Pinnacle

About Pinnacle Investment Management

Pinnacle Investment Management Group Limited (ASX: PNI) is a leading Australian-based multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class investment management firms.  

Pinnacle currently consists of nineteen investment management firms that collectively manage over A$200 billion in assets across a diverse range of asset classes. Our affiliated managers operate autonomously, in line with our philosophy that 'supported independence' is an essential ingredient in sustaining investment excellence and business resilience over the long term.  

Our values of Client Focus, Honesty and Integrity, Innovation and Empowerment guide all our actions. We continually invest in our people and develop them to help reach their potential through extensive on the job training. 

About the role

We are currently seeking a Financial Planning & Analysis (FP&A) Associate to join our well-regarded Finance team.  This is an entry level opportunity that would suit a recent Graduate or early stage career professional who is seeking immediate immersion in FP&A responsibilities, learning from subject matter experts in a flat structure.  You will work closely with our best in class affiliated fund managers, delivering real value to their business.  Our working environment is supportive, with a focus on enabling our employees to develop and perform at their best.   

What you'll do

• Support the production and preparation of monthly, quarterly and annual management reports  

• Budgeting and forecasting for Pinnacle and Affiliates including identifying financial performance trends in operating expenses and cost drivers  

• Business partnering and stakeholder support providing insights and recommendations to support strategic or operational decisions  

• Review and improvement of business processes; 

• Ad hoc projects and business support, as required. 

Qualifications

• A Graduate degree (or a final year student graduating this year) in Accounting, Finance, Commerce or Economics with excellent academic results; 

• The ability to build relationships with internal and external stakeholders; 

• Outstanding critical thinking and analytical skills; 

• Excellent verbal and written communication skills; 

• Experience in financial services or investment management, via work placements or internships, will be highly regarded; 

• Strong work ethic; 

• Resilience, sincerity, tenacity and commitment to a long-term career with Pinnacle; 

• Must be an Australian citizen or hold PR to be considered for this role.