Director of Investment Strategy – Impact-Focused Investor

1 week ago

Sydney, New South Wales, Australia Platinum Pacific Partners Full time
Position Overview

We are excited to announce a pivotal role within a dynamic and high-achieving team at Platinum Pacific Partners. This position is integral to our mission of generating both financial and social returns, establishing us as a leader in the investment landscape.

Key Responsibilities
  • Relationship Management: Cultivate and sustain relationships with retail shareholders, brokers, financial planners, wealth managers, and consultants.
  • Investment Oversight: Ensure compliance with the Investment Guidelines set forth by the Investment Committee (IC) and facilitate formal annual reviews with fund managers to evaluate investment performance.
  • Market Monitoring: Track fund managers and macroeconomic events that could influence portfolio performance, providing timely reports to the IC.
  • Manager Sourcing: Assist the IC in identifying and engaging both domestic and international fund managers and thought leaders.
  • Investor Relations: Maintain robust relationships with brokers and planner networks to enhance interest in our investment offerings.
Candidate Profile

The ideal candidate will possess extensive experience in finance and investment, particularly in roles such as portfolio manager, senior investment analyst, or investment specialist. Strong interpersonal and communication skills are essential for analyzing diverse information and delivering insightful reports to various committees.

Experience in client portfolio management or investment decision-making is highly desirable. Exceptional written and verbal communication skills are crucial, especially in presenting to shareholders and the investment community.

Why This Role Matters

This position represents a unique opportunity to contribute to a purpose-driven organization that has made significant strides in social impact investing. We seek a proactive individual who thrives in both independent and collaborative environments, eager to leverage their investment expertise to make a meaningful difference.

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