Investment Portfolio Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeinvestment Full time $100,000 - $120,000
Investment Strategist Role

We are seeking an experienced professional to join our high-performing consulting division. This role offers the chance to work closely with clients, portfolio managers, and sales teams, contributing to strategic investment decisions and delivering tailored consulting solutions.

You will be exposed to a wide range of asset classes and investment structures, with opportunities to lead client engagements, develop market insights, and grow your career in a collaborative and intellectually stimulating environment.

  • Preparing for and participating in client meetings, including investment committee meetings, and managing follow-up communications and reporting.
  • Taking responsibility for assigned client relationships, including account management and responding to ad-hoc investment queries.
  • Leading sector-specific research and maintaining up-to-date knowledge of fund managers, investment processes, and products.
  • Supporting the sales team with prospective consulting clients, including participating in meetings and preparing documentation.
  • Producing high-quality client materials such as presentations, quarterly reports, and market commentary.
  • Collaborating with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance, and contributing to the development of investment content.
Key Requirements:
  • A minimum of 5 years of experience in investment research, financial planning, funds management, or a related financial services environment.
  • Strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively.
  • A sound understanding of portfolio construction, investment structures, and financial markets.
  • Proficiency in Microsoft Office tools, particularly Excel and PowerPoint, and ideally experience with CRM systems such as Salesforce.
  • A finance or business degree and RG146 compliance, demonstrating your commitment to ongoing training, study, and upholding professional standards in financial services.
About Us:
  • This leading investment research and consulting business specialises in managed funds research, consulting, and investment solutions for financial advisers and their clients.
  • We foster a culture that values collaboration, continuous learning, and personal growth.
  • We offer flexible work arrangements and regular team events that build strong connections.

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