Investment Solutions Specialist

6 days ago


Melbourne, Victoria, Australia Marsh & McLennan Companies Full time

About the Role

We are seeking an experienced investment professional to join our team as an Assistant Portfolio Manager.

The successful candidate will support the management of multi-asset portfolios, work closely with the WMIS team, and collaborate with external Portfolio Managers to ensure optimal portfolio performance.

  • Liaise with the WMIS Portfolio Managers to ensure seamless day-to-day operations.
  • Develop and implement portfolio construction strategies across various asset classes.
  • Present portfolio performance reports to clients, providing transparent and accurate information.
  • Conduct thorough analysis and prepare tailored communications for clients.
  • Participate in investment manager meetings to review existing and potential solutions.


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