Chief Investment Strategist

3 days ago

Sydney, New South Wales, Australia beBeePortfolio Full time $1,500,000 - $2,000,000
Asset and Wealth Management Job Opportunity

As a seasoned professional in the asset management field, you will be responsible for facilitating deal execution, closing deals, managing portfolios, and driving growth. You will work closely with leadership to drive business initiatives and collaborate with cross-functional teams.

The ideal candidate should have over 6 years of experience in the financial services industry, with expertise in financial analysis, accounting, and portfolio management. They should possess strong MS Excel and PowerPoint skills, excellent communication and interpersonal skills, and the ability to multitask with attention to detail.

  • Execute deal strategies, close transactions, and manage investment portfolios.
  • Coordinate the structuring of new investments and collaborate with senior management on review and approval processes.
  • Work with fund management teams to facilitate capital calls, cash distributions, investor reporting, and regulatory compliance.
  • Represent the organization and liaise with internal stakeholders and external advisors to resolve complex issues related to legal, compliance, tax, and operational matters.
  • Manage special projects and requests from senior management, including data analysis, reporting, and presentation development.

The successful candidate will be passionate about the financial markets, driven to succeed, and committed to delivering exceptional results in a fast-paced environment.

About Us

We are a leading global investment firm committed to helping our clients, shareholders, and communities grow through our people, capital, and ideas. Founded in 1869, we maintain offices around the world and strive to make a positive impact in the industries we serve.

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