Business Management Associate

2 weeks ago


Sydney, Australia CLSA Full time

Business Management Associate (12 Months Contract), Institutional Equities

**Position Description**:
**Key Areas of Responsibilities**:

- Conduct extensive reporting and analysis with a focus on Institutional Equities revenues & service inputs
- Analyse and identify trends and growth opportunities using internal/external data and in partnering with sales, trading, corporate access and research departments
- Provide accurate and timely data required for periodic and ad hoc client reporting and due diligence requests.
- Support the local management team utilizing your analytical and project management skillset Co-ordinate client reviews with investment teams, ensure transparency and communication to the wider team and
- up on action items with Sales, Research and Trading.
- Co-ordinate the institutional client on-boarding process for Australia (Equities and IB)
- Develop and maintain critical relationships with a wide variety of internal front office departments including Sales & Trading, Research Heads, Corporate Access and Operations teams.

**Requirements**:

- Be graduate degree qualified with 3+ years' experience in financial services, ideally gained from working in the finance industry.
- Finance experience is preferred, but not essential.
- High proficiency in Microsoft Office (Excel, Word, PowerPoint).
- Demonstrable examples of being pro-active in delivering process improvements and insights to drive bottom line outcomes.
- Demonstrate a solid understanding of the institutional market, superannuation and industry funds, as Well as the global investment management industry including markets, industry trends and regulatory environment
- Have proven analytical and numeracy skills with a high attention to detail.
- Be a fast learner with an ability to adapt to new systems and processes
- Be self-motivated and able to work independently on various projects as well as part of a team
- Be well organised, accurate, conscientious and resilient and strong attention to detail and accuracy
- Able to demonstrate excellent written and verbal communication skills, particularly with regards to presenting analytics at a management level

Not the right fit?

Job ID JR000625


  • Associate

    4 days ago


    Sydney, Australia LGT Crestone Wealth Management Full time

    Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...


  • Sydney, Australia BNP Paribas Asset Management Full time

    Position Purpose The role of Business Development Associate is to provide support to the BNP Paribas Asset Management institutional and wholesale distribution teams in Australia. Key Responsibilities Account Planning and Sales Strategy - Assist with the development of account plans for selected clients and prospects - Assist with the development of sales...

  • Associate Director

    2 weeks ago


    Sydney, Australia Bespoke Career Management Full time

    **Sector**:Architecture - **Job Ref**:61152 **About this role**: A National multi-disciplinary studio is looking for a senior leader - Associate Director. **Primary Responsibilities** The Associate Director's role is to lead and manage the successful execution of assigned projects whilst maintaining high levels of design intent and technical excellence....

  • Associate

    2 days ago


    Sydney, New South Wales, Australia LGT Crestone Wealth Management Limited Full time $104,000 - $130,878 per year

    LGT Crestone was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.With a shared passion for building an uncompromised business – we created something new from the ground up.  A chance to leave behind the things that weren't working, while...


  • Sydney, Australia Bespoke Career Management Full time

    **Sector**:Architecture - **Job Ref**:61956 **About this role**: An Associate, you’ll be working with other seniors and clients on key projects. This role will have a particular focus on the public projects.**Key Responsibilities** - Shaping and influencing the design aspects of public/ civic projects - Associate level, confident team leader on multiple...


  • Sydney, Australia Lonsec Full time

    **We’re seeking a dynamic and motivated Business Development Associate to join our team in Sydney or Melbourne. This is your chance to build meaningful relationships across the investment industry and help drive growth.** **About Lonsec** Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers,...


  • Sydney, Australia Institutional Shareholder Services Full time

    Overview The Rainmaker Group has an established reputation as being the leading providers of information to the financial services industry. We are viewed as thought leaders and our services utilised to connect different sectors of Wealth Management in assisting clients with their industry intelligence, marketing and distribution capabilities. Due to an...


  • Sydney, New South Wales, Australia myGwork - LGBTQ+ Business Community Full time $120,000 - $180,000 per year

    This job is with Kennedys, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Kennedys is seeking a highly motivatedSenior Associate or Associateto join our busy commercial litigation practice based in either our Sydney, Melbourne or Brisbane...

  • Associate Adviser

    6 days ago


    Sydney, Australia LGT Crestone Wealth Management Full time

    Min Experience- 3 yearsYour team - Directly working with an Investment Adviser(s) and an Associate. - Working as part of the broader Front Office team Your Role - Developing bespoke new client presentation and new business pitch material - Editing and writing investment advice updates for sharing with clients - Leading client driven research matters,...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentAn exceptional new role as a Business Development Associate has become available with our client supporting a senior sales manager. Our client is an exceptional employer with a highly educated workforce and a stable environment that offers career progression regardless of fluctuations in financial markets. The salary on...