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.

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 secure 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.

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 suppo

📌 Product Specialist (Australia)
🏢 Pinnacle Investment Management Group
📍 Australia