Chief Investment Strategist

4 days ago


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

We are seeking a highly skilled Portfolio Manager to support our investment decisions by conducting detailed financial analysis and market research. You will work closely with senior team members to evaluate potential investment opportunities and monitor the performance of existing investments.

Key Responsibilities
  • Conduct thorough financial modelling to evaluate potential investment opportunities.
  • Perform in-depth market research and industry analysis to identify trends and opportunities.
  • Assist in preparing investment memorandums, presentations, and reports for internal and external stakeholders.
  • Participate in due diligence processes, including reviewing financial statements, legal documents, and operational data.
  • Monitor the performance of portfolio investments and provide recommendations to optimise returns.
Qualifications and Experience
  • Bachelor's degree in Finance, Economics, Accounting or a related field; advanced degree is a plus.
  • 5+ years of experience in investment banking, private equity, asset management or a related field.
  • Strong financial modelling skills, including proficiency in Excel and valuation techniques.
  • Excellent analytical and problem-solving abilities, with attention to detail.
  • Outstanding communication skills, both written and verbal, with the ability to present complex information clearly.


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