Business Development Associate - Funds Management Distribution

About the role

A highly regarded investment management business in Melbourne is recruiting a Business Development Associate to support an experienced private clients leader. You will drive business development initiatives, manage client and prospect activity and help deliver results for clients across the private clients channel. This is a full-time position aimed at people building a long-term career in funds management distribution, business development and relationship management.

Key responsibilities

• Research and identify prospective clients and distribution opportunities
• Maintain accurate client and prospect information in the CRM system
• Help manage the sales pipeline and track opportunities
• Prepare briefing notes, meeting materials and follow-up actions
• Respond to client and prospect enquiries promptly and professionally
• Support client meetings, conferences, roadshows and industry events
• Prepare reports on pipeline activity, fund flows and market developments
• Coordinate responses to RFPs, RFIs and Due Diligence Questionnaires (DDQs)
• Assist with pitch presentations, client proposals and marketing materials
• Gather information with investment, operations, compliance and legal teams and keep client-facing materials accurate and up to date

Required profile

• 1-4 years' experience in funds management, wealth management, financial advice, banking, consulting or broader financial services
• Tertiary qualification in Finance, Economics, Commerce, Business or a related discipline
• Interest in investment markets and a general understanding of asset classes, managed funds and investment products
• Progress towards CFA, CAIA or another relevant qualification is advantageous but not essential

Required skills

• Strong written and verbal communication skills and attention to detail
• Proactive, client-focused approach and ability to build relationships while managing competing priorities
• Strong Microsoft Excel and PowerPoint skills
• Experience with Salesforce or a similar CRM platform is viewed favourably

The recruiter states there is a clear pathway into a future Business Development Manager or Relationship Manager role. Candidates can apply through the recruiter's website.