Unit Trust Manager/analyst

7 months ago

Sydney, Australia Walsh Bay Partners Pty Ltd Full time

Walsh Bay Partners’ (WBP) mission is to help families develop and implement strategies that use wealth to create enduring financial and emotional wellbeing for current and subsequent generations, and also for the broader community. We provide strategic advice on investments, next gen development, estate, family law, succession, M&A, tax and philanthropy planning. Our family strategy planning services help the owners of wealth to use it wisely to achieve their most important goals in their lifetime and beyond.

WBP’s investment strategy allows families to invest like institutions and gain access to an investment process that is not often available to family offices or individual investors.

About the Role

The Unit Trust Manager/Analyst is a part of the WBP’s Investment team based in Sydney and reporting to the Head of Portfolio Construction. The Investment team is responsible for developing and delivering comprehensive investment strategies for some of Australia’s most affluent families, helping them achieve both emotional and financial wellbeing. The position will work closely with WBP’s Advisory team.

The Unit Trust/Analyst Manager’s main responsibilities include:
Developing a sound knowledge of WBP clients, their circumstances and investment needs
Origination, development, monitoring and ongoing due diligence of WBP recommended investment strategies, including liaising with fund managers and collaboration with the WBP Advisory team
Collaboratively working alongside members of the legal, tax and operations team
Participating in WBP Investment Committee meetings to provide analytical insights into the investment case and feasibility of implementation for each recommendation
Assisting in the management of investment pools operated by WBP that facilitate the implementation of clients’ strategies. Activities include liquidity and foreign exchange management, cash management, rebalancing, meeting capital calls and maintaining exposures within tolerance bands consistent with actuarial analysis

Collection of financial and investment information and the preparation of reports, forecasts and statutory returns
Keeping up to date, compliant and knowledgeable on current actuarial techniques, products, legislation, and with continuing professional education as required under WBP’s AFSL, policies and industry standards

Minimum of 2 years of relevant investment analysis experience
Tertiary qualifications in a numerate or financially oriented discipline
Demonstrated ability to understand and explain complex investment concepts to individuals who are not investment professionals
Intellectual curiosity and solid understanding of manager research across a range of traditional and alternative asset classes
Team player, with exceptional attention to detail
Ability to multi-task, prioritise and organise workflow

About the Offer

You will be part of a high performing and experienced team of professionals who have significant tenure in the family office space. You will receive an attractive remuneration package in the range of $80,000 to $110,000 p.a. along with access to further technical training and an opportunity to advance a career in investment and wealth management sphere.

Walsh Bay Partners Pty Ltd ABN 48 160 258 097 AFSL 487878

**Job Types**: Full-time, Permanent

**Salary**: $80,000.00 - $110,000.00 per year

Ability to commute/relocate:

- Sydney, NSW 2000: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor Degree (required)

**Experience**:

- investment research: 2 years (required)

Work Authorisation:

- Australia (required)

Work Location: In person

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