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Strategic Portfolio Manager

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $200,000

Drive investment performance with innovative strategies and data-driven decision-making.

Job Summary

We seek a highly skilled Portfolio Manager to lead diverse portfolios across all asset classes, delivering consistent growth and superior returns.

  • Evaluate potential investment opportunities through thorough financial modelling and analysis.
  • Conduct in-depth market research and industry analysis to identify trends and opportunities.
  • Assist in preparing investment memorandums, presentations, and reports for internal and external stakeholders.
  • Participate in due diligence processes, reviewing financial statements, legal documents, and operational data.
  • Monitor portfolio investments, providing recommendations to optimise returns.
  • Support senior management with strategic initiatives.
Key Qualifications
  • Bachelor's degree in Finance, Economics, Accounting, or a related field; advanced degree preferred.
  • 5+ years of experience in investment banking, private equity, asset management, or a related field.
  • Strong financial modelling skills, including Excel proficiency and valuation techniques.
  • Excellent analytical and problem-solving abilities, with attention to detail.
  • Outstanding communication skills, presenting complex information clearly.
  • Proficiency in using financial databases and research tools.
  • Self-motivated, results-driven, managing multiple projects under tight deadlines.