Associate, Operations

15 hours ago

Sydney, New South Wales, Australia Pinnacle Investment Management Group Full time $80,000 - $90,000 per year

About the Company

Pinnacle Investment Management Group Limited (Pinnacle Services Administration Pty 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 eighteen investment management firms that collectively manage over A$179 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.

Key Responsibilities:

  • Support day-to-day operational activities across Pinnacle's network of investment affiliates;
  • Maintain a working knowledge of various asset classes and global financial markets to assist affiliates in fund operations;
  • Facilitate operational setup and support when affiliates expand into new asset classes or markets;
  • Liaise with institutional clients and investors, preparing detailed due diligence and RFI (Request for Information) reports;
  • Lead the optimisation of operational due diligence processes by implementing Dasseti, an AI-based due diligence platform, across all affiliates;
  • Collaborate with Finance Transformation initiatives to improve internal processes and systems;
  • Conduct market research using platforms such as Bloomberg and S&P Capital IQ to support investment operations; and
  • Perform accounting-related tasks using Xero and maintain financial documentation.

Desired Skills and Experience:

  • Tertiary qualifications in Finance, Commerce or related discipline with above average academic results;
  • Ability to quickly extrapolate key issues and resolve complex problems;
  • Experience in financial operations within investment management or financial services;
  • Hands-on experience via internship or similar in mid-market firms with a focus on deal structuring, financial modelling, and client engagement;
  • Possess strong communication and interpersonal skills;
  • Exposure to Bloomberg financial tools; and
  • Proficient in Microsoft Office Suite, with strong Excel and PowerPoint skills for reporting and presentations.

The salary range for this position is $80,000-90,000 + super.

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