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.
