Business Development Associate

About Pinnacle Investment Management

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$200 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. 

Some of our offerings include: 

• 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. 

About the Role 

• Build business relationships with financial advisors, with the opportunity to develop your own portfolio of clients; 

• Support a team of BDMs with their client servicing and Pinnacle events; 

• Work closely with Pinnacle’s best-in-class investment managers to promote their strategies to clients and stakeholders; 

• Assist in executing Pinnacle’s ‘go-to-market’ communications for marketing campaigns and events; 

• Contribute to providing a high-touch standard of service to Pinnacle’s retail adviser client base; 

• Learn and utilise Morningstar tools to provide comparisons and analysis of Pinnacle's funds with those already being used by advisers; 

• Learn about investment strategies and industry dynamics to be able to be able to contribute both internally as well as to advisers. 

 About You 

• A degree in either Commerce, Finance, Business or Economics with excellent academic results; 

• Experience in financial services and/or investment management; 

• Possess strong communication and interpersonal skills; 

• Ability to thrive in a high performance, collaborative environment; 

• Ability to manage multiple concurrent deliverables; 

• Commitment to delivering the highest quality investment solutions in a professional manner.