Portfolio Manager

2 days ago


Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000
Investment Portfolio Specialist

Demonstrate expertise in delivering tailored investment solutions to clients.

About the Role

This position involves leading a team responsible for creating customized asset management strategies.

  • Analyze client needs and develop comprehensive portfolio recommendations.
  • Maintain strong relationships with clients and serve as their primary point of contact.
  • Present investment insights and recommendations to senior stakeholders.

Key skills include:

  • In-depth knowledge of portfolio optimization, asset allocation, and financial planning processes.
  • Proven experience working with high net worth individuals and families.
  • Exceptional communication and presentation skills with the ability to engage senior decision-makers.

Evidentia offers flexible work arrangements, family-friendly policies, and a supportive company culture.


  • Case Care Manager

    1 week ago


    Melbourne, Victoria, Australia beBeeCare Manager Full time $85,000 - $98,506

    Job DetailsThis role involves facilitating the exchange of health and medical information between clients and healthcare providers. The ideal candidate will possess excellent communication skills, be able to negotiate conflicts effectively and have strong time management skills.">Responsibilities:Manage a portfolio of clients ensuring timely action within...

  • Portfolio Manager

    3 days ago


    Melbourne, Victoria, Australia beBeeportfolio Full time $99,000 - $115,000

    Job Title: Portfolio ManagerWe are seeking a skilled and experienced Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for ensuring the effective development and performance monitoring across the portfolio.Your Key Responsibilities:">\

  • Portfolio Manager

    2 days ago


    Melbourne, Victoria, Australia Australiansuper Full time

    At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That's why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow, and deliver better outcomes for members.**Your New...

  • Portfolio Manager

    2 weeks ago


    Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $160,000

    Portfolio Management Executive RoleWe are seeking a highly skilled Portfolio Management Executive to join our organization in VIC/TAS. As a key member of our business, you will be responsible for managing a portfolio of small business clients with a focus on growth and retention.About the Job:Manage a portfolio of small business clients to achieve growth and...

  • Portfolio Manager

    2 days ago


    Melbourne, Victoria, Australia beBeePortfolio Full time $110,000 - $140,000

    Job Title: Senior Portfolio AnalystWe are seeking a highly skilled and experienced portfolio analyst to join our team. As a senior portfolio analyst, you will be responsible for supporting the development of long-term network investment plans and developing portfolio reports and analytics.Main Responsibilities:Develop long-term network investment plans to...

  • Portfolio Manager

    2 weeks ago


    Melbourne, Victoria, Australia ClearCompany Full time

    Key Duties of the PositionThe responsibilities of the role include but are not limited to:Plan and manage the delivery of a portfolio of work, including assigned projects, under a PRINCE2-based framework utilizing Agile, ITIL, and ADKAR methodologies, aligned with the Enterprise Portfolio Management Framework, Bureau Delivery Framework, and ICT Delivery...

  • Portfolio Manager

    1 week ago


    Melbourne, Victoria, Australia ClearCompany Full time

    Key Duties of the PositionThe responsibilities of the role include but are not limited to:1. Plan and manage the delivery of a portfolio of work, including assigned projects, under a PRINCE2-based framework utilizing Agile, ITIL, and ADKAR methodologies, aligned with the Enterprise Portfolio Management Framework, Bureau Delivery Framework, and ICT Delivery...

  • Portfolio Manager

    4 days ago


    Melbourne, Victoria, Australia Clearcompany Full time

    Key Duties of the PositionThe responsibilities of the role include but are not limited to:Plan and manage the delivery of a portfolio of work, including assigned projects, under a PRINCE2-based framework utilizing Agile, ITIL, and ADKAR methodologies, aligned with the Enterprise Portfolio Management Framework, Bureau Delivery Framework, and ICT Delivery...

  • Portfolio Manager

    1 week ago


    Melbourne, Victoria, Australia ClearCompany Full time

    Key Duties of the PositionThe responsibilities of the role include but are not limited to:Plan and manage the delivery of a portfolio of work, including assigned projects, under a PRINCE2-based framework utilizing Agile, ITIL, and ADKAR methodologies, aligned with the Enterprise Portfolio Management Framework, Bureau Delivery Framework, and ICT Delivery...

  • Portfolio Manager

    7 days ago


    Melbourne, Victoria, Australia beBeePortfolio Full time $110,733 - $124,789

    Job OpportunityThe position of Portfolio Office Lead is available at a local government agency.This role plays a pivotal part in driving excellence across the portfolio and project management practices, ensuring visibility, governance, and continuous improvement.Provide critical information in the form of analysis and reporting on portfolio and project level...