Senior Investment Portfolio Specialist

2 days ago


Melbourne, Victoria, Australia beBeeportfolio Full time $105,141 - $165,529

Job Title: Senior Investment Portfolio Specialist

About the Role

We are seeking an experienced Portfolio Manager to join our team. As a key member of our organization, you will be responsible for overseeing the entire Term Deposits & Savings product portfolio with a focus on strategic development.

Key Responsibilities
  • Develop and implement effective portfolio strategies and roadmaps with a 3-5 year horizon
  • Analyze financial performance and key product metrics to drive business growth
  • Ensure portfolio readiness for major transformation programs, including strategy and process re-engineering
  • Oversee platform integration and partnership strategy execution
  • Maintain knowledge of market trends and digital capability developments in the domestic and international markets
Requirements
  • Proven experience in product management within the Banking/Finance industry
  • Strong analytical skills and experience in strategic functions
  • Effective people leadership and commercial acumen
  • Demonstrated problem-solving skills and adaptability
  • Excellent communication and stakeholder engagement skills
What We Offer

We offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.



  • Melbourne, Victoria, Australia beBeeInvestment Full time $100,000 - $140,000

    Investment Portfolio Specialist RoleThis position involves providing analytical support for investment implementation activities, focusing on efficiency and risk management.The successful candidate will assist in executing portfolio management decisions, including asset allocation and investment manager changes. They will also coordinate daily portfolio...


  • Melbourne, Victoria, Australia beBeeFinance Full time $180,000 - $250,000

    Investment Portfolio Specialist">This role is responsible for identifying, evaluating, and recommending the selection of external investment managers for fixed income portfolios. The successful candidate will lead the day-to-day management of external managers within the portfolio group to achieve broader objectives.">Key Responsibilities:">">Investment...


  • Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Portfolio Construction StrategistZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients.The Portfolio Construction Strategist role involves working with our asset allocation specialists within...


  • Melbourne, Victoria, Australia beBeeImplementation Full time $120,000 - $180,000

    Investment Implementation AnalystThis role is responsible for providing analytical support to investment implementation activities, focusing on improving efficiency and reducing operational risk. The successful candidate will work closely with the Head of Fund Implementation to execute portfolio management decisions, including asset allocation and investment...


  • Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Investment ConsultantThe Investment Consultant role sits within the Portfolio Solutions Division, where you will be contributing to the business through a wide range of client-focused activities. You will play an important role as a conduit between our portfolio, sales/distribution teams and our clients drawing on your strong investment / product specialist...


  • Melbourne, Victoria, Australia beBeeinvestment Full time $100,000 - $120,000

    Investment Strategist RoleWe are seeking an experienced professional to join our high-performing consulting division. This role offers the chance to work closely with clients, portfolio managers, and sales teams, contributing to strategic investment decisions and delivering tailored consulting solutions.You will be exposed to a wide range of asset classes...


  • Melbourne, Victoria, Australia Cleanaway Waste Management Full time

    Join to apply for the Investment Portfolio Lead role at Cleanaway Waste Management2 days ago Be among the first 25 applicantsJoin to apply for the Investment Portfolio Lead role at Cleanaway Waste ManagementGet AI-powered advice on this job and more exclusive features.At Cleanaway, we believe waste is a resource – transforming it into renewable energy and...


  • Melbourne, Victoria, Australia Australian Energy Market Operator (AEMO) Full time

    About the roleThe Enterprise Portfolio Office (EPO) is a strategic and proactive function, responsible for facilitating and supporting effective delivery of AEMO's change agenda and investments, focusing on the right decisions, at the right time, delivering business and customer outcomes while managing critical risks.The Enterprise Portfolio Investment Lead...


  • Melbourne, Victoria, Australia Australian Energy Market Operator (AEMO) Full time

    About the roleThe Enterprise Portfolio Office (EPO) is a strategic and proactive function, responsible for facilitating and supporting effective delivery of AEMO's change agenda and investments, focusing on the right decisions, at the right time, delivering business and customer outcomes while managing critical risks.The Enterprise Portfolio Investment Lead...

  • Investment Analyst

    1 week ago


    Melbourne, Victoria, Australia beBeeRiskManager Full time $120,000 - $180,000

    Job OverviewThe Senior Analyst will play a key role in providing analytical support for investment activities, focusing on efficiency and risk management.Support the Head of Fund Implementation in executing portfolio decisions, including asset allocation and manager changes.Manage daily portfolio exposure by rebalancing assets, forecasting liquidity, and...