Asset Allocation Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $180,000
Capital Markets and Asset Allocation Expert

The role involves conducting in-depth research on capital markets and asset allocation to enhance the understanding of market dynamics and client needs.

We are seeking a highly skilled professional with expertise in economic analysis, investment strategies, and portfolio management to support our dynamic asset allocation process. The ideal candidate will possess strong quantitative skills, a solid understanding of investing fundamentals, and excellent communication abilities.

  • Key qualifications include relevant experience in banking, investment consulting, funds management, or government roles with a focus on economic, investment, and market analysis.
  • Applicants must hold appropriate graduate and postgraduate qualifications in fields such as Economics, Finance, or Commerce.
  • A strong team player with exemplary interpersonal skills is required to contribute effectively in a collaborative environment.
  • Excellent verbal and written communication skills are essential for successful interaction with clients and colleagues at all levels.

Responsibilities:

  • Conducting research on capital markets and asset allocation to inform strategic decisions.
  • Supporting the dynamic asset allocation process by analyzing market trends and client needs.
  • Developing and maintaining strong relationships with external institutional clients.
  • Contributing to the formation of strategic and dynamic asset allocation views.

Requirements:

  • Relevant experience in financial analysis, investment consulting, or related fields.
  • Strong quantitative skills and a good understanding of investing fundamentals.
  • Graduate and postgraduate qualifications in relevant fields such as Economics, Finance, or Commerce.
  • Excellent communication and interpersonal skills.

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