Chief Investment Planner

7 days ago

Melbourne, Victoria, Australia beBeeFund Full time $80,000 - $120,000

Portfolio Strategist Role

The Portfolio Strategist will collaborate with senior investment professionals to develop and execute strategic plans for investment portfolios.

Key Responsibilities

  • Coordinate research and analysis of market trends, competitor activity, and regulatory developments
  • Maintain accurate records of portfolio performance and provide data-driven insights to stakeholders
  • Develop and maintain detailed models and scenarios to forecast investment returns and risk exposure
  • Prepare comprehensive reports on portfolio performance and recommendations for improvement
  • Engage in stakeholder communication and ensure effective collaboration across teams

Requirements

  • Proven experience in investment analysis, portfolio management, or related field
  • Advanced skills in Excel modeling, data interpretation, and statistical analysis
  • Excellent communication and interpersonal skills, with ability to work collaboratively across functions

What We Offer

  • Flexible working arrangements and generous leave options
  • Market-leading parental leave benefits and childcare allowance
  • Diverse career opportunities and comprehensive Learning & Development programs
  • Wellbeing programs and market-leading policies and support
  • Nomination awards and Employee Referral Program

About Us

We are a leading organization with a strong commitment to innovation and customer satisfaction.

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