Strategic Portfolio Specialist

1 week ago

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

We are seeking a skilled Portfolio Strategist to join our team. This role involves working closely with our asset allocation specialists to construct and manage portfolios, providing investment strategy formulation and research support.

The ideal candidate will have a bachelor's degree in Finance, Commerce, or Business, excellent written and verbal communication skills, and the ability to work independently. They should also have experience in investment strategy, research, or portfolio construction, and be proficient in risk analytics and Python programming.

Key Responsibilities:

  • Construct portfolios with efficiency and consistency, reflecting desired asset class, style, macro, and market exposures.
  • Monitor portfolios for their likelihood of achieving stated objectives and recommend changes as necessary.
  • Contribute to medium-term investment strategy formulation, providing asset allocation/sub-asset/strategy recommendations.
  • Assist in formulating investment-oriented portfolio construction recommendations.
  • Measure, monitor, and manage risk, presenting to asset allocation meetings and Investment Committees.
  • Pull together recommendation documentation outlining portfolio positioning/changes and the rationale underlying these positions/changes.
  • Contribute thought leadership pieces on areas such as portfolio construction, roles of assets, strategies, etc.
  • Present portfolio construction and strategy issues and themes as part of our asset allocation service to existing and prospective clients.

Required Skills and Qualifications:

  • Bachelor's degree in Finance, Commerce, or Business.
  • Excellent written and verbal communication skills.
  • Ability to work independently and take ownership of your own workload.
  • Exceptional presentation skills and strong attention to detail.
  • 5+ years' experience in investment strategy, research, or portfolio construction.
  • Knowledge of risk analytics and risk systems such as MSCI BarraOne.
  • Python programming skills.
  • Broad experience with various types of investments and their characteristics, including equities, fixed income, credit, and private assets.

Benefits:

  • A varied role with opportunities for initiative and collaboration with other motivated professionals.
  • The chance to make your mark on the success of a fast-paced entrepreneurial company.
  • A pleasant, ambitious, and professional working climate with good opportunities for further development.
  • A culture that values continuous learning and development.
  • Eligibility for discretionary bonus.
  • 4 days' study leave per annum.
  • $4,000 p.a. study allowance paid for successful completion of approved courses.
  • Flexible work options under our Versatile Work Practices.

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