Senior Investment Specialist

2 days ago


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

We are seeking an experienced Fund Analyst to join our team. As a key member of our investment implementation unit, you will be responsible for providing analytical support for investment activities and contributing to the development of a new Target Operating Model.

Key Responsibilities
  • Collaborate with the Head of Fund Implementation in executing portfolio management decisions and coordinating daily portfolio exposure management activities.
  • Assist in asset allocation rebalancing, liquidity forecasting, and monitoring of derivative overlays.
  • Contribute to the maintenance of an accurate implementation pipeline and ensure best-practice execution of investment decisions.
Requirements
  • A degree in finance, economics, or mathematics; a postgraduate qualification is desirable but not necessary.
  • 5-7 years of investment industry experience, with a strong emphasis on derivatives and derivative overlay strategies.
  • Experience in portfolio construction for multi-manager portfolios, including the use of derivatives for risk management and performance enhancement.
Benefits
  • Demonstrated expertise in derivative and derivative overlay strategies, showcasing your ability to enhance portfolio performance and manage risk effectively.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Excellent communication and collaboration abilities to work effectively within a team.
About this Role

This is a hybrid role that requires working at least three days a week in the office. You will have the opportunity to contribute to the development of a new Target Operating Model and collaborate with a talented team of professionals.



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