Account Associate Institutional at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

10 May, 26

Salary

0.0

Posted On

09 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Support, Analytical Skills, Organizational Skills, Time Management, Attention To Detail, Communication Skills, Client Engagement, Investment Management, Funds Management, Market Knowledge, Product Knowledge, CRM Management, Presentation Skills, Team Collaboration, Client Interaction, Data Analysis

Industry

Financial Services

Description

Build a career in institutional asset management, supporting senior sales professionals and key clients High‑exposure role working across investment products, consultants and institutional clients Develop deep market, product, and client knowledge within a leading Australian funds management group Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. A global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW. About the role The Account Associate, Institutional plays a key role supporting Perpetual Group’s Institutional Sales team within the Asset Management business. This role is accountable for delivering high‑quality sales support, analysis and coordination to help drive institutional client engagement and sales outcomes across the Australian and New Zealand markets. Working closely with the Institutional Sales team, you will support sales activity, manage client, and pipeline information, prepare materials for client interactions, and develop a strong understanding of Perpetual’s investment capabilities and institutional client base. This role is well suited to someone early in their asset management career who is highly organised, analytically minded and passionate about institutional funds management. Key responsibilities Provide a high level of day‑to‑day support to the Institutional Sales team Manage and analyse information including funds flow data, consultant ratings and reports to identify sales opportunities Prepare and maintain high‑quality sales materials, presentations and briefing notes Develop detailed knowledge of Perpetual products, capabilities, and competitor offerings Maintain CRM records including contacts, activity, notes, and pipeline management Coordinate the institutional calendar, portfolio review meetings, and account planning activities About you We’re looking for someone with: Relevant tertiary or industry qualifications (e.g. FINSIA, DFP) desirable RG146 desirable CIMA or equivalent strongly preferred At least 2 years’ experience within financial services, ideally within funds management or asset management A sound understanding of the funds management industry and investment management concepts Strong analytical skills with the ability to interpret market, product, and client information Excellent organisational, time management and attention‑to‑detail skills Strong written and verbal communication skills with confidence working with internal and external stakeholders A demonstrated passion for asset management and a desire to build a long‑term career in institutional sales How we work Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an Impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve. Employee benefits Work from anywhere in Australia for up to one month each year An annual allowance to empower you to prioritise your personal wellbeing Study support and commitment to supporting professional development Diversity and inclusion Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy A growing number of employee-led networks who work to raise awareness and drive continued change We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive. Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886. Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Trust is earned, every day. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.

Responsibilities

The Account Associate, Institutional supports the Institutional Sales team by providing high-quality sales support, analysis, and coordination. Responsibilities include managing client information, preparing sales materials, and developing knowledge of investment capabilities.