Sales Operations Associate

About Pinnacle Investment Management

• We offer a flexible, collaborative and supportive working environment
• We have a development oriented culture with a focus on learning
• We are a well-established business offering stability and growth
• Our Values of Excellence, Honesty and Integrity, Innovation and Empowerment guide our actions and areas of focus
• We offer a genuine opportunity to make a difference through a very flat operating structure, with direct access to senior management
• We offer paid volunteer leave and donation matching

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 to join our team
• 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

You will thrive in a high performance, collaborative environment, displaying an unwavering focus on delivering quality outcomes for the business and its stakeholders. You will be adept at managing and building relationships both within the business and externally. Managing multiple concurrent deliverables comes naturally.

In return for your drive and focus, the successful applicant will be exposed to excellent opportunities for career development.