Chief Investment Officer

6 days ago

Sydney, New South Wales, Australia Platinum Pacific Partners Full time

About the Role

We are seeking a highly skilled Chief Investment Officer to join our team at Platinum Pacific Partners. As a key member of our investment team, you will play a critical role in driving the long-term growth of our listed investment companies.

Key Responsibilities

  • Act as a relationship manager, developing and maintaining relationships with retail shareholders, brokers, financial planner groups, wealth managers, and consultants.
  • Communicate, monitor, and ensure adherence to Investment Guidelines outlined by the Investment Committee.
  • Document formal yearly reviews with fund managers to discuss investment performance with the IC.
  • Monitor fund managers and macro events, reporting to the IC and assisting in sourcing international and domestic fund managers and thought leaders.
  • Engage in investor relations, maintaining strong relationships with brokers and planner networks to facilitate interest in our companies.

Requirements

Candidates should have a wealth of knowledge and experience in the investment sector, with strong relationship and communication skills. They should be able to review and assess a wide range of information, providing objective, informative, and comprehensive reports to various committees. Experience in portfolio management, investment decision making, or as a client portfolio manager is highly desirable.

About Us

Platinum Pacific Partners is a leading investment firm that delivers both investment and social returns. We are committed to making a positive impact in the community and are seeking a like-minded individual to join our team.

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