Portfolio Development Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $120,000 - $180,000

Seeking a detail-oriented individual to join our Client Portfolio Management (CPM) team as a Portfolio Specialist.

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.

The successful candidate will have strong organisational skills, excellent communication skills, and a desire to grow into a client-facing investment role.

  • Serves as internal subject matter expert (SME) for systematic equity business.
  • Conducts exposure, attribution, risk, and ESG analysis across various regional, sector, and style exposures.
  • Writes regular portfolio commentaries for client distribution and publication.
  • Assists in updating strategy collateral, including factsheets, cheat sheets, presentations, and customised client reports.
  • Takes ownership of developing new content and messaging for flagship strategies.
  • Provides ongoing support for existing strategies by coordinating due diligence questionnaires, RFP responses, and ad hoc client queries.

Bachelor's degree in finance, mathematics, economics, or a related discipline is required. Relevant investment experience and excellent quantitative skills are also essential.

We offer a competitive salary and benefits package, and opportunities for professional growth and development.

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