Business Development & Client Service Associate (Asset Management)

Location: Sydney, New South Wales, Australia; hybrid work with at least 3 days per week on-site in the Sydney office

Company

Global systematic investment manager using advanced technology, rich datasets, and multidisciplinary expertise to support institutional and wealth management clients.

What you will do

• Build relationships with internal teams, institutional, wholesale, and retail clients, prospects, and consultants.
• Provide client service and sales support to the relationship management team.
• Schedule and track meetings, prepare presentations and client materials, and document follow-up actions.
• Oversee new account start-ups and closures while ensuring activities follow internal control and compliance requirements.
• Coordinate reporting requirements and maintain internal management systems.
• Work with global teams on consultant, researcher, and prospect RFPs and questionnaires.

Requirements

• Bachelor’s degree, preferably in Commerce, Business, Economics, or Accounting.
• 3–5 years of experience in financial services, preferably funds management.
• Strong written and verbal communication, analytical ability, organization, and attention to detail.
• Strong service orientation and the ability to respond quickly and professionally to client and team needs.
• Ability to work independently and collaborate effectively in a fast-paced environment.
• Interest in finance and ambition to pursue further study, such as the CFA.

Culture & Benefits

• Flexible hybrid work environment with regular collaboration in the Sydney office.
• Collaborative and intellectually curious workplace where diverse perspectives and innovation are encouraged.
• Strong employee benefits and a casual but focused office culture.
• Work with global teams across multiple locations.