Director of Strategic Investments

2 weeks ago

Melbourne, Victoria, Australia beBeePortfolio Full time $180,000 - $220,000
Portfolio Solutions Leader

We are seeking an experienced professional to shape the future of portfolio strategy and client outcomes.

  • Drive client portfolio construction and fund selection in collaboration with Portfolio Solutions teams.
  • Oversee timely, accurate reporting, including market updates, performance attribution, and client reporting.
  • Manage client relationships, address portfolio queries, and represent the company in Investment Committee meetings.
  • Develop strategic initiatives and operational improvements, including system enhancements and cross-functional collaboration.
  • Mentor team members and develop new client reporting capabilities to support evolving business needs.

You will need strong leadership skills, a background in portfolio construction, and experience using Microsoft Office tools. A finance-related degree is required.

About Us:

Our company values leadership, innovation, and collaboration, and offers a flexible work environment that supports professional growth.

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