Investment Portfolio Manager

2 weeks ago


Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000

Job Summary

\helpers/emphasize">We are seeking a seasoned investment professional to join our team as an Investment Analyst. The successful candidate will play a critical role in shaping and maintaining the platform's investment menus, identifying new opportunities, conducting due diligence, and onboarded securities.">

Key Responsibilities

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  • Research and assess new funds, SMAs, and model portfolios for platform inclusion.">
  • Conduct in-depth model manager due diligence and prepare recommendations for the investment committee.">
  • Monitor investment performance and engage with managers on attribution analysis.">
  • Build strong relationships with fund and model managers.">
  • Maintain accurate investment data and collaborate with internal teams for seamless onboarding.">
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Requirements

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  • At least 5 years' funds research experience (essential).">
  • SMA/model portfolio experience strongly preferred.">
  • Proven expertise in model manager due diligence.">
  • Degree in finance or related field (CFA not required – experience valued over qualifications).">
  • Strong analytical skills, excellent communication, and advanced Excel skills; Morningstar Direct/FactSet experience an advantage.">
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What We Offer

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  • Flexible hybrid work environment - split your time between home and the office.">
  • Competitive salary with variable annual performance bonus incentive.">
  • Comprehensive leave benefits, including paid parental leave and purchased leave options.">
  • Access to novated leasing and financial wellness courses.">
  • Professional development opportunities tailored to your growth.">
  • End-of-trip facilities at Melbourne CBD.">
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How to Apply

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Please apply with your CV and a cover letter detailing how your capabilities and career achievements align with the key responsibilities of this role.

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We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates.

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Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.




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