Portfolio Investment Professional

1 day ago

Melbourne, Victoria, Australia beBeeDecision Full time $140,000 - $175,000

As a seasoned investment professional, you'll have the opportunity to contribute to a high-performing organisation delivering long-term value for future generations.

Investment Analyst

This role presents a unique chance to work in a dynamic environment spanning diverse asset classes and investment products. You'll be responsible for managing liquidity across multiple funds and asset types, ensuring efficient cash management strategies.

You'll prepare instructions for portfolio investment activities, oversee proxy voting in line with governance policies, and manage complex private market transactions. You'll also establish and maintain investment accounts and referential datasets at the Custodian, resolve non-standard operational queries, and contribute to process documentation and reporting dashboards.

The successful candidate will demonstrate credibility, personal accountability, and a risk-conscious approach to problem-solving. Strong decision-making skills, excellent communication abilities, and a collaborative mindset are critical to thriving in this role and contributing to the organisation's purpose-driven mission.

  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively as part of a team

The organisation offers a range of benefits including competitive salary and bonuses, comprehensive training programs, and opportunities for career advancement.

We're committed to creating an inclusive work environment that supports diversity, equity, and inclusion.

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