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Expert Investment Strategist

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $150,000
Key Responsibilities
  • Client Meetings: Participate in client meetings, including investment committee meetings and manage follow-up communications and reporting.
  • Client Relationships: Manage assigned client relationships, including account management and responding to ad-hoc investment queries.
  • Sector-Specific Research: Lead sector-specific research and maintain up-to-date knowledge of fund managers, investment processes and products.
  • Sales Support: Assist the sales team with prospective consulting clients, including participating in meetings and preparing documentation.
  • Client Materials: Produce high-quality client materials such as presentations, quarterly reports and market commentary.
  • Collaboration: Collaborate with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance and contributing to the development of investment content.

With at least 5 years of experience in investment research, financial planning, funds management or a related financial services environment, you should possess strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively.

A finance or business degree and RG146 compliance are required, demonstrating commitment to ongoing training, study and upholding professional standards in financial services.

Company Culture

We foster a culture that values collaboration, continuous learning and personal growth. Our team enjoys flexible work arrangements and regular team events that build strong connections.

We support professional development through structured learning opportunities and encourage initiative and innovation in everything we do.