Asset Management – Australia and New Zeland Sales Support – Associate
J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions. Our investment professionals are located around the world, providing strategies that span the full spectrum of asset classes. With US$ 4.0 trillion assets under management (as of 30 September 2025), we provide global market insights and a range of investment capabilities that few other firms can match. The Australia and New Zealand Institutional Business markets invest in products for Super Funds, Asset Managers, Financial Institutions, Insurers and Sovereign Wealth Funds.
About the Role
As a Sales Support Associate, you will report to the co‐leads of the Institutional Sales Team to support the Institutional Sales team in various aspects – 1) by supporting the sales strategy delivery; 2) CRM maintenance, including data quality, metrics and analysis; 3) research support & data analysis. You will work closely with the sales support resources in Sydney and India to provide support to the Sales team.
Job Responsibilities
* Prepare and disseminate business, product and market reports/analysis and ensure that the documents are cleared for external dissemination.
* Coordinate and collaborate with other functional areas to handle client enquiries, RFI/RFP and assist with onboarding.
* Assist the Sales team with booking appointments, preparing for client meetings and following up on client information requests.
* Assist with logistics for client roadshows (onshore and offshore) and coordinate with internal parties for all related materials.
* Maintain records and various logs for the sales team; understand internal procedures and control framework.
* Assist input of call reports.
* Take part in data management, creating client campaigns through CRM, and support rating and segmentation of client data.
* Perform competitor analysis (positioning of strategies vs competitors).
* Manage and analyse information, including product flows and reports that identify sales opportunities.
* Prepare internal management reports for internal reporting purposes.
* Assist with client plans, competitor/product analysis and industry trends.
Required Qualifications, Capabilities and Skills
* University graduate in Business Finance and/or related discipline with experience in the financial industry.
* Good analytical skills and a comprehensive understanding of investment products.
* Effective planning and time‐management skills to meet strict deadlines or changing priorities.
* Strong attention to detail, time management and communication skills.
* Team player who takes initiative and pre‐empts what may be needed.
Preferred Qualifications, Capabilities and Skills
* Preferably with an Asset Management business background.
* Experience in client service.
* Knowledge of Morningstar Direct, Bloomberg and Salesforce.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first‐class business in a first‐class way approach to serving clients drives everything we do. We strive to build trusted, long‐term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‐opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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