Asset Management Specialist

2 days ago


Brisbane, Queensland, Australia beBeeInvestment Full time $90,000 - $120,000
Portfolio Analyst Position Overview

About the Role:

We are seeking a highly skilled Portfolio Analyst to join our team in Brisbane. As a key member of the team, you will be responsible for assisting in delivering well-diversified and risk-controlled investment solutions to clients, with a focus on public (listed) markets research.

In this hands-on role, you will thrive at the intersection of data, finance, and quantitative thinking, engaging in asset class research, manager research, portfolio implementation, and portfolio analysis and reporting.

  • Support the team with data analysis to help guide investment decisions and portfolio strategies.
  • Build and update dashboards and models to automate analysis and track performance.
  • Assist with the preparation of detailed client papers and reports.
  • Provide support in developing Strategic Asset Allocations and portfolio solutions for clients.
  • Assist with portfolio management, portfolio rebalancing and managing cash flows.
  • Assist in performance reviews, investment research and risk reporting.



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