Financial Portfolio Strategist

3 days ago

Adelaide, South Australia beBeePortfolio Full time $115,000 - $155,000
Job Overview

Evaluate and optimise investment portfolios to align with strategic goals. This involves reviewing existing assets, identifying areas for improvement, and developing effective strategies to achieve organisational objectives.

Key Responsibilities
  • Develop sophisticated financial models for valuation and scenario planning.
  • Conduct in-depth market research and competitive analysis to inform business decisions.
  • Prepare high-impact presentations for senior leadership and the Board.
Requirements
  • Bachelor's degree in Finance, Accounting, Commerce, or related field (post-grad or CA preferred).
  • 2–4 years' experience in strategy consulting, corporate advisory, or transaction advisory.
  • Advanced analytical skills with the ability to interpret complex data.
  • Strong understanding of valuation methods, reporting standards, and global markets.
  • Excellent communication and presentation abilities.
About the Role

This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organisation.

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