Business Development Associate

Colchester Global Investors Limited; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Colchester Global Investors Limited is seeking a Business Development Associate in Australia and New Zealand to grow wholesale funds inflows. You’ll own relationships with an allocated panel of intermediaries, learn the firm’s investment philosophy, and represent Colchester credibly.

You will develop relationships with dealer groups, financial planners and platforms, support the 90-day sales plan, and participate in meetings and roadshows while gathering market insights to sharpen our sales

Qualifications

• Proven experience in asset management.
• Some experience with intermediary markets (dealer groups, financial planners, platforms).
• Confidence in cold calling and setting up sales meetings.
• Collaborative approach across regions and cultures.
• Strong emotional intelligence and ability to influence constructively.

Responsibilities

• Develop and maintain relationships with dealer groups, financial planners and platforms.
• Support the 90-day sales plan to identify, target and convert opportunities.
• Set up and participate in sales meetings and presentations, possibly with portfolio managers.
• Gather market feedback and competitor insights to sharpen sales focus.
• Help organise roadshows, events and quarterly webinars, and update marketing collateral.
• Follow up promptly after meetings and events and respond to client queries.

Skills

Asset management

Intermediary market

Cold calling

Cross-regional collaboration

Emotional intelligence

Investment concepts

Job description

Colchester is a global fixed income specialist. We’re looking for a Business Development Associate to help grow inflows into our Australian and New Zealand wholesale funds. You’ll work closely with the Head of Distribution, AU/NZ, building relationships with financial planners, dealer groups, platforms and HNW groups, and helping to convert opportunities into assets.

This is a hands-on role with real client contact. You’ll own relationships with an allocated panel of intermediaries and learn the firm’s investment philosophy in depth, so you can represent Colchester credibly.

What you’ll do

• Develop and maintain relationships with your panel of dealer groups, financial planners and platforms
• Support the 90-day sales plan to identify, target and convert opportunities
• Set up and take part in sales meetings and presentations, sometimes with portfolio managers
• Gather market feedback and competitor insight to sharpen our sales focus
• Help organise roadshows, events and quarterly webinars, and keep marketing collateral up to date
• Follow up promptly and professionally after meetings and events
• Prepare monthly client reporting and factsheets, and help respond to client queries and due diligence questionnaires

What you’ll bring

• Proven experience in asset management, with some knowledge of investment markets
• Some experience working with the intermediary market, including dealer groups, financial planners and platforms
• Confidence in cold calling and setting up sales meetings
• A collaborative approach, and comfort working with colleagues across regions and cultures
• Emotional intelligence, and experience of influencing and challenging constructively
• A positive attitude and a willingness to learn complex investment concepts

It would help if you also have

• Client-facing experience
• Knowledge of fixed income markets
• Strong attention to detail, with advanced Excel and database skills

Colchester is an Equal Opportunities Employer committed to building an inclusive and diverse workforce. All applicants will be treated fairly, without regard to all identifying characteristics including race, religion, sex, nationality, age, disability, sexual orientation, marital status, gender identity and expression or any other protected group status.