Expert Portfolio Manager

2 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $150,000 - $180,000

Job Opportunity

We are seeking a highly experienced investment professional to join our growing team as a Senior Asset Consultant. This is a key role that blends deep technical expertise in portfolio construction and asset consulting with the ability to foster long-term, trusted partnerships with financial advisers and their clients.

About the Role:

  • This is a senior position within our investment team, responsible for delivering tailored asset consulting services to leading financial advice firms.

You'll work closely with clients to design and manage bespoke portfolios that reflect their investment philosophy, objectives, and risk profile, while aligning with the recommendations of our investment committee. This includes:

  • Portfolio construction,
  • Asset allocation,
  • Manager selection,
  • Risk management,
  • Trading oversight.

The role requires strong client engagement skills, deep investment expertise, and the ability to partner with financial advisers to deliver disciplined, high-conviction solutions.

Responsibilities

  • Develop and manage tailored portfolios that align with client needs and our investment philosophy.
  • Lead client relationships and serve as the primary point of contact.
  • Communicate investment views and present recommendations to client investment committees.
  • Oversee the preparation of client reporting and investment committee packs.
  • Drive growth across the client base.
  • Work closely with our Manager Research team on manager selection and portfolio construction.
  • Apply our proprietary tools for portfolio modelling, trading, and risk management.
  • Represent us in client meetings, industry forums, and adviser engagements.

Requirements

  • Bachelor's degree in Business, Finance, Economics, Science, Engineering or related field.
  • 10+ years' experience in investment management, asset consulting or investment research.
  • RG146 accreditation (if advising retail audiences).
  • Strong knowledge of portfolio construction, asset allocation and financial advice processes.
  • Proven experience working with financial advisers.
  • Excellent client-facing and presentation skills with the ability to engage senior stakeholders.
  • Strong quantitative and qualitative research capability.
  • Highly organised with strong attention to detail and ability to manage multiple priorities.
  • Collaborative team player with the ability to also work independently.

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