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Portfolio Investment Strategist

2 weeks ago

Brisbane, Queensland, Australia beBeeInvestment Full time $150,000 - $180,000
Investment Performance Manager Job Summary

This is a highly strategic leadership role that requires exceptional investment performance and attribution expertise.

About the Position:
  • Leverage your expertise to lead end-to-end investment performance and attribution reporting across all fund structures.
  • Mentor and manage a team of performance analysts, ensuring high-quality output and professional development.
  • Develop and oversee monthly, quarterly, and ad-hoc performance reports for internal and external stakeholders.
  • Collaborate with investment teams to analyze performance trends and provide actionable insights.
  • Build strong relationships with custodians to ensure data accuracy and optimal outcomes for performance reporting and reconciliation.
  • Present performance results and insights to senior management and investment committees.
Your Qualifications:
  • You are an excellent communicator with top-notch interpersonal skills.
  • You possess extensive experience in funds management or custodian organizations, with direct experience in performance analytics and investment data management.
  • You have strong knowledge of performance measurement, attribution, and risk-adjusted return metrics.
  • You are proficient in performance systems (e.g., Pearl/Ortec, FactSet, Morningstar, Bloomberg PORT, Aladdin).
Our Organization:

We take care of over $330 billion in retirement savings for 2.4 million members. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

We welcome diverse thinking, cultures, perspectives, backgrounds, and abilities. If you're looking for a rewarding career opportunity, apply now.