Portfolio Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $120,000 - $200,000

We're looking for a highly skilled Investment Manager to join our team. As an Investment Specialist, you will be responsible for leading service delivery for investment solutions to financial advisers in New South Wales.

Key Responsibilities
  • Develop and execute strategies to upsell advice practices in New South Wales, achieving retention and share of wallet AUM goals.
  • Recruit and win new advisers and practices in New South Wales to entrust their clients' assets to our managed portfolio solutions, achieving netflow goals.
  • Remove potential barriers preventing advisers from using our managed portfolio solutions and achieve philosophical alignment with our global best practice investment approach.
  • Onboard and serve advisers to write new netflows by solving investment and behavioural challenges when entrusting their clients' wealth to our managed portfolio solutions.

You will have a strong background in investments, including principles of asset allocation, portfolio construction, and manager analysis.

Demonstrated experience, understanding, and proficiency in communicating investment and behavioural finance concepts in their application to financial advice.

An ability to prioritise in a fast-paced environment to meet deadlines and service standards to financial advisers.

Excellent presentation, public speaking, and written communication skills, including the ability to listen effectively, present a compelling solution to adviser and practice needs and objections.

A bachelor's degree, advanced degree, and/or CFA designation is preferred. Greater than 7 years of industry experience is preferred in investments and serving financial advisers and practices.

About You
  • Strong investment background, including principles of asset allocation, portfolio construction, and manager analysis.
  • Demonstrated experience, understanding, and proficiency to communicate investment and behavioural finance concepts in their application to financial advice.
  • An ability to prioritise in a fast-paced environment to meet deadlines and service standards to financial advisers.
  • RG146 Certification.
We Offer
  • Ongoing adviser and licensee meeting preparation, presentations, and investment query responses regarding our managed portfolio solutions and investment approach.
  • Quarterly investment collateral development and presentation to advice practices on key investment themes, performance, and trade updates for our managed portfolio solutions.

You will be part of a dynamic team that values collaboration, innovation, and continuous learning.

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Bebeeportfolio Full time

    Portfolio Management OpportunityThis position focuses on managing and overseeing portfolios to ensure they align with the organization's goals.The ideal candidate will have strong portfolio management skills, excellent communication abilities, and experience working in a fast-paced environment.Manage multiple portfolios, including investment strategies and...

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia beBeePortfolio Full time $120,000 - $180,000

    Job Overview">The Portfolio Management Lead role presents an exciting opportunity to drive value realization from investments and adopt best-in-class portfolio management practices. Reporting to the Head of Transformation, you will support the organization in achieving its strategic objectives by overseeing the operating cadence of portfolio...

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Bebeeinvestment Full time

    We're seeking a talented professional to lead our investment services. At the heart of this role is delivering exceptional service to clients, driving portfolio growth and retention.Key Responsibilities:Develop and execute strategies to upsell advice practices in New South Wales and achieve AUM goals.Recruit and win new advisers and practices in New South...

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia beBeeProperty Full time $60,000 - $70,000

    Exciting Opportunity: Property Portfolio Manager RoleDescription:We are seeking an experienced Property Portfolio Manager to oversee a portfolio of circa 200 properties. The successful candidate will be responsible for managing the day-to-day operations, ensuring seamless delivery of services, and driving business growth.

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $160,000

    We're seeking a talented professional to lead our investment services. At the heart of this role is delivering exceptional service to clients, driving portfolio growth and retention.Key Responsibilities:Develop and execute strategies to upsell advice practices in New South Wales and achieve AUM goals.Recruit and win new advisers and practices in New South...

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia The Onset Full time

    Join to apply for the Portfolio Manager - Insurance Software Vendor role at The Onset4 days ago Be among the first 25 applicantsJoin to apply for the Portfolio Manager - Insurance Software Vendor role at The OnsetJob DescriptionPortfolio Manager opportunity at a leading General Insurance Software vendor in the Sydney CBD.Due to increasing client demand for...

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Easy Payroll Global & Hr Full time

    On behalf of our client, we requires a self-motivated Portfolio Manager who will champion our Investible's founders and further extend the reach and capabilities of our portfolio support offerings.Reporting to the Portfolio Director, this is a position at the intersection of the key stakeholders in the Investible ecosystem. In this role, no two days are the...

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Bebeeportfolio Full time

    Portfolio Manager OpportunityWe are seeking an experienced Portfolio Manager to join our team. As a Portfolio Manager, you will play a crucial role in assessing and analyzing developer portfolios, as well as supporting evidence-based decisions that drive the success of our program.About the RoleYou will be responsible for evaluating developer applications...

  • Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia beBeePortfolio Full time $110,000 - $140,000

    Effective portfolio management is crucial for achieving organizational objectives. As a Senior Portfolio Strategist, you will contribute to the strategic management of our investment platform, leveraging expertise in portfolio oversight, data-driven decision-making, and cross-team collaboration.Main Responsibilities:Supporting the implementation of portfolio...

  • Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia beBeePortfolio Full time $100,000 - $150,000

    Job Title: Portfolio ManagerJob Overview:We are seeking an experienced Portfolio Manager to lead our national property portfolio. The successful candidate will be responsible for managing transactions, lease administration, financials, and client relationships.Main Responsibilities:Manage end-to-end property transactions including lease renewals, rent...