About Pinnacle Investment Management

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

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$195 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.

About You

We are seeking a motivated and enthusiastic professional to join our team
You will have an eye for detail, an ability to adapt and be confident planning and managing your own workload
You will have a passion for providing excellent client service and operational support to the Retail Distribution team
You will understand the value of technology and bring insights into how it can improve efficiencies and collaboration across the business

Key Responsibilities

Coordinating responses to Request for Proposal (RFP) requests, which may include requests for information around ESG, investment performance, and operational processes – this will involve seeking input from other team members or stakeholders as required
Setup and maintenance of our CRM reporting system (Salesforce)
Collate and present data and sales data-driven insights using various sources including the Pinnacle database, CRM, and third-party systems such as Morningstar Direct.
Identifying improvements to our current reporting and operational processes and implementing them
Providing back-up on other functions including fund administration, implementation of our approach to ESG, compliance, and monitoring of processes around new clients and investments
Ad hoc projects and business support, as required

You Will Work Closely With Our Business Development Managers, You Will Be Delivering Real Value To The Retail Distribution Team. In Order To Do So, You Will Need

Completed or in the final stages of a university degree in Finance, Economics, Commerce or other relevant discipline or have equivalent industry experience
Previous experience in the funds management industry will be highly regarded
Excellent attention to detail and accuracy
Excellent written, numerical and verbal communication skills, with the ability to relate to people at all levels
Strong interest or experience in the understanding of business processes
Ability to manage and prioritise work autonomously
Ability to build and develop strong relationships
Be an Australian PR or an Australian citizen

You will thrive in a high performance, collaborative environment, displaying an unwavering focus on delivering quality outcomes for the business and its stakeholders. You will be adept at managing and building relationships both within the business and externally. Managing multiple concurrent deliverables comes naturally.

In return for your drive and focus, the successful applicant will be exposed to excellent opportunities for career development.

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