Product Specialist

company

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.

Pinnacle offers a diverse and inclusive environment. Our values of Client Focus, Honesty and Integrity, Innovation and Empowerment guide all our actions.

role

About the role

- The Product Specialist is responsible for strengthening the effectiveness of Pinnacle’s distribution effort by developing
- high-quality investment content, sales collateral, market insights and campaign activity across Pinnacle’s affiliated
- investment managers.
- Working closely with the Distribution team, Pinnacle affiliates and Marketing, the role will translate investment
- strategies, portfolio positioning and market developments into clear, compelling and practical go-to-market materials
- for advisers, researchers, consultants, platforms, private wealth firms and other wholesale investors.
- The role combines investment knowledge, commercial judgement and strong content capability. A key objective is to
- ensure the Distribution team has the insights, messaging and materials required to effectively represent Pinnacle’s
- range of investment strategies in the Australian market.

What you'll do

Sales collateral and go-to-market content

- Develop and maintain high-quality sales collateral across Pinnacle’s affiliated investment managers and investment strategies.
- Translate investment philosophy, process, portfolio positioning and performance into clear and commercially relevant messaging for distribution audiences.
- Produce pitch decks, strategy presentations, investment updates, talking points, sales briefs, FAQs, market commentary and adviser-facing content.
- Develop launch and go-to-market collateral for new funds, strategies, vehicles and distribution initiatives.
- Create concise internal sales tools that equip the Distribution team with key messages, portfolio developments and proof points for client conversations.
- Ensure messaging is consistent, accurate and appropriately reflects the investment philosophy and positioning of each affiliate.
- Campaign management
Work with Distribution and Marketing to develop targeted campaigns around priority strategies, investment themes and market opportunities.
- Coordinate campaign content across presentations, adviser communications, events, webinars and other distribution channels.
- Identify opportunities to engage or re-engage clients and prospects based on market conditions, portfolio developments and changes in investor demand.
- Support product launches and strategic distribution initiatives with coordinated campaign plans and supporting materials.
- Track campaign engagement and outcomes and use these insights to refine future activity.

Competitor and market analysis

- Maintain a strong understanding of the competitive landscape across Pinnacle’s key investment categories.
- Undertake competitor analysis covering investment approach, performance, portfolio characteristics, positioning, fees, product structures and market messaging.
- Develop practical competitor comparison tools, positioning materials and sales briefs for the Distribution team.
- Monitor industry trends, fund flows, product launches and changes in investor preferences.
- Identify emerging opportunities and competitive risks relevant to Pinnacle affiliates and the Distribution team.
- Translate competitor research into practical positioning that can be used in client conversations.

Investment strategy and distribution support

- Build a detailed understanding of Pinnacle affiliates, their investment philosophies, portfolios and strategies.
- Work closely with investment teams to identify the portfolio and market insights most relevant to clients.
- Translate complex investment concepts into straightforward, credible messages suitable for advisers and wholesale investors.
- Provide investment and product support to the Distribution team ahead of significant client, research and platform engagements.
- Develop investment talking points covering portfolio positioning, performance attribution, market environments and relevant investment themes.
- Help Distribution identify which strategies are best positioned for different market environments and client needs.
- Support responses to investment-related questions from advisers, researchers, consultants and other clients.

Distribution insights

- Work with Distribution leadership to identify opportunities where stronger product positioning, content or competitor intelligence can support sales activity.
- Analyse feedback from the Distribution team and clients to identify recurring questions, objections and information gaps.
- Develop content and tools that directly address those issues.
- Connect market intelligence, affiliate investment views and client feedback so distribution activity is increasingly targeted and relevant.
- Contribute to broader distribution strategy, including identifying investment themes and strategies with the strongest potential relevance to clients.

Qualifications

- 3-5 years of experience in funds management or financial services, ideally across investment research, product, investment consulting, marketing or distribution.
- A genuine passion for asset management and investing, with strong curiosity about markets, investment strategies and portfolio construction.
- Good understanding of investment markets and managed funds across asset classes.
- Demonstrated ability to understand an investment strategy and communicate it clearly to a non-specialist audience.
- Strong written communication skills, with the ability to produce concise and commercially effective investment content.
- Experience developing presentations, pitch materials, investment commentary or other client-facing collateral.
- Strong analytical capability and an ability to interpret performance, portfolio and competitor information.
- An understanding of the Australian financial adviser, research, platform and wholesale investment landscape.
- Strong PowerPoint skills and confidence working with investment and market data.
- Ability to manage multiple affiliates, strategies and competing priorities in a fast-moving environment.
- High attention to detail and an appreciation of the regulatory and compliance requirements associated with investment communications.
- Relevant tertiary qualifications in finance, economics, commerce, business or a related discipline.

Personal attributes

- Commercially minded: Understands that product knowledge, investment insight and content should support client engagement, retention and business growth.
- Investment curious: Demonstrates a genuine interest in markets, asset management, investment strategies and portfolio construction.
- Excellent communicator: Can make complex investment concepts clear without oversimplifying them.
- Proactive: Anticipates what the sales team will need rather than waiting for requests.
- High quality bar: Produces accurate, polished and credible work suitable for sophisticated clients.
- Collaborative: Works effectively across multiple autonomous investment affiliates and internal teams.
- Audience focused: Understands that advisers, researchers, investment specialists and sales professionals require different levels of detail and communication.

What success looks like

- The Distribution team has better, more timely and more commercially useful investment content for client
- conversations.
- Pinnacle affiliates are supported by clear and consistent go-to-market positioning.
- The sales team has concise competitor intelligence and investment talking points readily available.
- Priority strategies are supported by coordinated campaigns rather than one-off pieces of collateral.
- Market and client intelligence increasingly informs which products and investment themes Distribution prioritises.
- Complex investment information is translated into content that is credible with sophisticated investors and practical for advisers and sales teams.
- Pinnacle can respond quickly to market developments with relevant investment insights and client-facing material.