
Strategic Portfolio Expert
3 days ago
We're seeking a highly skilled portfolio professional to join our investment team. As a key member, you'll work closely with senior leaders to design strategic investment plans that meet business objectives.
- Collaborate with the portfolio manager and team to shape investment decisions
- Analyze macroeconomic trends, sector developments, and company performance to inform investment strategies
- Develop and refine valuation models across asset classes, such as equities
- Enhance portfolio construction and risk management processes
- Deliver clear, high-quality reports to support investment proposals
- Issue trade instructions to adjust or maintain portfolio positions
- Share insights across the Investments team to improve asset allocation
This is a permanent opportunity based in Australia.
About YouWe're looking for a talented individual with a degree in finance, investments, commerce, or economics. You'll need experience in the investment space and a strong understanding of markets, regulations, and risk management. Excellent communication and interpersonal skills are essential, as well as the ability to build strong relationships and work collaboratively as part of a team.
A background in building fundamental valuation models, coding languages like Python, and strong analytical skills will also be highly valued.
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