About Pinnacle Investment Management

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$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.

Our values of Client Focus, Honesty and Integrity, Innovation and Empowerment guide all our actions. We continually invest in our people and develop them to help reach their potential through extensive on-the-job training.

What We Offer

• Exposure to a broad range of leading investment managers and listed investment products.
• A collaborative, high-performance environment with direct access to senior leaders.
• Ongoing professional development and learning opportunities.
• The opportunity to play a meaningful role in the growth of Pinnacle’s listed products business.
• A flexible and supportive workplace focused on long-term career development.

About Pinnacle’s listed funds business

Our affiliate managers have 22 listed products across Australian and global equities, fixed income and private markets. The total assets in these listed products is in excess of $10bn, making Pinnacle the largest issuer of actively managed listed funds in Australia. The plan is to grow this listed fund range in Australia as well as select offshore markets.

About the role

As Pinnacle continues to expand its listed product offering, we are seeking an Associate, Listed Products to support the growth and market positioning of our ETF and listed funds range.

This role will act as a key support role for the existing listed products team. The new role will involve being a go-to-market campaign driver for listed products, helping to ensure new product launches receive dedicated focus while maintaining strong engagement and momentum across Pinnacle's existing ETF range. In addition to being part of the Listed Products team, you will working closely with the broader Pinnacle Product, Marketing and national Retail Distribution teams as well as the Pinnacle affiliate managers. You will coordinate product campaigns and develop market insights (including competitor analysis) to enable efficient launch and capital raising by the distribution team for new and existing product. You will also be involved in the prospecting for new clients and sales planning for existing clients to broaden out Pinnacle's coverage of listed fund investors.

You will work alongside Pinnacle’s group of other associates in retail distribution, learning together about best practice in sales and marketing, including the use of Pinnacles sales systems and processes.

This is an excellent opportunity for a commercially minded individual seeking exposure to product strategy, distribution, marketing and investment management within a growing listed funds business.

What you'll do

• Support the successful launch and growth of Pinnacle's ETF and listed products through market research, competitor analysis, product positioning and go-to-market planning and launches.
• Develop and execute marketing and distribution initiatives that drive awareness, engagement and fund growth across both new and existing listed products.
• Partner with Pinnacle's national retail distribution team to coordinate campaigns, adviser engagement activities and sales enablement resources across broker and adviser channels.
• Produce market insights, campaign reporting and competitive analysis to support product strategy, distribution priorities and coverage expansion.
• Build strong relationships across Distribution, Marketing, Product and Affiliate teams to ensure the effective delivery of strategic growth initiatives.

Qualifications

• 2+ experience within investment management, financial services, product management, marketing, distribution or capital markets.
• Exposure and/or ownership of ETF new product launches and campaigns is preferred.
• Strong project management and organisational skills.
• Highly developed written and verbal communication skills.
• Commercial awareness and an interest in financial markets and investment products.
• Ability to manage multiple concurrent projects and stakeholders.
• Strong analytical skills with the ability to interpret market and competitor information.
• A proactive and entrepreneurial mindset with a willingness to generate and implement new ideas.
• Strong academics and tertiary qualifications in Commerce, Finance, Economics, Marketing or a related discipline.