Portfolio Investment Strategist

2 days ago


Melbourne, Victoria, Australia beBeeInvestment Full time $100,000 - $150,000

Seeking an expert to contribute to investment menu development. The ideal candidate will research and evaluate new investment opportunities, conduct thorough due diligence on model managers, and ensure existing investments meet quality and performance standards.

Main Responsibilities:
  • Research and evaluation of new funds
  • Due diligence on model managers
  • Investment performance monitoring
  • Maintenance of accurate investment data
Requirements:
  • A minimum of 5 years' experience in funds research is essential.
  • SMA/model portfolio experience is highly desirable.
  • Expertise in model manager due diligence is a must.
  • A degree in Finance or a related field is required.
  • Strong analytical skills, excellent communication, and advanced Excel skills are necessary.
We Offer:
  • A flexible work environment that allows for split time between home and the office.
  • A competitive salary with variable annual performance bonus incentives.
  • Comprehensive leave benefits, including paid parental leave and purchased leave options.
  • Access to novated leasing and financial wellness courses.
  • Professional development opportunities tailored to individual growth.


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