Portfolio Construction Strategist

1 week ago

Melbourne, Australia Zenith Investment Partners Full time

Portfolio Construction Strategist

Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients.

The Portfolio Construction Strategist role involves working with our asset allocation specialists within the Portfolio Solutions team, where you will assist in building our suite of portfolios and contribute to investment strategy formulation, research of asset classes and fund strategies.

**Your key responsibilities will be to**:

- Construct portfolios with efficiency and consistency, reflecting desired asset class, style, macro and market exposures.
- Monitor portfolios for their likelihood of achieving their stated objectives and recommend any changes that may be necessary to ensure they do.
- Contribute to medium term investment strategy formulation, providing asset allocation/sub asset/strategy recommendations.
- Assist in formulating investment-oriented portfolio construction recommendations.
- Measuring, monitoring, and managing risk and presenting to asset allocation meetings and Investment Committees (internal and external as required).
- Pull together recommendation documentation outlining portfolio positioning/changes and the rationale underlying these positions/changes.
- Contribute thought leadership pieces (articles, interviews) on areas such as portfolio construction, roles of assets, strategies, etc.
- Present portfolio construction and strategy issues and themes as part of our asset allocation service to existing and prospective clients.
- Point of contact between asset allocation and portfolio solutions personnel.

**To join us you will need the following experience and skills:
- A bachelor's degree or higher in Finance, Commerce or Business - this is highly advantageous.
- Excellent written and verbal communication skills.
- Ability to work independently and take ownership of your own workload.
- Exceptional presentation skills and strong attention to detail.
- 5+ years work experience within investment strategy, research or portfolio construction would peak our interest.
- Knowledge of risk analytics and risk systems such as MSCI BarraOne is highly advantageous.
- Python skills are highly desired.
- Broad experience with various types of investments and their characteristics, including equities, fixed income, credit and private assets.

**By joining the team, you will be offered the following**:

- A role that is varied in its responsibilities and welcomes initiative and collaboration with other motivated and experienced professionals.
- The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally.
- A pleasant, ambitious and professional working climate with good opportunities for further development.
- A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry.
- Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences.
- Eligibility of discretionary bonus.
- 4 days study leave per annum.
- $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy).
- Flexible work options under our Versatile Work Practices.

**Your next steps**:

- This is a great opportunity for a Senior Portfolio Analyst looking for the next step in their career We are always looking for committed and energetic individuals to be a part of the team and if you're looking for a collaborative, supportive and inclusive environment,
-

Job ID E77AC89AD1

  • Portfolio Construction Strategist

    2 weeks ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Portfolio Construction StrategistZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients.The Portfolio Construction Strategist role involves working with our asset allocation specialists within...

  • Portfolio Manager, Portfolio Construction

    2 weeks ago

    Melbourne, Victoria, Australia AustralianSuper Full time

    We make a difference, delivering outcomes for our millions of members Directly impact International Equities portfolio construction and strategy A great career opportunity, reporting to the Head of Portfolio Construction & Strategy, EquitiesAustralia's $2.7 trillion superannuation industry is facing into a shifting landscape influenced by increased...

  • Head of Portfolio Construction

    4 weeks ago

    Melbourne, Australia Cbus Full time

    Head of Portfolio Construction The Head of Portfolio Construction is a senior leadership role that will report to the Chief Investment Officer ("CIO") and be a key member of Cbus' investments business unit. This is a newly created role focused on building a stronger capability in portfolio management, including the setting and monitoring of investment...

  • Head of Portfolio Construction

    2 weeks ago

    Melbourne, Victoria, Australia Cbus Full time

    Head of Portfolio ConstructionThe Head of Portfolio Construction is a senior leadership role that will report to the Chief Investment Officer ("CIO") and be a key member of Cbus' investments business unit. This is a newly created role focused on building a stronger capability in portfolio management, including the setting and monitoring of investment...

  • Head of Portfolio Construction

    2 weeks ago

    Melbourne, Victoria, Australia eFinancialCareers Ltd. Full time

    The Head of Portfolio Construction is a senior leadership role that will report to the Chief Investment Officer ("CIO") and be a key member of Cbus' investments business unit. This is a newly created role focused on building a stronger capability in portfolio management, including the setting and monitoring of investment objectives and asset allocations for...

  • Strategist

    2 weeks ago

    South Melbourne, Victoria, Australia TBWA Melbourne Full time

    TBWA is a strategically driven creative agency, where we help brands find strategic and creative white space through the power of Disruption.We are looking for a curious and sharp thinking Strategist to join our team in Melbourne. Your job will be to unearth all kinds of insights and observations and turn them into brilliant strategies that drive Disruption....

  • Strategist - Bring Brands to Life!

    6 days ago

    Melbourne, Australia Resources Group AU Full time

    This agency is fun. Their brand is playful, and they offer the best of both worlds. A global reputation with benefits to match, coupled with creativity, flexibility and agility from a boutique culture. By blending quantitative and qualitative insights with cultural trends, planning and design thinking, they understand human truths and bring consumers closer...

