Investment Performance Strategist

3 days ago


Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000
Job Summary:

The Investment Performance Analyst, Specialist role is a challenging and rewarding opportunity to contribute to the investment process by delivering accurate, insightful performance analysis.

This position requires strong analytical and problem-solving skills, as well as excellent communication and collaboration abilities. The successful candidate will be responsible for resolving complex performance challenges, enhancing attribution models, and driving continuous improvement in performance attribution processes.

Key Responsibilities:
  • Guides and develops other Performance Analysts in measuring, analyzing, and interpreting the investment performance of Funds, ETF's, and SMA's.
  • Delivers and oversees delivery of accurate performance analysis, reports, and technical requests.
  • Resolves complex performance issues through research.
  • Develops and leads solutions to complex performance and attribution modelling and process improvements.
  • Provides insightful analysis and commentary to support Product Management and Distribution.


  • Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $150,000

    Investment StrategistWe're looking for a professional to develop valuable insights and investment ideas for clients. From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies.Support senior analysts for specific analysis of companies and their equities.Work on various research...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $180,000

    Job DescriptionAs a Portfolio Strategist, you will have the opportunity to lead the development of tailored investment solutions for accumulation and retirement products. You will establish and maintain strategic and medium-term asset allocation frameworks, overseeing portfolio risk management and performance analysis.Responsibilities Develop comprehensive...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $190,000 - $250,000

    Job Title: Chief Investment StrategistAbout the Role:We are seeking a seasoned investment professional to lead our strategic planning efforts and optimize our portfolio for maximum returns. The ideal candidate will have expertise in capital allocation, financial modeling, and process improvement.Key Responsibilities:Strategic Planning: Develop and execute a...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000

    Job DescriptionA product strategist will play a pivotal role in the delivery of a growing investment product suite.The successful candidate will lead the development and execution of the product roadmap for Investments and Superannuation offerings.They will design customer-centric propositions and ensure alignment with regulatory requirements and market...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $80,000 - $150,000

    Portfolio StrategistWe seek an experienced Portfolio Strategist to drive strategic investment decisions and deliver tailored consulting solutions. You will work closely with clients, portfolio managers, and sales teams to shape portfolio strategies and client outcomes.Key Responsibilities:Prepare for and participate in client meetings, including investment...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $130,000

    Portfolio StrategistWe are seeking a skilled Portfolio Strategist to join our team. As a key member of our investment division, you will play a critical role in shaping the strategic direction of our clients' portfolios.About the Role:Develop and implement portfolio strategies that meet the evolving needs of our clientsCollaborate with cross-functional teams...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $180,000 - $200,000

    Transform Your Career as a Portfolio StrategistKey ResponsibilitiesDeliver in-depth financial analysis and research to drive informed investment decisions.Collaborate with senior team members to evaluate and monitor portfolio performance.Develop and implement effective investment strategies to optimize returns.Conduct thorough market research and industry...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000

    Performance Expert - Drive Investment SuccessDelivering precise and insightful performance analysis is critical for investment achievements. In this role, you will resolve complex challenges in performance measurement, develop enhanced attribution models, and drive continuous improvement in performance attribution processes.Key Responsibilities:Provides...


  • Melbourne, Victoria, Australia Vanguard Australia Full time

    Join to apply for the Investment Performance Analyst role at Vanguard Australia More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Vanguard Group still operates under this...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $200,000

    We are looking for a highly skilled Investment Strategist to support our investment decisions by conducting detailed financial analysis, market research and due diligence.Job OverviewThe successful candidate will play a key role in evaluating potential investment opportunities through thorough financial modelling and analysis, as well as performing in-depth...