Portfolio Strategist

Unlock a brighter financial future for clients with our Portfolio Manager role.

As a key member of our team, you will play a crucial part in defining and achieving superior financial outcomes through differentiated insights, disciplined investments, and world-class service. You will work closely with investment teams to develop, articulate, and communicate business plan goals and targets to internal stakeholders.

Responsibilities:

• Drive the commercial success of covered products through business plan ownership, completion, and implementation.
• Work closely with the Global Head of Fixed Income CPMs, the Head of Australia Fixed Interest, and investment team partners to develop and articulate longer-term business plan goals and targets to internal stakeholders.
• Represent and advocate for the Portfolio Managers within the organisation and with the external client base; display expertise in articulating team philosophy, process, performance/attribution, and portfolio positioning to internal and external clients.
• Participate in regular investment discussions with portfolio managers and analysts.
• Engage with Portfolio Managers to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience.
• Drive distribution strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, client queries, questionnaires, presentation material preparation, thought leadership generation, and execution.

Key Skills and Qualifications:

• Business / Commercial Acumen - able to proactively develop clear objectives backed by data, understanding any problems that may prevent them from being achieved and a way to overcome them.
• Client Skills - able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently.
• Investment Knowledge - deep understanding of specific products or assets, including the impact of macro environment.
• Partnership - able to coordinate activities between PMs, Product Specialists, Product Development, and Investment Specialists, able to listen and communicate effectively for different audiences to build trust.
• Agility - able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams.
• Teamwork - ability to work cooperatively within a team environment.

Benefits:

• Hybrid working and reasonable accommodations.
• Paid volunteer time to step away from your desk and into the community.
• Support to grow through professional development courses, tuition/qualification reimbursement, and more.
• All-inclusive approach to Diversity, Equity, and Inclusion.
• Maternal/paternal leave benefits.
• Complimentary subscription to Headspace - the mindfulness app.
• Corporate membership to ClassPass and other health and well-being benefits.

What to Expect:

As a Portfolio Manager at our organisation, you can expect a dynamic and supportive work environment that fosters growth and development. You will have the opportunity to work collaboratively with a talented team of professionals who share your passion for delivering exceptional client experiences.

Nice to Have Skills:

• MBA, advanced degree, or CFA Charter Holder preferred.
• Experience with presentation development and delivery.
• Advanced Excel, Word, and PowerPoint skills.
• Data gathering and interpretation from institutional sources including: Bloomberg, FactSet, Wilshire, Zephyr, Investor Force-PSN, Callan PEP software, etc.

Join us and discover a career that truly makes a difference. Apply now