Business Associate (Early Career)
Core
Entry-level Business Associate supporting growth and client relationships for Wellington Management's Institutional business in Australia and New Zealand.
Role type
Entry-level Business Associate (Institutional Sales Support)
Builds
Client servicing, business development support, and operational coordination for institutional clients in ANZ.
Domain
Asset Management / Institutional Sales
Deliverable
product features
Required skills
Client relationship support, CRM management (Salesforce), presentation preparation, data coordination, time management, analytical problem-solving, written and verbal communication, proficiency in Bloomberg and Microsoft Office.
Preferred skills
CFA interest, AI and digital tools application.
Technologies
Salesforce, Bloomberg, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Support preparation and coordination of client and business development activities; assist with routine information requests and client servicing; capture and maintain client data in CRM systems; coordinate with Business Developers, Relationship Managers, and Relationship Analysts; support operational and administrative activities including meeting logistics and workflow management.
Seniority
Entry-level, recent graduate or <1 year experience