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Investment Expert

2 weeks ago

Sydney, New South Wales, Australia beBeePortfolio Full time
Job Description

We are seeking a highly motivated and detail-oriented professional to join our team as a Portfolio Specialist.

The successful candidate will be part of the Client Portfolio Management (CPM) team, supporting the Systematic Equity organisation.

This role covers clients across Asia Pacific and reports to the Head of Client Portfolio Management (APAC).

  • As a Portfolio Specialist, you will be responsible for serving as the internal subject matter expert (SME) for State Street Investment Management's Systematic Equity business.

  • You will conduct exposure, attribution, risk, and ESG analysis across a wide range of regional, sector, and style exposures.

  • You will write regular portfolio commentaries for client distribution and publication.

  • Additionally, you will assist in updating strategy collateral, including factsheets, cheat sheets, presentations, and customised client reports.

  • You will take ownership of developing new content and messaging for flagship strategies, ensuring consistency and high standards across all internal and external communications.

  • Moreover, you will provide ongoing support for existing strategies by coordinating due diligence questionnaires, RFP responses, and ad hoc client queries.

  • Finally, you will identify opportunities to streamline processes and reporting through automation tools and collaboration with global teams.

Required Skills & Qualifications

  • Critical thinking and problem-solving ability.

  • Strong organisational skills and ability to manage multiple priorities.

  • Motivated, enthusiastic, and proactive mindset.

  • Willingness to take initiative and navigate complexity.

  • Rigorous attention to detail and ability to perform under pressure.

  • Awareness of industry trends and a desire to progress into a client- or media-facing investment role.

Education & Preferred Qualifications

  • Bachelor's degree in Finance, Mathematics, Economics, or a related discipline.

  • CFA designation or progress toward CFA (or similar qualification).

  • 3–6 years of relevant investment experience (equities required; active quantitative exposure a plus).

  • Excellent quantitative skills, with the ability to analyse and interpret large datasets and present findings clearly.

  • Advanced knowledge of Microsoft Office suite.

  • Proficiency in one or more programming languages used in data analysis or financial modeling (e.g., Python, SQL) preferred.

  • Familiarity with AI-assisted development tools such as Copilot, with the ability to leverage them for enhanced productivity.

  • Knowledge of FactSet and Bloomberg.

  • Strong verbal and written communication skills.

  • Passion for financial markets and investing.

  • Team player with the ability to work independently and deliver results within deadlines.