Financial Expert

1 week ago

Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $250,000
Investment Performance Specialist

This role covers investment performance, attribution, risk, and mandate compliance for clients worldwide.

  • Manage client relationships and services for analytics solutions.
  • Engage with clients on product solutions and provide thought leadership on analytics.
  • Provide in-depth analysis and technical support to clients.
  • Lead virtual teams through client onboarding and project initiatives.
  • Understand client reporting needs and recommend technology use.

You will be working in a dynamic team that provides services to governments, institutions, and financial advisors globally.

We value skills such as:

  • Client relationship and stakeholder management.
  • Business acumen.
  • Change management.
  • Technical expertise in Financial Markets and Products.

Preferred qualifications include:

  • University degree qualification.
  • Post graduate degree or certifications like CFA, CIPM, or CAIA.
  • 5 years' industry experience in investment performance and analytics.

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