Investment Portfolio Manager
1 week ago
Our client, a rapidly growing fund manager, is seeking an experienced Investment Manager to drive growth in their investment portfolio. As a key member of the team, you will be responsible for identifying strategic business opportunities, managing investor relationships, and maintaining the investment portfolio.
Key Responsibilities:- Support the Managing Director in growing the investment portfolio, including identifying new business opportunities and relationships.
- Manage the investor pipeline from origination to onboarding, ensuring regular updates to the executive team.
- Maintain and improve the investment portfolio management, including data analysis and reporting.
- Develop and maintain valuable relationships with investors, financial planners, and accountants.
- Ensure all investments are properly documented and up-to-date.
- Proven track record in raising capital and managing investment portfolios.
- Demonstrated ability to manage the investment process from deal origination to documentation and onboarding.
- Experience in investment relationship development and private credit.
- RG146 certification (desirable).
- Demonstrated knowledge of investment management and private credit.
Our client offers a dynamic work environment, a competitive remuneration package, and opportunities for career growth. If you are a motivated and experienced Investment Manager looking for a new challenge, apply today for a confidential discussion.
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Investment Portfolio Manager
4 weeks ago
Sydney, New South Wales, Australia Uplift Recruitment Full timeInvestment Manager OpportunityOur client, a rapidly growing fund manager, is seeking an experienced Investment Manager to drive portfolio growth and expand their investment portfolio.This is a unique opportunity to join a customer-first organization and contribute to the growth of their investment portfolio.The ideal candidate will have a background in...
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Investment Portfolio Manager
4 weeks ago
Sydney, New South Wales, Australia Uplift Recruitment Full timeInvestment Manager OpportunityOur client, a rapidly growing fund manager, is seeking an experienced Investment Manager to drive portfolio growth and expand their investment portfolio.This is a unique opportunity to join a customer-first organization and contribute to the growth of their investment portfolio.The ideal candidate will have a background in...
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Investment Portfolio Manager
6 days ago
Sydney, New South Wales, Australia Uplift Recruitment Full timeInvestment Manager OpportunityOur client, a rapidly growing fund manager, is seeking an experienced Investment Manager to drive portfolio growth and expand their investment portfolio.This is a unique opportunity to join a customer-first organization and contribute to the growth of their investment portfolio.The successful candidate will have a proven track...
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Investment Portfolio Manager
19 hours ago
Sydney, New South Wales, Australia Uplift Recruitment Full timeInvestment Manager OpportunityOur client, a rapidly growing fund manager, is seeking an experienced Investment Manager to drive portfolio growth and expand their investment portfolio.This is a unique opportunity to join a customer-first organization and contribute to the growth of their investment portfolio.The ideal candidate will have a background in...
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Investment Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Uplift Recruitment Full timeInvestment Manager OpportunityOur client, a rapidly growing fund manager, is seeking an experienced Investment Manager to drive portfolio growth and expansion.This is a unique opportunity to join a customer-first organization and contribute to the success of a dynamic team.The ideal candidate will have a strong background in investment management, with a...
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Investment Portfolio Manager
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Investment Portfolio Analyst
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Investment Research Specialist
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Sydney, New South Wales, Australia MFS Investment Management Full timeAbout the Role:MFS Investment Management is seeking a highly skilled Investment Research Specialist to join our team. As an Investment Research Specialist, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key Responsibilities:Conduct...
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Investment Portfolio Analyst
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Sydney, New South Wales, Australia Cambridge Associates LLC Full time{"THE OPPORTUNITYAs a member of our Investment Analysts Group, you will work closely with clients to provide support in producing investment materials and papers. Your responsibilities will include gathering and analyzing historical asset allocation, spending, and performance data; evaluating financial histories; analyzing investment managers' portfolios;...
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Investment Portfolio Analyst
1 month ago
Sydney, New South Wales, Australia Cambridge Associates LLC Full timeAbout the RoleCambridge Associates LLC is seeking a highly skilled Investment Analyst to join our team. As an Investment Analyst, you will play a critical role in providing support to our clients by producing investment materials and papers.Key ResponsibilitiesGather and analyze historical asset allocation, spending, and performance dataEvaluate financial...
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Investment Research Analyst
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Sydney, New South Wales, Australia MFS Investment Management Full timeAt MFS Investment Management, we foster a collaborative environment that empowers our employees to excel in their roles. Our culture prioritizes teamwork and the sharing of ideas, ensuring that the best concepts prevail over individual accolades. We are committed to our community and to each other, recognizing the significance of our work for the countless...
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Portfolio Monitoring Specialist
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Portfolio Monitoring Specialist
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Portfolio Risk Manager
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