Asset Management - Australia and New Zealand Sales Support - Associate

J.P. Morgan; Council of the City of Sydney; On-site; AUD 70,000 - 90,000; Full time

Job summary

A leading global asset management firm in Sydney is seeking a Sales Support Associate to assist the Institutional Sales Team. The role involves CRM maintenance, preparing reports, and coordinating client communications. Ideal candidates will be university graduates in Business Finance or related fields with analytical skills and team spirit. Knowledge of investment products and tools like Bloomberg and Salesforce is essential. This position offers opportunities to work in a dynamic environment and support key business strategies.

Qualifications

• Experience in the financial industry is preferred.
• Demonstrated understanding of investment products is required.
• Ability to meet strict deadlines and adapt to changing priorities.

Responsibilities

• Support the sales strategy delivery and CRM maintenance.
• Prepare business, product, and market reports.
• Coordinate with other areas to handle client enquiries.

Skills

Analytical skills

Planning and time management

Attention to detail

Communication skills

Teamwork

Education

University graduate in Business Finance or related discipline

Tools

Morningstar Direct

Bloomberg

Salesforce

Job description

J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions. Our investment professionals are located around the world, providing strategies that span the full spectrum of asset classes. As one of the largest asset managers in the world, with US$ 4.0 trillion assets under management (as of 30 September 2025), we provide global market insights and a range of investment capabilities that few other firms can match. The Australia and New Zealand Institutional Business markets investment products to Super Funds, Asset Managers, Financial Institutions, Insurers and Sovereign Wealth Funds.

As a Sales Support Associate, you will report to the co-leads of the Institutional Sales Team to support the Institutional Sales team in various aspects – 1) by supporting the sales strategy delivery; 2) CRM maintenance, including data quality, metrics and analysis; 3) research support & data analysis. You will work closely with the sales support resources in Sydney and India to provide support to the Sales team.

Job Responsibilities

• Prepare and disseminate business, product and market reports / analysis and to ensure that the documents are cleared for external dissemination.
• Coordinate and collaborate with other functional areas to handle client enquiries, RFI/RFP and assist with onboarding.
• Assist the Sales team, booking appointments and preparing for client meetings and follow up on client information requests
• Assist with logistics for client roadshows (onshore and offshore) and coordinate with internal parties for all related materials.
• Maintain records and various logs for the sales team. Understand internal procedures and control framework.
• Assist input of call reports.
• Take part in data management, creating client campaigns through CRM. Provide support for rating and segmentation of client data.
• Perform competitor analysis (positioning of strategies vs competitors).
• Manage and analyse information including product flows and reports which identify sales opportunities.
• Prepare internal management reports for internal reporting purposes.
• Assist with client plans, competitor/product analysis and industry trends.

Required qualifications, capabilities and skills

• University graduate in Business Finance and/or related discipline with experience in financial industry
• Good analytical skills and can demonstrate a comprehensive understanding of investment products
• Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritise and set expectations of others accordingly)
• Strong attention to detail, time management and communication skills are required
• Team player, takes initiative to pre-empt what may be needed and required

Preferred qualifications, capabilities, and skills

• Preferably with Asset Management business background
• Experience in client service
• Knowledge in Morningstar Direct, Bloomberg and Salesforce