Sales Operations Associate

Vor 3 Tagen

Council of the City of Sydney, Österreich Pinnacle Investment Management Group Vollzeit

Sales Operations Associate Join to apply for the Sales Operations Associate role at Pinnacle Investment Management Group Pinnacle Investment Management Group Limited (ASX : PNI) is a leading Australian-based multi‑affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world‑class investment management firms. Pinnacle currently consists of nineteen investment management firms that collectively manage over A$195 billion in assets across a diverse range of asset classes. Our affiliated managers operate autonomously, in line with our philosophy that 'supported independence' is an essential ingredient in sustaining investment excellence and business resilience over the long term. About You We are seeking a motivated and enthusiastic professional. You will have an eye for detail, an ability to adapt and be confident planning and managing your own workload. You will have a passion for providing excellent client service and operational support to the Retail Distribution team. You will understand the value of technology and bring insights into how it can improve efficiencies and collaboration across the business. Key Responsibilities Coordinating responses to Request for Proposal (RFP) requests, which may include requests for information around ESG, investment performance, and operational processes – this will involve seeking input from other team members or stakeholders as required. Setup and maintenance of our CRM reporting system (Salesforce). Collate and present data and sales data‑driven insights using various sources including the Pinnacle database, CRM, and third‑party systems such as Morningstar Direct. Identifying improvements to our current reporting and operational processes and implementing them. Providing back‑up on other functions including fund administration, implementation of our approach to ESG, compliance, and monitoring of processes around new clients and investments. Ad hoc projects and business support, as required. Requirements Completed or in the final stages of a university degree in Finance, Economics, Commerce or other relevant discipline or have equivalent industry experience. Previous experience in the funds management industry will be highly regarded. Excellent attention to detail and accuracy. Excellent written, numerical and verbal communication skills, with the ability to relate to people at all levels. Strong interest or experience in the understanding of business processes. Ability to manage and prioritise work autonomously. Ability to build and develop strong relationships. Be an Australian PR or an Australian citizen. Employment Details Seniority level : Entry levelEmployment type : Full‑timeJob function : Sales and Business DevelopmentIndustry : Investment ManagementLocation : Sydney, New South Wales, Australia Compensation A$80, A$120, per annum. #J-18808-Ljbffr

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