Investment Solutions Manager

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $225,000

Key to driving investment solutions for ultra-high-net-worth clients is a comprehensive understanding of market trends and financial expertise.

Senior Investment Manager

We are seeking an experienced Senior Investment Manager to lead our Private Wealth research team. The ideal candidate will have strong leadership skills and be able to deliver bespoke investment consulting services to our high net worth clients.

About the Role:

The successful candidate will work closely with fund managers, research houses, and asset consultants to provide strategic guidance on investment opportunities. They will also oversee research-related matters, including investment insight reports and thought leadership initiatives.

  • Develop and implement comprehensive investment strategies that meet the unique needs of our high net worth clients.
  • Collaborate with cross-functional teams to drive investment research efforts and identify new business opportunities.
  • Manage stakeholder engagement, including coordinating fund manager meeting schedules and attending meetings to gather qualitative insights.

Required Skills and Qualifications:

  • Masters degree in finance or related field.
  • At least 8 years of experience in investment research or management.
  • Strong leadership and communication skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.

What You'll Achieve:

  • Drive investment solutions that exceed client expectations.
  • Build strong relationships with key stakeholders, including fund managers and research houses.
  • Contribute to the growth and development of our Private Wealth research team.

About Us:

We are a human-led, tech-powered community of solvers dedicated to developing innovative solutions to complex problems. Our team values collaboration, creativity, and a commitment to excellence.

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