About Pinnacle Investment Management

Pinnacle Investment Management is a leading investment management firm that partners with world-class affiliates to deliver exceptional outcomes for clients. Pinnacle currently consists of nineteen investment management firms that collectively manage $200 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

• Stewardship of client service (initial and ongoing)
• • Investor onboarding (separate accounts & pooled funds)
  • Work with institutional sales team in drafting and executing IMA’s with new clients.
  • administrator/custodian account set-up
  • co-ordinated handover to operational teams
• Respond to inbound requests and enquiries from clients and consultants
• • Data requests (performance, attribution)
  • Reports (eg. ESG, sustainability)
• Support of sales team
• • Provide support to the institutional sales team activity across all of Pinnacle’s affiliates
  • Improve sales tools (eg. Salesforce) and processes to enhance distribution productivity and the client experience
  • Salesforce data entry
  • Build bespoke reports/dashboard to drive productivity for the institutional sales team.
  • Maintain select investment manager databases for affiliates
  • Project manage the completion of all investment and operational due diligence questionnaires (DDQ)
  • Maintain RFI software for relevant affiliates
  • Execute on data and information requests on behalf of each institutional salesperson
• Prepare monthly affiliate sales pipeline reports ahead of each meeting
• Lead the production of peer analysis research using eVestment analytics
• Manage relationships with key service providers relevant to the institutional sales team
• Ensure presentations are prepared and made available to clients/prospects ahead of all external meetings
• Prepare pre-meeting agenda, prep notes ahead of all key client meetings to the relevant affiliate

What you'll do

• 3+ years relevant experience in an institutional or sales environment
• Degree in Finance, Business, Economics, Commerce or related discipline with excellent academic results
• Resilience, sincerity, tenacity and commitment to a long-term career with Pinnacle
• Commitment to delivering the highest quality investment solutions in a professional manner
• Strong communication and interpersonal skills
• Ability to work collaboratively with sales colleagues and affiliates.