Associate – Research and Marketing - Ref - 125 - Sydney

  • Independent Distribution Business
  • Research, Marketing and Distribution

Our client is a leading independent distribution business with an exceptional track record in raising capital for alternative fund managers. As a result of continued growth, they are looking to appoint an exceptional individual to assist with research, marketing and distribution.

Specifically on research, you will be responsible for:
Assisting to identify and complete due diligence on new managers;
Gaining insight into the investment preferences of offshore investors;
Competitor analysis;
Supporting the preparation of white papers on specific investment topics; and
Assisting with designing how investment products are formulated.

On the marketing and distribution side, your responsibilities will be;
Assisting with the development and maintenance of marketing material and fund collateral;
Co ordinating fund raising campaigns, roadshows and investor due diligence;
Completing RFI/RFP and due diligence requests; and
Maintaining company CRM (Salesforce).

You will have an active interest in investing, with a desire to increase that knowledge through completing a CFA qualification. You will have strong written communication skills, combined with an acute attention to detail. Your excellent verbal communication skills will allow you to build effective relationships with Fund Managers, Institutional and HNW clients and Asset Consultants.

To succeed, your 3 years plus experience will have been developed within a similar organisation, investment banking, management consulting or within a multi manager or superannuation fund – either onshore or offshore. In return, long term career opportunities are exceptional.

To apply please send your CV to or call 02 8227 7004 for further information.