Strategic Investment Professional

3 days ago


Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $250,000
Investment Specialist, Global Equities

We are seeking an experienced Investment Specialist to join our team in Sydney. This role offers a unique opportunity to work with a global investment firm, partnering with clients to deliver exceptional investment outcomes.

The successful candidate will play a pivotal role in providing investment guidance and support to wholesale clients, acting as the primary conduit between the investment team and the market. Key responsibilities include developing high-quality sales presentations, translating complex investment insights into compelling narratives, and delivering customised reporting for key mandate investor accounts.

For this position, we require a senior professional with prior experience in equities, either from distribution, equities research, or sales, or an equities investment role. Ideally, you bring 5+ years of experience in a similar capacity, along with strong technical investment acumen, exceptional communication skills, and the ability to distil complex ideas into clear and engaging content.

As an Investment Specialist, you will work closely with both the sales and investment teams to deliver exceptional results. This is an excellent opportunity to join a highly regarded investment firm, working alongside experienced professionals and contributing directly to the delivery of outstanding investment outcomes for clients.



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