Asset Manager

1 week ago


Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $250,000
Portfolio Management Professional

We are seeking a highly skilled Portfolio Management Professional to join our team. As a key member of our portfolio solutions team, you will be responsible for managing and advising on multi-asset class portfolios across various entities.

Key Responsibilities:
  • Maintain and enhance financial and investment models to drive business growth and optimize portfolio performance.
  • Monitor and review portfolio cash positions, client cash flow patterns, deposit maturities, and re-investment opportunities to ensure seamless portfolio management.
  • Recommend and instruct investment transactions across portfolios to maximize returns and minimize risk.
  • Assist senior team members in validating and analyzing portfolio investment returns, preparing and delivering client reports, fund updates, and attestations.
  • Engage with external managers to ensure compliance with portfolio requirements and constraints.
  • Provide portfolio metrics to Risk & Compliance and review manager policies for alignment with industry standards.
About You:
  • You hold a degree in finance or commerce, with progress towards post-graduate investment management qualifications highly regarded.
  • You have 3-5 years' experience in investment advisory, investment management, investment strategy, investment risk, and/or manager-of-managers environment.
  • You possess well-established verbal and written communication skills, coupled with demonstrable quantitative analysis capability.
  • You are proficient in using financial markets investment and analysis tools such as Bloomberg, Thinkfolio, Factset, etc.
  • You have experience in asset allocation management, investment manager analysis and selection, and multi-asset portfolio analysis/management.

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