Investment Funds Distribution Associate

Platinum Pacific Partners; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Platinum Pacific Partners is seeking a Distribution Associate to join its Sydney team, offering exposure across business development and investor relations with a focus on Australian institutional and wholesale markets and select offshore investors.

You will work alongside senior distribution professionals to gain experience in RFPs, presentations, and client communications, while building long-term client relationships and contributing to reporting and market insights.

Qualifications

• Minimum 5 years' experience in funds management, private wealth or related financial services.
• Client-facing experience with strong relationship management and communications.
• Exposure to prospect meetings, RFPs, and marketing materials.
• Strong written and verbal communication with excellent attention to detail.

Responsibilities

• Support end-to-end business development, including prospect meetings and sales strategy.
• Prepare RFPs and presentations; develop marketing materials.
• Build and maintain relationships with institutional investors and asset consultants; manage client reporting.
• Support monthly investment reports and consultant questionnaires as part of ongoing communications.

Skills

Client-facing

Relationship management

Investments knowledge

Communication skills

Attention to detail

Job description

Platinum Pacific Partners is seeking a Distribution Associate to join its Sydney team, offering exposure across business development and investor relations with a focus on Australian institutional and wholesale markets and select offshore investors.

You will work alongside senior distribution professionals to gain experience in RFPs, presentations, and client communications, while building long-term client relationships and contributing to reporting and market insights.