Strategic Investment Advisor

20 hours ago

Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000
Investment Specialist Role

We are seeking a skilled and experienced Investment Specialist to join our team. This role will involve providing high-quality investment advice and solutions to clients, as well as working closely with internal teams to support the development of investment content.

Key Responsibilities:
  • Preparing for and participating in client meetings, including investment committee meetings, and managing follow-up communications and reporting.
  • Taking responsibility for assigned client relationships, including account management and responding to ad-hoc investment queries.
  • Leading sector-specific research and maintaining up-to-date knowledge of fund managers, investment processes, and products.
  • Supporting the sales team with prospective consulting clients, including participating in meetings and preparing documentation.
  • Producing high-quality client materials such as presentations, quarterly reports, and market commentary.
  • Collaborating with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance, and contributing to the development of investment content.
Requirements:
  • At least 5 years of experience in investment research, financial planning, funds management, or a related financial services environment.
  • Strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively.
  • A sound understanding of portfolio construction, investment structures, and financial markets.
  • Proficiency in Microsoft Office tools, particularly Excel and PowerPoint, and ideally experience with CRM systems such as Salesforce.
  • A finance or business degree and RG146 compliance, demonstrating your commitment to ongoing training, study and upholding professional standards in financial services.
Benefits:
  • The opportunity to make a significant impact on the success of our organization.
  • A collaborative and intellectually stimulating work environment that fosters continuous learning and development.
  • Flexible work options and a range of wellbeing offerings and discounts on everyday spending.
  • Eligibility of discretionary bonus and four days study leave per annum, plus $4,000 p.a. study allowance paid for successful completion of approved courses.

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