Investment Portfolio Expert

3 days ago

Sydney, New South Wales, Australia beBeePortfolio Full time $92,100 - $145,520

Job Description

We are seeking a detail-oriented and highly motivated Investment Portfolio Expert to join our Client Portfolio Management team. Our team supports Systematic Equity, which spans quantitative equity strategies including index, smart beta, sustainability, and active quantitative approaches.

As an Investment Portfolio Expert in Sydney, you will cover clients across Asia Pacific and report to the Head of Client Portfolio Management APAC. You will be a high-energy, organised individual with excellent communication skills and strong investment acumen.

This is a multi-faceted position that plays a key role in new product development and serves as the first point of contact for Legal, Compliance, Sales, and Marketing on all investment-related communications.

Key Responsibilities

  • Act as the internal subject matter expert for State Street Investment Management's Systematic Equity business.

  • Conduct exposure, attribution, risk, and ESG analysis across regional, sector, and style exposures.

  • Write regular portfolio commentaries for client distribution and publication.

  • Assist in updating strategy collateral, including factsheets, cheat sheets, presentations, and customised client reports.

  • Develop new content and messaging for flagship strategies, ensuring consistency and high standards across all internal and external communications.

  • Provide ongoing support for existing strategies by coordinating due diligence questionnaires, RFP responses, and ad hoc client queries.

  • Identify opportunities to streamline processes and reporting through automation tools and collaboration with global teams.

  • Uphold the highest standards of risk excellence by working with Marketing, Compliance, Content Management, Legal, and Product teams.

Required Skills and Qualifications

  • Bachelor's degree in Finance, Mathematics, Economics, or a related discipline.

  • CFA designation or progress toward CFA (or similar qualification).

  • 3–6 years of relevant investment experience (equities required; active quantitative exposure a plus).

  • Excellent quantitative skills, proficiency in programming languages used in data analysis or financial modeling (e.g., Python, SQL) preferred, and knowledge of AI-assisted development tools such as Copilot.

Award-Winning Team Environment

Critical thinking and problem-solving ability, strong organisational skills, motivated and proactive mindset, willingness to take initiative and navigate complexity, rigorous attention to detail, and awareness of industry trends.

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