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Portfolio Management Expert
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About the Role
As an Investment Portfolio Specialist, you will play a key role in helping us shape and maintain our investment platform. You will be responsible for identifying new opportunities, conducting model manager due diligence, and onboarding SMAs, managed funds, and other securities.
Key Responsibilities- Conduct research and assess new funds, SMAs, and model portfolios for inclusion on our platform.
- Conduct in-depth model manager due diligence and prepare recommendations for our Investment Committee.
- Monitor investment performance and engage with managers on attribution analysis.
- Build strong relationships with fund and model managers.
- Maintain accurate investment data and collaborate with internal teams for seamless onboarding.
- At least 5 years' experience in funds research (essential).
- SMA/model portfolio experience is strongly preferred.
- Proven expertise in model manager due diligence.
- Degree in Finance or related field (CFA not required – experience valued over qualifications).
- Strong analytical skills, excellent communication, and advanced Excel skills; Morningstar Direct/FactSet experience is an advantage.
- Flexible hybrid work environment – split your time between home and office.
- Competitive salary with variable annual performance bonus incentive.
- Comprehensive leave benefits, including paid parental leave and purchased leave options.
- Access to novated leasing and financial wellness courses.
- Professional development opportunities tailored to your growth.
