Strategic Investment Advisor

6 days ago


Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $180,000

Overview
The role of Senior Investment Analyst involves undertaking research and analysis to support management of the investment program. You will be a key contributor in several areas:
Key Responsibilities

  • Assisting your team with the management of multiple asset classes such as Equities and Real Assets
  • Conducting investment research and analysis
  • Conducting due diligence on new investments and investment managers, that supports effective assessment and selection of managers and investments
  • Monitoring and reviewing existing investments and investment managers in relevant asset classes
  • Implementation in the relevant asset classes in conjunction with the Head of Asset Class or Investment Manager
  • Contribute ideas, suggestions and actively support discussion on relevant asset classes
  • Contribute to asset class reviews and papers for the board and investment committee

What We're Looking For

  • Previous experience as a Senior Investment Analyst or Investment Analyst
  • A good understanding of effective Investment research and analysis to ensure positive outcomes
  • Experience working and liaising with Investment managers
  • A good understanding of multiple asset classes
  • Strong interpersonal skills with a collegiate approach and the ability to work independently
  • Collaborative team player with a strong work ethic, capable of working productively and cohesively within a team environment
  • Excellent communication skills, both written and oral
  • Comprehensive understanding of the superannuation industry, particularly investments within superannuation
  • Relevant tertiary qualifications with post-graduate or industry accreditations viewed favourably

Benefits

  • Hybrid & Flexible work environment
  • 3% Superannuation guarantee above industry minimum
  • Matching your superannuation Salary Sacrifice of up to 2%
  • 5 weeks of Annual Leave
  • 16 weeks of Parental leave for all eligible employees
  • Holistic health & wellbeing support - Free annual flu shots, skin checks, Employee Assistance Program
  • Fantastic External Employee Coaching Program and Professional Development
  • Fantastic Rewards and Recognition Program, as well as employee discounts and cashback offers on a broad range of products and services

How to Apply?

Submit your resume and cover letter.

We are an equal opportunity employer and welcome applications from diverse candidates.



  • Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000

    Investment OpportunityThis is a rare chance for an experienced investment professional to join a highly regarded wealth management firm.You will work alongside senior advisors, delivering tailored strategies and building technical expertise in financial services.Partner with senior advisors to deliver bespoke investment and wealth management...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000

    We are seeking a skilled investment professional to join our team as an Associate Advisor.About the OpportunityAs an Associate Advisor, you will work closely with Directors and senior portfolio managers to deliver tailored investment strategies and deepen client relationships.Key ResponsibilitiesPartner with senior advisers to develop and implement bespoke...


  • Melbourne, Victoria, Australia beBeeConsultant Full time $120,000 - $140,000

    Investment ConsultantThis is an exciting opportunity for a highly skilled investment professional to take on a challenging role in our consulting division.The ideal candidate will possess excellent communication skills, be able to think strategically and have a proven track record of delivering results.We are looking for someone who is passionate about the...


  • Melbourne, Victoria, Australia BMYG Corporate Pty Ltd Full time $75,000 - $80,000 per year

    Boman Corporate Pty LtdMelbourne VICFinancial Planning (Banking & Financial Services)Full timeLocation: Melbourne, VICJob Type: Full-timeSalary: $75,000 - $80,000 per year38 Hours Per WeekMonday to Friday[Company Overview]Boman Corporate Pty Ltd is a licensed financial services firm, with a strategic presencein Melbourne, Sydney, Tianjin and Hong Kong. Since...

  • Investment Advisor

    3 weeks ago


    Melbourne, Victoria, Australia Balfour Capital Group Full time

    2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Join Balfour Capital Group as an Investment AdvisorAbout Balfour Capital GroupBalfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies,...

  • Investment Advisor

    7 days ago


    Melbourne, Victoria, Australia Balfour Capital Group Full time

    2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Join Balfour Capital Group as an Investment AdvisorAbout Balfour Capital GroupBalfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies,...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $80,000 - $120,000

    Key ResponsibilitiesSenior Investment Advisor RoleThe primary objective of this position is to provide high-quality investment advice to large and complex clients.This involves managing client relationships, working closely with other advisors and internal support teams to ensure clients' investment advisory needs are met across all product types.The role...


  • Melbourne, Victoria, Australia Metricon Full time

    **Love Where You Work****Metricon Homes, Australia's largest home builder is committed to recruiting outstanding individuals who share our passion for delivering quality, service and award winning living solutions for Australian families.**Invest by Metricon is a new division of the business offering our clients tailored property investment solutions with...


  • Melbourne, Victoria, Australia Metricon Full time

    **Love Where You Work****Metricon Homes, Australia's largest home builder is committed to recruiting outstanding individuals who share our passion for delivering quality, service and award winning living solutions for Australian families.**Invest by Metricon is a new division of the business offering our clients tailored property investment solutions with...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000

    Investment Specialist RoleWe 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...