  • Social Media Strategist

    1 week ago

    Melbourne, Australia Creative Natives Full time

    Social Media Strategist Directly reports to Director of Communications Direct Reports Up to 2 **Position Purpose** Arize is seeking a highly strategic and dedicated Social Media Strategist to join our team. Your expertise in interpreting social media data to inform strategic decisions will drive the success of our campaigns. You will be working closely...

  • Strategist - Bring Brands to Life

    2 weeks ago

    Melbourne, Victoria, Australia Resources Group AU Full time

    This agency is fun. Their brand is playful, and they offer the best of both worlds. A global reputation with benefits to match, coupled with creativity, flexibility and agility from a boutique culture.By blending quantitative and qualitative insights with cultural trends, planning and design thinking, they understand human truths and bring consumers closer...

  • Junior Comms Strategist

    2 weeks ago

    Melbourne, Australia Asahi Beverages Full time

    **1House - who are we?** 1House is one of Australia’s largest premier in-house agencies supporting the entire portfolio of Asahi Beverages, an agency that combines design, technology, art and strategy to create state-of-the-art award-winning work and experiences based in Australia with partners all over the world. We are the team behind CUB, Asahi...

  • Social Media Strategist

    2 weeks ago

    Melbourne, Victoria, Australia Creative Natives Full time

    Social Media StrategistDirectly reports to Director of CommunicationsDirect Reports Up to 2Position PurposeArize is seeking a highly strategic and dedicated Social Media Strategist to join our team.Your expertise in interpreting social media data to inform strategic decisions will drive the success of our campaigns. You will be working closely with our...

  • Principal Asset Strategist, Housing Policy Branch

    2 weeks ago

    Melbourne City Centre, Victoria, Australia Department of Families, Fairness and Housing Full time

    THE ROLEAre you: Someone with strong conceptual skills and an ability to develop and communicate clear concise methodologies and reports Able to undertake research, analysis and modelling Skilled at building and maintaining relationships Able to deliver outcomes within specific timelinesThe role of Principal Asset Strategist presents an opportunity to be...

  • Manager, Research and Portfolio Construction

    4 weeks ago

    Melbourne, Australia Rest Full time

    **Company Description** The Retail Employees Superannuation Trust (Rest) was established in 1988 and is one of Australia’s third largest superannuation funds in Australia by membership, with over 1.8 million members and more than $65 billion in funds under management. Rest is the second largest industry fund by membership. With a strong heritage in the...

  • Manager, Research and Portfolio Construction

    2 weeks ago

    Melbourne, Victoria, Australia Rest Full time

    Company DescriptionThe Retail Employees Superannuation Trust (Rest) was established in 1988 and is one of Australia's third largest superannuation funds in Australia by membership, with over 1.8 million members and more than $65 billion in funds under management. Rest is the second largest industry fund by membership.With a strong heritage in the Australian...

  • Claims Portfolio Manager Property

    3 weeks ago

    Melbourne, Australia Victorian Managed Insurance Authority Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Victorian Managed Insurance Authority **Salary**: Salary not specified Occupation: Insurance and Superannuation Reference: VG/VMIA/IS/1799547 Join us as a Claims Portfolio Manager and lead a dedicated team of claims specialists and officers. You'll oversee a claims portfolio focused on...

  • Claims Portfolio Manager Property

    3 weeks ago

    Melbourne City Centre, Australia Victorian Managed Insurance Authority Full time

    Fixed Term Contract until April 2025 - Hybrid and Flexible Working Arrangements - Based in a convenient location in Melbourne CBD. About Us Victorian Managed Insurance Authority (VMIA) is the Victorian Government's insurer and risk adviser, covering the people and projects that help Victorians thrive. We're an agency in the Department of Treasury and...

  • Creative Strategist

    3 weeks ago

    South Melbourne, Australia oOh! Full time

    **Who we are**: We are a leading operator in Australia and New Zealand’s fast-growing Out Of Home advertising industry and our purpose is to make public spaces better! As an ASX listed company with 800+ team members, we create deep engagement between people and brands through Unmissable location-based media solutions that inform, entertain, and inspire....

  • Junior Digital Strategist

    2 weeks ago

    Melbourne, Victoria, Australia Appetiser Full time

    Do you want to work on apps that impact millions of people?Do you want to experience growing products from idea through to billions of dollars in valuations?Want to be a critical driving member in the rapid growth of a tech business?Do you want to work with a company that cares about you, your team, and your community?At Appetiser Apps, we build and grow app...

  • Junior Digital Strategist

    3 weeks ago

    Melbourne, Australia Appetiser Full time

    **Do you want to work on apps that impact millions of people?** **Do you want to experience growing products from idea through to billions of dollars in valuations?** **Want to be a critical driving member in the rapid growth of a tech business?** **Do you want to work with a company that cares about you, your team, and your community?** At Appetiser...

  • Junior Digital Strategist

    3 weeks ago

    Melbourne, Australia Appetiser Full time

    **Do you want to work on apps that impact millions of people?** **Do you want to experience growing products from idea through to billions of dollars in valuations?** **Want to be a critical driving member in the rapid growth of a tech business?** **Do you want to work with a company that cares about you, your team, and your community?** At Appetiser...