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Strategic Investment Professional

2 weeks ago


Sydney, New South Wales, Australia beBeeInvestment Full time $120,000 - $150,000

Job Title: Investment Specialist

Award-winning investment specialists play a pivotal role in providing expert guidance and support to wholesale clients, acting as the primary conduit between the investment team and the market.

We are partnering with a global, privately held investment firm as they look to appoint an experienced investment specialist to their Sydney office. Our partner has a reputation for high-conviction, contrarian investing, with a strong long-term performance record and a collaborative, research-driven culture.

Key Responsibilities:
  • Develop high-quality sales presentations and tailored investment materials
  • Translate complex investment insights into compelling and accessible narratives
  • Manage the flow of data to investment platforms
  • Produce monthly factsheet commentary
  • Prepare investment updates for media releases
  • Write whitepapers
  • Deliver customised reporting for key mandate investor accounts

The ideal candidate is a senior professional with prior experience in equities, either from distribution, equities research or sales or an equities investment role. They will bring strong technical investment acumen, exceptional communication skills, and the ability to distil complex ideas into clear and engaging content.

Requirements:
  • Senior professional with prior experience in equities
  • Strong technical investment acumen
  • Exceptional communication skills
  • Ability to distil complex ideas into clear and engaging content
  • Attention to detail
  • Excellent time management
  • Strong organisational skills

This is an excellent opportunity to join a highly regarded investment firm, working alongside experienced professionals and contributing directly to the delivery of exceptional investment outcomes for clients.