Multi-Asset Portfolio Specialist

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $1,500,000 - $2,500,000
Job Role

This is a key position in the Investment Solutions Group (ISG) where you will work with the team to develop and manage multi-asset class and currency portfolios focused on addressing long-term investment objectives from a total portfolio perspective.

You will also work with both retail and institutional investors in developing a keen understanding of their investment objectives and risk tolerance to craft the most appropriate solutions. The role requires the ability to handle both multi-asset portfolios (strategic and tactical) and currency portfolios.

Portfolio managers are expected to actively participate in our asset allocation process and to work with clients to review existing portfolios and develop new business opportunities.

Responsibilities include:

  • Portfolio management - cash flow, rebalancing, and currency management across multiple portfolios
  • Tactical views and implementation across various asset classes and vehicles
  • Heavy client interaction for maintaining and driving new business
  • Participating in improving and developing strategies

Requirements:

  • Strong interest in capital markets, portfolio management, and tactical experience
  • CFA or MBA or working towards a plus
  • At least 7 years of investment experience

The company is an equal opportunity employer and provides a positive work environment.

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