Portfolio Strategist

3 hours ago

Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000
About the Role

As a Portfolio Strategist, you will play a pivotal role in shaping investment strategies and client outcomes across a dynamic business. You will collaborate closely with clients, portfolio managers, and sales teams to contribute to strategic investment decisions and deliver tailored solutions.

Key Responsibilities:
  • Prepare for and participate in client meetings, including investment committee meetings, and manage follow-up communications and reporting.
  • Take responsibility for assigned client relationships, including account management and responding to ad-hoc investment queries.
  • Lead sector-specific research and maintain up-to-date knowledge of fund managers, investment processes, and products.
  • Support the sales team with prospective consulting clients, including participating in meetings and preparing documentation.
  • Produce high-quality client materials such as presentations, quarterly reports, and market commentary.
  • Collaborate with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance, and contributing to the development of investment content.
Requirements:
  • You must have at least 5 years of experience in investment research, financial planning, funds management, or a related financial services environment.
  • You will have strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively.
  • You should have a sound understanding of portfolio construction, investment structures, and financial markets.
  • You must be proficient in Microsoft Office tools, particularly Excel and PowerPoint, and ideally have experience with CRM systems such as Salesforce.
  • You will hold a finance or business degree and RG146 compliance, demonstrating your commitment to ongoing training, study, and upholding professional standards in financial services.

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