Strategic Investment Leader

4 days ago

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

The position of Senior Manager within our Private Wealth team is a key role that demands an experienced and driven professional to lead our investment research team.

We pride ourselves on delivering tailored financial solutions to ultra-high-net-worth individuals and families, establishing long-term, trust-based relationships while adhering to the highest standards of integrity and compliance.

Main Responsibilities:
  • Collaborate with fund managers, research houses, and asset consultants to deliver bespoke investment consulting services to clients.
  • Oversee the Wealth Investment Committee research related matters and deliverables, including investment insight reports and thought leadership.
  • Prepare comprehensive reports summarizing findings, analyses, and recommendations regarding investment funds and asset class reviews.
  • Manage stakeholder engagement, including coordinating fund manager meeting schedules and attending meetings.
  • Assist with due diligence on potential investment opportunities, analysing fund manager reports and evaluating market trends.
  • Contribute to our operational investment infrastructure, including platforms, internal research database, and portfolio modelling software.
Requirements:
  • Extensive experience in investment research, preferably within investment research houses.
  • Excellent written and verbal communication skills, presenting complex information clearly and concisely.
  • High attention to detail and strong organizational skills.
  • Upholding the highest standards of regulatory compliance and ethical conduct.
  • Ability to respond quickly to economic shifts and market trends to keep client strategies relevant and effective.
About Us

We are a human-led, tech-powered community of solvers. We approach problems with curiosity, collaboration, and a willingness to challenge the status quo to develop innovative solutions in partnership with businesses and not-for-profits.

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