Strategic Portfolio Expert

3 days ago


Brisbane, Queensland, Australia beBeePortfolio Full time $98,445 - $110,612
Lead with impact as a Strategic Portfolio Expert. Turn market insights into action and drive portfolio success.About the Role

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 You

We'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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