Director of Investment Strategy – Impact-Focused Investor

1 week ago

Sydney, New South Wales, Australia Platinum Pacific Partners Full time
Position Overview

We are excited to announce a pivotal opportunity within our esteemed organization, Platinum Pacific Partners. This role is designed for a high-caliber professional to join a dynamic team dedicated to generating both financial and social returns.

Key Responsibilities
  • Relationship Management: Cultivate and sustain connections with retail shareholders, brokers, financial planners, wealth managers, and consultants.
  • Investment Guidelines Oversight: Ensure compliance with the Investment Guidelines established by the Investment Committee.
  • Performance Reviews: Conduct formal annual evaluations with fund managers to assess investment performance in collaboration with the Investment Committee.
  • Market Monitoring: Track fund managers and macroeconomic events that may influence portfolio performance, providing timely reports to the Investment Committee.
  • Manager Sourcing: Assist in identifying and engaging both domestic and international fund managers and thought leaders.
  • Investor Relations: Maintain robust relationships with brokers and planner networks to foster interest in our investment offerings.
Candidate Profile

The ideal candidate will possess extensive experience in the finance and investment sectors, ideally as a portfolio manager, senior investment analyst, or investment specialist. Key attributes include:

  • Exceptional relationship-building and communication skills.
  • Adeptness in analyzing and synthesizing complex information.
  • Experience in delivering comprehensive reports to various committees.
  • Proficiency in engaging with investors, shareholders, and clients regarding financial markets.
  • Strong background in portfolio management or investment decision-making.

This role is of significant importance within our organization, given its high-profile nature and the opportunity to contribute meaningfully to both investment and social impact. We are looking for a proactive individual who thrives in both independent and collaborative environments.

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