Investment Portfolio Expert

7 hours ago

Sydney, New South Wales, Australia beBeeExpert Full time $104,141 - $193,975
Portfolio Specialist Position

The ideal candidate will be a highly motivated and detail-oriented individual with expertise in portfolio management.

This role involves serving as an internal subject matter expert for Systematic Equity business, conducting exposure, attribution, risk, and ESG analysis across a wide range of regional, sector, and style exposures.

The selected candidate will also be responsible for writing regular portfolio commentaries for client distribution and publication, updating strategy collateral, including factsheets, cheat sheets, presentations, and customised client reports.

In addition, the Portfolio Specialist will take ownership of developing new content and messaging for flagship strategies, provide ongoing support for existing strategies by coordinating due diligence questionnaires, RFP responses, and ad hoc client queries.

Furthermore, the successful candidate will identify opportunities to streamline processes and reporting through automation tools and collaboration with global teams.

Upholding the highest standards of risk excellence is also crucial for this role, requiring close work with Marketing, Compliance, Content Management, Legal, and Product teams.

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