Portfolio Strategist

5 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $100,000 - $150,000
Job Overview

The Investment Analyst plays a pivotal role in our Wealth Advisory division, working closely with the Chief Investment Officer and Investment Committee to drive investment research, portfolio implementation, and ongoing administration.

This position is ideal for someone with strong analytical skills and a passion for markets who enjoys working behind the scenes to deliver high-quality investment advice and solutions.

Key Responsibilities:
  1. Collaborate with the Chief Investment Officer and Investment Committee to monitor global markets and drive portfolio insights.
  2. Prepare comprehensive fund summaries, performance reports, and investment research memos to inform decision-making.
  3. Maintain strong relationships with fund managers, coordinating due diligence, meetings, and ongoing engagement.
  4. Conduct deep-dive research into emerging investment opportunities across listed and private markets.
  5. Monitor economic, geopolitical, and market developments to inform strategy and portfolio positioning.
  6. Assist with portfolio administration, including rebalancing, investment instructions, data updates, and liaison with third parties such as fund managers, brokers, and platform providers.
  7. Analyse portfolio performance against benchmarks, identify risks, and support implementation of mitigation strategies.
  8. Prepare investment updates and presentation materials for adviser use in client meetings.
  9. Provide timely, proactive support to advisers with ad hoc queries, reporting, and investment implementation.
Requirements:
  • A tertiary qualification in Finance, Commerce, Economics, or a related field is essential.
  • Progress towards a CFA or equivalent designation is desirable.
  • At least 4 years of experience as an analyst is required.
  • Solid knowledge of investment markets, asset classes, and portfolio structures is necessary.
  • Intermediate to advanced Excel skills are essential, along with strong attention to detail.
  • Experience with financial planning platforms such as Xplan or Salesforce is advantageous.
  • A self-starter who can work autonomously and deliver high-quality work is required.
  • Tech-savvy individuals with an interest in leveraging AI tools and automation to improve investment processes are highly desirable.
What We Offer:
  • A flexible work arrangement, allowing employees to work from home 2 days per week and flex their hours to suit their lifestyle.
  • A culture that values inclusivity, support, and gender balance, recognizing and rewarding employee contributions and commitment.
  • A collaborative and purpose-driven environment where employees' contributions support independent investment advice.
  • Opportunities for professional growth and development through paid study support and cash for referrals.

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