Equity Portfolio Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $200,000
Portfolio Specialist Role

We are seeking a detail-oriented Portfolio Specialist to join our team and support the development of new products. This role will serve as the primary point of contact for various stakeholders on investment-related communications.

The successful candidate will be responsible for conducting analysis, writing regular portfolio commentaries, and assisting in updating strategy collateral. Additionally, they will take ownership of developing new content and messaging for flagship strategies and provide ongoing support for existing strategies.

To succeed in this role, you will need strong organisational skills, the ability to manage multiple priorities, and a motivated mindset. You will also require rigorous attention to detail and the ability to perform under pressure.

  • Critical thinking and problem-solving ability
  • Strong organisational skills and ability to manage multiple priorities
  • Motivated, enthusiastic, and proactive mindset
  • Willingness to take initiative and navigate complexity
  • Rigorous attention to detail and ability to perform under pressure

This role reports to the Head of Client Portfolio Management and offers opportunities for professional growth and development. We provide a supportive work environment and encourage collaboration with global teams.

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