Investment Portfolio Manager

1 day ago

Melbourne, Victoria, Australia beBeeInvestment Full time $99,000 - $123,456
About Us

We're a leading wealth management company that simplifies the complexities of wealth management.

We support institutions and private wealth firms with cutting-edge technology and outstanding service.

We offer an integrated investment platform that enables comprehensive portfolio management in one place.

The Opportunity

Join our Investment team to help shape and maintain our Platform Investment Menus.

You'll identify new opportunities, conduct due diligence on model managers, and onboard securities.

You'll also monitor existing investments to ensure they meet quality and performance standards.

Key Responsibilities
  • Research and assess new funds, securities, and model portfolios for platform inclusion.
  • Conduct in-depth due diligence on model managers and prepare recommendations.
  • Monitor investment performance and engage with managers on attribution analysis.
  • Build strong relationships with fund and model managers.
  • Maintain accurate investment data and collaborate with internal teams for seamless onboarding.
Desired Qualifications
  • At least 5 years' experience in funds research (essential).
  • Model portfolio experience is highly desirable.
  • Proven expertise in due diligence.
  • Degree in Finance or related field (experience valued over qualifications).
  • Strong analytical skills, excellent communication, and advanced Excel skills; Morningstar Direct/FactSet experience is advantageous.

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