Financial Portfolio Specialist

1 day ago

Melbourne, Victoria, Australia beBeeProduct Full time $90,000 - $125,000
Job Profile

A detail-oriented Product Analyst is sought to join the team, supporting portfolio management, enhancing documentation, and driving business improvements.

The Position
  • Sustainably manage new portfolios.
  • Review and refine Product Disclosure Statements (PDS).
  • Analyse and enhance fee methodologies for competitiveness.
  • Utilise data analytics tools like Power BI to generate valuable insights and metrics.
  • Conduct research and support due diligence documentation, competitor analysis, and committee processes.
Key Requirements
  • Experience in superannuation, wealth management, or investments, particularly within managed accounts.
  • Strong attention to detail in document preparation and review.
  • Proficiency in Excel and data tools; Power BI experience highly regarded.
  • Effective stakeholder engagement and relationship-building across internal and external teams.
  • Exposure to product management and PDS creation highly valued.
  • Curious, collaborative, and eager to learn and contribute in a dynamic work environment.
Business Benefits

The ideal candidate will have a strong understanding of financial markets, excellent analytical skills, and the ability to communicate complex ideas effectively.

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