Strategic Asset Management Professional

2 weeks ago


Sydney, New South Wales, Australia beBeeInvestment Part time $120,000 - $180,000

The Investment Portfolio Manager plays a pivotal role within the investment team, reporting to the Head of Investments. This position offers diverse operational and strategic responsibilities, with opportunities for growth and development.

A key member of the investment team, the successful candidate will be responsible for performing regular asset-liability analysis in collaboration with product, actuarial, and capital functions. They will also plan and monitor investment income, providing investment-related input into profitability management discussions.

Key Responsibilities:

  • Perform regular asset-liability analysis for in-force and new products.
  • Plan and monitor investment income.
  • Prepare monthly reporting for management and regulatory purposes.
  • Monitor and coordinate daily liquidity management.
  • Support the implementation of Strategic Asset Allocations into investment mandates.
  • Support the definition and oversee the hedging strategy and implementation.

Requirements:

  • Bachelor's degree in finance, mathematics, or related field. CFA is a plus.
  • 5-7 years of experience in financial services at an investment, middle office, or related role.
  • Demonstrated general economic and financial markets knowledge.
  • Experience with Fixed Interest assets and derivatives.
  • Excellent verbal and written communication skills.


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