Strategic Investment Portfolio Manager

1 month ago


Melbourne, Victoria, Australia Kaizen Recruitment Full time
Job Overview

An exciting opportunity has arisen for a highly skilled Investment Analyst to join our client's investments team in Melbourne CBD. As a key member of the team, you will play a critical role in developing their overall investment strategy by supporting the investments team across fund manager research, asset allocation, and operations.

About the Company

Our client is a growing multi-family office with a global presence. Their primary focus is to provide investment solutions and manage wealth on behalf of international investors. With a strong emphasis on delivering exceptional results, they are seeking a talented individual who shares their vision and commitment to excellence.

Key Responsibilities
  • Perform analysis and compliance monitoring across external manager investment portfolios;
  • Conduct due diligence on existing and potential investment opportunities across asset classes;
  • Stay abreast of industry trends to identify key opportunities, themes, and strategies;
  • Prepare reports in compliance with internal policies and APRA requirements;
  • Assist with investor reporting and answering member queries (PDS, website, dashboards etc); AND
  • Support in ad hoc projects as required.
Required Skills and Qualifications
  • Degree-qualified in Finance or Commerce;
  • 2 or more years' of fund manager research experience within a superannuation fund or asset consulting business;
  • Proficiency in both Mandarin and English;
  • Broad knowledge of Australian and international financial markets and asset classes;
  • Ability to work autonomously and collaboratively with the team;
  • Analytical and solutions-driven;
  • High proficiency in using Excel and other MS Office tools;
  • Excellent interpersonal and verbal/written communication skills.
Salary and Benefits

The successful candidate can expect a competitive salary in the range of $80,000 - $120,000 per annum, commensurate with experience. Additionally, they will be offered a comprehensive benefits package, including access to professional development opportunities and a dynamic working environment.



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