Sydney Investment Solutions Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeExpertise Full time $120,000 - $170,000
Private Assets Product Specialist

This position is responsible for defining, developing, and implementing investment products across their entire lifecycle. As a key member of the team, you will be instrumental in delivering complex cross-functional initiatives.


Key areas of focus include:

  • Product Launch
    • Project manage the launch of private market funds and solutions across asset classes and client channels
    • Assist with structuring, documentation, and financial modeling of new and existing funds
    • Identify trends and opportunities for product development, aligning strategies to meet business goals and market needs
    • Maintain technical expertise and understanding of regulatory framework
    • Collaborate with internal teams and external stakeholders to facilitate productive coordination and drive solutions
    • Develop knowledge and understanding of our product landscape, competitor offerings, and client needs
  • Product Maintenance
    • Support product level modifications and activities
    • Establish and implement consistent internal processes

Qualifications:

  • At least 8 years relevant experience at a leading asset manager or financial institution
  • Experience in project managing and delivering complex cross-functional initiatives
  • CFA or equivalent qualification preferred
  • Proven problem solver, with ability to resolve outstanding issues and escalate when necessary
  • Advanced Excel skills
  • Clear communicator, both verbally and written for internal and external audiences

Benefits

  • Mid-senior level role with opportunities for career growth
  • Full-time employment with a dynamic and global organization
  • Job function includes product management and marketing

Location

Sydney, New South Wales, Australia

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