Strategic Portfolio Manager

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $160,000
About the Role

We are seeking an experienced Strategic Portfolio Manager to join our team.

This key position is responsible for coordinating and driving our investment research, collaborating with fund managers, research houses, and asset consultants to provide comprehensive and innovative strategies.

We pride ourselves on our client-centric approach, building long-term, trust-based relationships while upholding the highest standards of integrity and compliance.

Your Key Responsibilities
  • Oversee the Wealth Investment Committee research related matters and deliverables, including investment insight reports and thought leadership
  • Prepare Wealth Investment Committee Papers, including comprehensive reports that summarise findings, analyses, and recommendations regarding investment funds and asset class reviews
  • Manage investment committee stakeholder engagement, including coordinating fund manager meeting schedules and attending meetings to gather qualitative insights
  • Engage with various external stakeholders, including external asset consultants and fund managers
  • Assist with due diligence on potential investment opportunities in public and private markets, analysing fund manager reports and evaluating market trends
  • Contribute to and be an active part of our operational investment infrastructure, including platforms, internal research database, and utilising portfolio modelling software
Your Impact
  • Consistently exceed expectations with an ability to work both independently and collaboratively in a fast-paced environment
  • Proven extensive experience in investment research, with experience in both public and private assets, preferably within investment research houses
  • Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely
  • High attention to detail and strong organisational skills
  • Uphold the highest standards of regulatory compliance and ethical conduct

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