Ethical Investment Expert

3 weeks ago

Sydney, New South Wales, Australia Australian Ethical Full time

About Australian Ethical

We are one of Australia's fastest-growing super fund and ethical investment managers, listed on the ASX with over $12 billion in funds under management. Our selection of award-winning managed funds and superannuation products cater to various investor needs.

Our purpose is to invest for a better world, and we have been pioneers in this space for over 30 years. We strive to achieve two aims – generating solid financial returns and a positive impact for people, planet, and animals.

The Role

This senior position will serve as a conduit between the investment and client teams, helping articulate our investment philosophy, process, strategy, capabilities, and purpose. The role will focus on delivering insights into drivers of performance and impact outcomes as well as thought leadership supporting our growth objectives by increasing awareness of Australian Ethical as the leading provider of ethical investing.

Key Responsibilities

  • Provide thought leadership content to raise the profile of Australian Ethical and its purpose
  • Drive communication on how we deliver competitive financial performance to our clients and positive change to society and the environment
  • Communicate the drivers of performance, both standalone and through peer/competitor analysis
  • Drive high-quality and effective investment messaging, investment commentaries, and summaries
  • SOURCE information from within the organisation and externally to perform quantitative analysis

Review of Investment Products and Documentation

  • Help cultivate how investment processes are documented and presented with a focus on articulation and visualisation of the investment process, risk management, and portfolio construction components across our strategies
  • Evaluate fund product features, benchmarks, and fees in comparison to peers and best practice
  • Maintain Investment Philosophy and FSC documents to accurately reflect investment processes, value propositions, and key points of differentiation for the AE brand
  • Understand research/ratings views on products and identify areas of improvement for research house communications, presentations, and pitch decks

Communication between Investment and Distribution

  • Act as the subject matter expert within Investments team, responding to information requests about performance
  • Evaluate the effectiveness of investment messaging and suggest improvements to the current process
  • Prepare relevant materials to enhance communication and alignment between investment and distribution teams including contributions to quarterly investment/fund commentaries

Your Qualifications

To be successful in this role, you'll need:

  • 8+ years of investment, product, and/or client experience in investment management
  • A strong working relationship with research/ratings houses and institutional gatekeepers
  • Experience presenting to institutional audiences
  • A deep understanding of investments including portfolios, markets, processes, drivers, and cycles
  • Outstanding verbal, written, and presentation skills with the ability to distil complex information quickly, accurately, and meaningfully
  • A demonstrated track record of producing high-quality articles, reports, presentations, and/or commentaries
  • Exceptional stakeholder engagement skills with the ability to work independently and collegiately
  • Systems and reporting experience with Factset, Bloomberg, Morningstar Ratings, and Mercer will be highly regarded
  • Relevant tertiary qualifications; CFA is highly regarded

About You

We're looking for an accomplished senior investment/investments sales professional who is ambitious and determined. You should have a deep understanding of investments and how to communicate and position those in an appropriate and purposeful way to meet the needs of our clients. If you have most of the following, we'd love to hear from you:

$120,000 - $150,000 per annum

We offer a dynamic and inclusive workplace culture where you can grow professionally and personally. Our values include authenticity, action, empathy, connection, and curiosity. At Australian Ethical, we embrace diversity in our people and thinking. We're committed to being an equal opportunities employer and never discriminate based on race, religion, gender identity or expression, sexual orientation, age, marital status, or disability.

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