Business Associate, ANZ Institutional
Core
Entry-level support role for the ANZ 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 Australia and New Zealand
Domain
Global capital markets / Investment management
Deliverable
client delivery
Required skills
Client data management, CRM proficiency (Salesforce), meeting coordination, RFP/RFI support, stakeholder collaboration, time prioritization, written and verbal communication, Bloomberg proficiency, Microsoft Office (Word, Excel, PowerPoint)
Preferred skills
CFA interest, AI/digital tools application
Technologies
Salesforce, Bloomberg, Microsoft Office
Responsibilities
Coordinate client and business development activities including meeting materials and presentations; support implementation and ongoing client servicing; capture and maintain client data in CRM systems; assist with routine information requests; collaborate with internal stakeholders; support operational and project coordination activities
Seniority
Entry-level, recent graduate or <1 year experience