Senior Investment Strategist

3 days ago

Melbourne, Victoria, Australia beBeePortfolio Full time $150,000 - $200,000
Job Overview

The Portfolio Analyst will be responsible for maintaining and enhancing financial and investment models, including short- and long-term investment return and risk analysis.

  • Maintain and enhance financial and investment models
  • Monitor and review portfolio cash positions and client cashflow patterns
  • Recommend and instruct investment transactions across portfolios
Key Skills and Qualifications

The ideal candidate will possess a degree in finance or commerce, with progress towards post-graduate investment management qualifications highly regarded. They will have 3-5 years of experience in an investment advisory, investment management, investment strategy, investment risk and/or manager-of-managers environment.

  • Investment management qualifications
  • Experience in investment advisory, management, strategy, risk and/or manager-of-managers environment
Benefits

The Portfolio Analyst will enjoy a range of great employee benefits and rewards, including a competitive salary + bonus program, additional yearly Well-Being and Community leave days, 14-week paid parental leave, Employee Referral Program, Employee Assistance Program, Maxxia Rewards, discounts across the Australian Unity business, and access to LinkedIn Learning courses.

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