Marketing & Operations Associate – Leading Investment Firm

We are partnering with a leading Investment Management Firm specialising in Private Debt Markets, committed to delivering exceptional financial solutions to their growing client base. Based in Sydney, the firm is looking for a proactive individual to take on a multifaceted role with a key focus on marketing, operations, and executive assistance.

Role Overview:

As the Marketing & Operations Associate, your primary focus will be on supporting marketing initiatives, while also assisting with the daily operations of both the marketing and sales teams. Reporting directly to the Head of Marketing, you’ll play an integral role in driving key projects in a fast-paced, multi-channel environment.

A flexible, “no task too big or small” attitude is essential, as the role will involve everything from strategic planning to providing hands-on administrative support, all with a strong emphasis on marketing.

Key Responsibilities:

Support the execution of marketing activities across various channels, including LinkedIn, events, website, and content.

Play a key role in reporting and optimisation, including distributing sales reports and managing the marketing dashboard.

Maintain and strengthen customer relationships, coordinating sales & marketing campaigns and tracking performance metrics.

Develop and implement initiatives that enhance the company’s reputation, drive revenue growth, and improve campaign effectiveness.

Coordinate day-to-day activities between sales and marketing teams, preparing reports, updating marketing materials, and supporting senior executive teams.

Assist with administrative tasks and operational support, showing initiative and ownership across all responsibilities.

Requirements:

3-5+ years of marketing experience within the financial services sector.

Prior experience in client service, operations or sales.

Strong ability to work autonomously, demonstrating self-sufficiency and initiative.

Excellent writing and verbal communication skills with a proactive, self-starter attitude.

Proactive, solution-driven mindset with exceptional attention to detail.

Ability to adapt to varying tasks and take on both high-level strategic work and administrative duties with a positive, “no task too big or small” approach.

Finer Details:

Full-time, permanent role with 1 day per week working from home.

$100K–$140K salary package + competitive bonus.

Must have a background in the financial services or investment sectors.

This is an exciting opportunity for a proactive self-starter passionate about driving outcomes, creating meaningful client connections, managing multiple tasks, and executing efficient sales & marketing efforts.