Investment Content & Distribution Specialist

Pinnacle Investment Management Group; Sydney; Vor Ort; AUD 120.000 - 180.000; Vollzeit

Zusammenfassung

Pinnacle Investment Management Group in Sydney is seeking a Product Specialist to strengthen distribution by developing investment content, sales collateral and market insights for advisers and wholesale investors.

You will collaborate with Distribution, Marketing and invested managers to translate strategies into compelling materials and campaigns, ensuring accurate messaging aligned with each affiliate’s philosophy. The role emphasizes content excellence and practical client communication.

Qualifikationen

• 3-5 years experience in funds management or financial services.
• Strong understanding of asset management and investing.
• Ability to communicate investment concepts to a non-specialist audience.
• Strong written communication producing concise content.
• Experience developing presentations and client-facing collateral.
• Strong analytical capability interpreting performance and competitor data.
• Understanding of Australian financial adviser landscape.
• Strong PowerPoint skills.
• Ability to manage multiple affiliates and priorities in a fast-moving environment.
• Attention to regulatory/compliance in investment communications.
• Tertiary qualifications in finance, economics, commerce, business.

Aufgaben

• Develop and maintain high-quality sales collateral across affiliated investment managers and investment strategies.
• Translate investment philosophy, process, portfolio positioning and performance into messaging for distribution audiences.
• Produce pitch decks, strategy presentations, investment updates, talking points, sales briefs, FAQs, market commentary and adviser-facing content.
• Develop launch and go-to-market collateral for new funds, strategies and distribution initiatives.
• Create concise internal sales tools that equip the Distribution team with key messages and proof points.
• Ensure messaging is consistent, accurate and reflects the investment philosophy of each affiliate.
• Coordinate campaigns around priority strategies and market opportunities.
• Track campaign engagement and refine future activity.
• Provide investment and product support to Distribution ahead of key engagements.
• Develop talking points covering portfolio positioning and market themes.
• Identify which strategies are best positioned for different client needs.
• Support responses to investment-related questions from advisers and researchers.
• Analyze feedback to identify information gaps and opportunities.

Kenntnisse

PowerPoint

Communication

Financial markets

Content creation

Analytical skills

Portfolio theory

Cross-functional teamwork

Ausbildung

Finance/economics/commerce degree

Tools

MS Office

Jobbeschreibung

Pinnacle Investment Management Group in Sydney is seeking a Product Specialist to strengthen distribution by developing investment content, sales collateral and market insights for advisers and wholesale investors.

You will collaborate with Distribution, Marketing and invested managers to translate strategies into compelling materials and campaigns, ensuring accurate messaging aligned with each affiliate’s philosophy. The role emphasizes content excellence and practical client communication.