Business Associate, ANZ Institutional

UNKNOWN; Sydney; Hybrid; AUD 65,000 - 75,000; Full time

Job summary

Wellington Management, Sydney, seeks a Business Associate to support the ANZ Institutional team in fostering relationships with our institutional clients. This entry-level role focuses on client materials, RFPs/RFIs, and coordinating with Business Developers, Relationship Managers and Analysts.

You will help with routine information requests, maintain client data in CRM systems including Salesforce, and assist with meetings, logistics and deliverables.

Qualifications

• Recent graduate or candidate with up to one year of relevant professional experience.
• Ability to prioritize work and manage time effectively.
• Demonstrate excellent communications skills, both verbal and written.
• Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes.

Responsibilities

• Support the preparation and coordination of client and business development activities, including meeting materials, presentations, RFPs, RFIs and follow-up actions.
• Support implementation activities and ongoing client servicing requirements by coordinating with Business Developers, Relationship Managers and Relationship Analysts.
• Assist with routine information requests and client servicing activities by coordinating inputs from internal stakeholders and supporting timely delivery of information.
• Capturing and maintaining client data in relevant internal CRM systems and Salesforce.
• Build effective working relationships across the firm and collaborate with internal stakeholders to support client, operational and business activities.
• Develop an understanding of client priorities, Wellington's products and market developments, and share relevant information with internal teams as appropriate.
• Support the operational, administrative and project coordination activities of the ANZ Institutional team, including meeting logistics, workflow management, documentation and tracking of key deliverables.
• Other tasks and projects assigned by the team.

Skills

Analytical thinking

Team collaboration

Strong communication

Interest in AI/digital tools

Education

Bachelor's degree in a relevant discipline

Tools

Bloomberg

Microsoft Office (Word/Excel/PowerPoint)

Job description

WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

The position We are looking for a Business Associate(“BA”) within our Institutional business channel. This is an entry level role within the Australia and New Zealand(“ANZ”) Team and will work alongside our Institutional team in supporting growth and strengthening relationships with our institutional clients.

Responsibilities

Key responsibilities for the BA alongside other team members would include, but not limited to:

• Support the preparation and coordination of client and business development activities, including meeting materials, presentations, RFPs, RFIs and follow-up actions
• Support implementation activities and ongoing client servicing requirements by coordinating with Business Developers, Relationship Managers and Relationship Analysts
• Assist with routine information requests and client servicing activities by coordinating inputs from internal stakeholders and supporting timely delivery of information
• Capturing and maintaining client data in relevant internal CRM systems and Salesforce
• Build effective working relationships across the firm and collaborate with internal stakeholders to support client, operational and business activities
• Develop an understanding of client priorities, Wellington's products and market developments, and share relevant information with internal teams as appropriate
• Support the operational, administrative and project coordination activities of the ANZ Institutional team, including meeting logistics, workflow management, documentation and tracking of key deliverables
• Other tasks and projects assigned by the team

Qualifications

The successful candidate will have a passion for learning about global capital markets. Interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical/ problem-solving orientation are required. The successful candidate should be organized and pay strong attention to details. Candidates should possess a demonstrable track record of achievement through academic study, internships and early professional experience together with the capacity for differentiated thinking, strong work ethic and willingness to work with others. This position will require the ability to work in a fast-paced and team-oriented environment, where priorities may change frequently, and deadlines often need to be met under significant time pressure.

Other required qualifications include:

• Recent graduate or candidate with up to one year of relevant professional experience, ideally gained through internships or roles in investment management, financial services, or a related field
• Ability to prioritize work and manage time effectively
• Demonstrate excellent communications skills, both verbal and written
• Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes
• Strong academic credentials, including a Bachelor's degree in a relevant discipline
• An interest in pursuing further professional qualifications, such as a CFA would be preferable
• Proficiency in Bloomberg, Microsoft Office, specifically in Word, Excel and PowerPoint

Job Details

JOB TITLE Business Associate, ANZ Institutional JOB FAMILY Campus LOCATION Sydney

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit https://www.wellington.com/en/