ANZ Institutional Business Associate - Hybrid/Remote

Wellington Management; Sydney; On-site; AUD 60,000 - 90,000; Full time

Job summary

Wellington Management is seeking a Business Associate to join the ANZ Institutional team in Sydney. The role focuses on supporting growth, client relationships, and internal collaboration with BDs, RMs and RAs.

You will engage in preparing materials, coordinating client activities, and maintaining data in CRM systems while learning about global capital markets within a supportive, team-based environment.

Qualifications

• Recent graduate or candidate with up to one year of relevant professional experience in investment management or related field.
• Ability to prioritise work and manage time effectively
• Demonstrate excellent communications skills, both verbal and written
• Interest in applying AI and digital tools to enhance productivity and client outcomes
• Strong academic credentials, Bachelor’s degree; CFA preferable

Responsibilities

• Support preparation and coordination of client and business development activities: materials, presentations, RFPs and follow-up actions.
• Coordinate with BD, RM and RA to support client servicing and information delivery
• Gather inputs from internal stakeholders to ensure timely delivery of information
• Capture and maintain client data in CRM systems and Salesforce
• Develop relationships across the firm to support client, operational and business activities
• Understand client priorities, Wellington’s products and market developments, and share insights with teams
• Support ANZ Institutional team coordination: meeting logistics, workflow, documentation and tracking
• Perform other tasks and projects as assigned

Skills

Analytical

Communication

Teamwork

Time management

AI tools interest

Education

Bachelor's degree

CFA preferred

Tools

Bloomberg

MS Office

Job description

Wellington Management is seeking a Business Associate to join the ANZ Institutional team in Sydney. The role focuses on supporting growth, client relationships, and internal collaboration with BDs, RMs and RAs.

You will engage in preparing materials, coordinating client activities, and maintaining data in CRM systems while learning about global capital markets within a supportive, team-based environment.