Senior Investment Portfolio Specialist

5 days ago

Melbourne, Victoria, Australia beBeeImplementation Full time $120,000 - $180,000
Investment Implementation Analyst

This role is responsible for providing analytical support to investment implementation activities, focusing on improving efficiency and reducing operational risk. The successful candidate will work closely with the Head of Fund Implementation to execute portfolio management decisions, including asset allocation and investment manager changes.

Key Responsibilities:
  • Provide analytical support for investment implementation activities.
  • Assist the Head of Fund Implementation in executing portfolio management decisions.
  • Coordinate daily portfolio exposure management activities.
  • Collaborate with investment operations to maintain an accurate implementation pipeline.
  • Participate in the design and implementation of a new Target Operating Model (TOM) for Pacific Solutions business.
Requirements:
  • A degree in finance, economics, or mathematics.
  • 5-7 years of experience in the investment industry, with a strong emphasis on derivatives and derivative overlay strategies.
  • Experience in portfolio construction for multi-manager portfolios, including the use of derivatives for risk management and performance enhancement.
  • Solid understanding of various portfolio construction approaches.
  • Strong knowledge of investment markets and asset classes.
Desirable Skills:
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration abilities.
  • Proactive approach to continuous improvement in data management processes.
  • Demonstrated expertise in derivative and derivative overlay strategies.
  • Experience with data analytics and information delivery functions.

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