Interest in global capital markets and investment management, with an analytical and problem-solving orientation.
- Strong written and verbal communication, organization, attention to detail, prioritization, and time-management skills.
- Proficiency in Bloomberg and Microsoft Office, particularly Word, Excel, and PowerPoint.
- Ability to work in a fast-paced, team-oriented environment with changing priorities and tight deadlines; interest in applying AI and digital tools is required.
Nice to have
- Interest in pursuing professional qualifications such as the CFA.
Culture & Benefits
- Collaborative culture that encourages independent thought and healthy debate.
- In-person interaction is emphasized as part of the working culture.
- Flexible hybrid arrangement with one remote workday per week.
- Diversified workforce and equal employment opportunity commitment.
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