Distribution Associate - Funds Manager

B&K Consulting Pty Limited; Sydney; On-site; AUD 65,000 - 100,000; Full time

Job summary

B&K Consulting Pty Limited is seeking a Distribution Associate to support the institutional distribution team in Sydney. The role focuses on travel arrangements, meeting logistics and CRM administration to enable efficient operations.

You will work with senior colleagues, coordinate across time zones, and help prepare materials for meetings, investor roadshows and due diligence processes. Strong organisation and communication skills are essential.

Qualifications

• Experience in administration or coordination roles.
• Experience in funds/financial services is desirable.
• Strong written and verbal communication skills.

Responsibilities

• Organise domestic and international travel, meetings and logistics for roadshows and investor visits.
• Manage CRM records, agendas, materials and timely reporting.
• Coordinate scheduling, invitations and calendar management across time zones.
• Provide sales administration support, formatting pitch materials and due diligence responses.

Skills

Organisational skills

Communication

CRM experience

Tools

Outlook

PowerPoint

Excel

Job description

Our client is a growing investment fund in the alternatives space. The Distribution Associate will provide the logistical, administrative and coordination support that will enable the institutional distribution team to operate effectively.

Working with senior distribution colleagues and the Institutional Sales Manager, the role manages travel arrangements, meeting schedules, CRM administration and preparation of meeting materials. It will suit an organised individual with strong attention to detail who wants to develop a career in funds management and distribution.

Key Responsibilities

• Organise domestic and international travel, accommodation, transfers, venues and meeting arrangements for roadshows and investment manager visits.
• Maintain detailed itineraries, distribute joining instructions and promptly communicate changes to participants.
• Coordinate bookings, expenses and logistical requirements within agreed budgets and approval processes.

Meeting and Calendar Coordination

• Coordinate institutional investor, consultant and investment manager meeting schedules, including invitations, confirmations and calendar management.
• Arrange calls and video conferences across time zones, resolve scheduling conflicts and keep attendees informed.
• Collate agendas, briefing packs and presentation materials, ensuring the correct versions are available ahead of meetings.

CRM Administration and Data Quality

• Enter and maintain accurate contact details, meeting records, opportunities and next steps in the CRM using input from the distribution team.
• Maintain investor and consultant lists, correct incomplete or duplicate records and support consistent CRM use.
• Produce routine activity and pipeline reports from agreed templates and flag missing information or overdue actions.

Sales Administration and Materials Support

• Format and update pitch decks, manager profiles and meeting packs using approved content and templates.
• Request and collate investment manager information, maintain document libraries and track versions and approval status.
• Provide administrative support for proposals and due diligence questionnaires, including document assembly, formatting and submission tracking.
• Conduct basic investor and consultant research and maintain prospect lists under the direction of senior colleagues.

Workflow and Project Coordination

• Maintain action lists, project schedules and deadlines for roadshows, manager visits, fund launches and other distribution activities.
• Track incoming requests, allocate them to the appropriate colleague and follow up on outstanding inputs.
• Liaise with marketing, operations and investment teams on practical requirements and escalat delays or conflicting priorities.
• Identify improvements to scheduling, record keeping and routine sales administration.

Experience and Capabilities

• Experience in administration, team coordination, sales support or a related role; financial services experience is desirable, including funds management.
• Strong organisational skills and attention to detail, with the ability to coordinate multiple calendars, deadlines and travel arrangements.
• Clear written and verbal communication skills and a professional approach to internal and external contacts.
• Proficiency in Outlook, PowerPoint and Excel, with experience using CRM systems or the ability to learn quickly.
• A proactive, reliable and collaborative approach, including discretion with confidential information.
• An interest in investment markets and institutional funds management; relevant tertiary qualifications are desirable.

Measures of Success

• Accurate, well-organised travel arrangements, schedules and meeting packs.
• Complete and current CRM records and reliable routine reporting.
• Timely coordination of requests and actions, helping the distribution team meet its commitments.

This is a great role to get exposure to a fund which is growing, working with an experienced sales leadership team. You will need to be naturally energetic and solutions focused and be able to work in a fast moving environment. As you can see from the job description, it's a very varied role and not just sales focused.