Investment Distribution Associate — Growth in Funds

Profusion

Sydney

On-site

AUD 90,000 - 120,000

Full time

5 days ago

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Job summary

Profusion, a leading investment solutions business in Sydney, is seeking a Business Development Associate to support distribution and drive client engagement, reporting, market intelligence and growth initiatives.

You will work with senior distribution professionals, gaining exposure to investment products, platform relationships, adviser engagement, and sales support, with a clear path to a long-term funds-management career.

Qualifications

Experience within funds management, wealth management, financial services, banking, or investments.
Strong analytical and organisational skills with excellent attention to detail.
Commercially curious with a genuine passion for investment markets.
Exceptional written and verbal communication skills.
Proactive, collaborative, and highly motivated.

Responsibilities

Support the distribution team in generating and coordinating new business opportunities.
Conduct market, competitor, and sector analysis to identify growth opportunities.
Prepare investment and sales reporting for internal and external stakeholders.
Maintain CRM records, client profiles, pipeline activity, and reporting accuracy.
Assist in managing relationships with platforms and investment partners.
Coordinate investment manager updates and distribution communications.
Support the delivery of events, roadshows, conferences, and adviser engagement initiatives.
Gather and share market intelligence to support strategic growth initiatives.