ANZ Institutional: Early-Career Business Associate

Wellington Management Global; Sydney; Hybrid; AUD 60,000 - 80,000; Full time

Job summary

Wellington Management invites applications for a Business Associate (Early Career) within its ANZ Institutional team in Sydney. This entry-level role supports growth and strengthens client relationships by coordinating with Business Developers, Relationship Managers and Relationship Analysts.

You will assist with client materials, meetings, RFIs, and RFPs, maintain client data in CRM/Salesforce, and collaborate across the firm to meet client expectations.

Qualifications

• Recent graduate or up to 1 year of relevant professional experience (internships ok).
• Strong verbal and written communications.
• Ability to prioritise work and manage time effectively in a fast-paced setting.
• Interest in applying AI and digital tools to enhance productivity and outcomes.
• Bachelor's degree in a relevant discipline; CFA would be preferable.
• Proficiency in Bloomberg and MS Office (Word, Excel, PowerPoint).

Responsibilities

• Support client and business development activities with meeting materials and RFPs.
• Coordinate with BD, RMs and RAs to service clients and grow relationships.
• Maintain client data in CRM systems and Salesforce.
• Assist with information requests and timely delivery of reports.
• Help with meeting logistics and project coordination for the ANZ Institutional team.
• Collaborate with internal stakeholders to meet client expectations.

Skills

Effective communication

Time management

Team collaboration

Analytical thinking

Problem solving

Interest in AI/tools

Education

Bachelor's degree in a relevant discipline

CFA candidate (preferred)

Tools

Bloomberg

MS Office (Word, Excel, PowerPoint)

Job description

Wellington Management invites applications for a Business Associate (Early Career) within its ANZ Institutional team in Sydney. This entry-level role supports growth and strengthens client relationships by coordinating with Business Developers, Relationship Managers and Relationship Analysts.

You will assist with client materials, meetings, RFIs, and RFPs, maintain client data in CRM/Salesforce, and collaborate across the firm to meet client expectations.