Expert Portfolio Specialist

2 days ago

Melbourne, Victoria, Australia beBeePortfolio Full time $110,000 - $143,000

We are seeking an experienced portfolio specialist to lead the delivery of tailored investment solutions to our valued clients.

About This Role

This key position requires a deep understanding of portfolio construction and asset consulting, along with strong relationship-building skills to foster long-term partnerships with financial advisors and their clients.

Key Responsibilities:
  • Develop and manage bespoke portfolios that align with client objectives and our investment philosophy.
  • Act as primary point of contact for clients and drive their strategic growth plans forward.
  • Communicate investment views and present recommendations to client investment committees effectively.
  • Oversee the preparation of client reports and investment committee packs to ensure timely and accurate delivery.
  • Drive FUM and revenue growth across the client base through innovative portfolio management strategies.
  • Collaborate closely with our Manager Research team on manager selection and portfolio construction to deliver best-in-class outcomes.
  • Apply our proprietary tools for portfolio modeling, trading, and risk management to optimize portfolio performance.
  • Represent us in client meetings, industry forums, and advisor engagements to build relationships and promote our services.

About You:

  • Bachelor's degree in a relevant field such as Business, Finance, Economics, Science, or Engineering.
  • 10+ years of experience in investment management, asset consulting, or investment research.
  • Strong knowledge of portfolio construction, asset allocation, and financial advice processes.
  • Proven track record of working with financial advisors and building strong, trusted relationships.
  • Excellent communication and presentation skills, with the ability to engage senior stakeholders effectively.
  • Strong quantitative and qualitative research capability, with a high level of organization and attention to detail.
  • Able to work collaboratively as part of a team, while also working independently when needed.

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