Business Associate, ANZ Institutional
Core
Entry-level support role for the Australia and New Zealand Institutional investment management team, assisting in client servicing, business development coordination, and operational activities.
Role type
Entry-level Business Associate (Institutional Sales Support)
Builds
Client servicing support, business development materials, and operational workflows for institutional clients in ANZ
Domain
Global Capital Markets / Investment Management
Deliverable
client delivery
Required skills
Client data management, CRM proficiency, meeting coordination, stakeholder collaboration, time prioritization, written and verbal communication, proficiency in Bloomberg and Microsoft Office
Preferred skills
Interest in AI and digital tools, CFA interest
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; manage meeting logistics and workflow tracking.
Seniority
Entry-level, recent graduate or <1 year experience