Investment Portfolio Strategist

1 day ago


Melbourne, Victoria, Australia Kaizen Recruitment Full time

Our client, a well-established boutique investment firm in Australia, is seeking an experienced Senior Portfolio Analyst to oversee portfolio reporting and investor services.

This critical role will see you act as a conduit between various stakeholders, providing portfolio analytics to support senior leadership with investment decision-making processes.

The successful candidate will have 6+ years of experience in funds management or a similar environment, with strong knowledge of Microsoft Excel and complex financial models.

A tertiary qualification in Business/Finance or a related field is required, along with good understanding of various investment products.

As an Investment Portfolio Strategist, your key responsibilities include managing day-to-day operations of the funds, preparing periodic reports, liaising with portfolio fund managers, and maintaining current financial models.

You will also be responsible for ensuring all investment documentation meets independent audit scrutiny, preparing regular and ad hoc Board reports, calculating distribution payments, and assisting in origination and execution of new investment ideas.

A highly effective communicator with strong interpersonal skills, you will work independently and prioritize tasks in a broad range of functions.

The estimated salary for this position is AU$120,000 - AU$150,000 per annum, depending on experience.



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