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Strategic Portfolio Lead

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $200,000
Portfolio Manager Role

We seek a seasoned investment professional to lead our portfolio management efforts. As a key member of our team, you will be responsible for guiding our investments and ensuring they align with our goals.

Your primary focus will be on conducting thorough financial analysis and market research to identify opportunities and optimize returns. You will also play a crucial role in preparing strategic reports and presentations for internal stakeholders.

  • Key Responsibilities:
  • Develop and implement financial models to evaluate investment opportunities.
  • Analyze market trends and industry developments to inform investment decisions.
  • Collaborate with senior management to prepare strategic reports and presentations.
  • Conduct due diligence on potential investments, reviewing financial statements and operational data.
  • Monitor the performance of our investments and provide recommendations for improvement.

Required Skills and Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field; advanced degree (MBA, CFA) is highly desirable.
  • Minimum 5 years of experience in investment banking, private equity, asset management, or a related field.
  • Excellent analytical and problem-solving skills, with attention to detail.
  • Strong communication and presentation skills, with ability to articulate complex ideas clearly.
  • Proficiency in using financial databases and research tools.

What We Offer:

  • A dynamic and collaborative work environment.
  • Exposure to large transactions and high-impact deals.
  • Opportunities for professional growth and development.
  • Competitive compensation and benefits package.