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Portfolio Strategist

2 weeks ago

Brisbane, Queensland, Australia beBeeInvestment Full time $120,000 - $180,000
Job Title

An experienced Investment Manager is required to manage and optimize investment portfolios of superannuation clients.

Key Responsibilities
  • Manage and oversee superannuation investment portfolios, ensuring alignment with client needs and regulatory standards.
  • Conduct comprehensive market analysis to identify investment opportunities and assess performance metrics.
  • Develop and implement investment strategies that maximize returns while mitigating risk.
  • Collaborate with clients to understand their financial goals and provide expert investment advice.
  • Monitor economic trends and market developments, adjusting investment strategies as necessary.
  • Prepare detailed reports and presentations on portfolio performance and investment strategies for stakeholders.
Requirements
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field; Master's or relevant certification (CFA, CAIA) preferred.
  • Proven experience as an Investment Manager, specifically in superannuation or related investment sectors.
  • Strong understanding of investment principles, portfolio management, and financial markets.
  • Excellent analytical, numerical, and problem-solving skills.
  • High proficiency in data analysis and financial modeling tools.
  • Effective communication and relationship management skills.
  • Ability to work independently as well as collaboratively within a team environment.
Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Financial Services