Strategic Investment Portfolio Specialist

3 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $180,000
Fixed Income Portfolio Specialist

We are seeking an experienced Fixed Income Portfolio Specialist to lead external manager research and contribute to strategic portfolio construction across Fixed Income asset classes in a dynamic, collaborative investment environment.

  • Lead manager research and due diligence in Fixed Income
  • Contribute to research across other asset classes
  • Support portfolio construction, manager blending, and strategy design
  • Manage Fixed Income inclusions on the Gold Class Menu
  • Present to the Manager & Security Selection Committee (MSSC)
  • Provide insights to internal teams, advisers, and clients
What You Need To Succeed
  • Bachelor's degree in Commerce, Economics, or a related field (CFA preferred)
  • 8-10+ years' experience in investment research, consulting, or portfolio management
  • Deep understanding of Fixed Income markets and portfolio theory
  • Strong qualitative and quantitative research skills
  • Skilled communicator with experience engaging internal and external stakeholders

This role is responsible for overseeing investment manager due diligence and contributing to model portfolios and proprietary investment strategies.

About This Role
  • Collaborate with cross-functional teams to drive strategic portfolio construction
  • Develop and maintain in-depth knowledge of Fixed Income markets
  • Build and maintain relationships with external managers and internal stakeholders

As a key member of our Manager Research team, you will play a critical role in shaping our investment approach and driving value for our clients.

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