Senior Investment Communications Specialist

3 days ago

Sydney, New South Wales, Australia Australian Ethical Full time

About Australian Ethical

We are one of Australia's fastest-growing super fund and ethical investment managers, listed on the ASX with over $12 billion in funds under management. Our award-winning managed funds and superannuation products cater to a wide range of clients.

Our purpose is to invest for a better world, and we have been pioneers in this space for over 30 years. We strive to achieve two key objectives – generating solid financial returns and having a positive impact on people, planet, and animals. At Australian Ethical, we prove that money can be a force for good by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We're a registered B Corp and fully committed to an inclusive, equitable, and forward-thinking workplace culture.

Your New Role
This senior position will act as the conduit between the investment and client teams, helping to articulate our investment philosophy, process, strategy, capabilities, and purpose. The role will focus on delivering insights into drivers of performance and impact outcomes as well as thought leadership supporting our growth objectives by increasing awareness of Australian Ethical as the leading provider of ethical investing.

Key Responsibilities:

Investment Communications and Commentaries
• Provide thought leadership content to raise the profile of Australian Ethical (AE) and its purpose
• Drive communication on how Australian Ethical delivers competitive financial performance to our clients and positive change to society and the environment
• Communicate the drivers of performance, both standalone and through peer/competitor analysis
• Drive high-quality and effective investment messaging, investment commentaries, and summaries
• Source information from within the organisation and externally to perform quantitative analysis

Review of Investment Products and Documentation
• Help cultivate how investment processes are documented and presented, focusing on the articulation and visualisation of the investment process, risk management, and portfolio construction components across Australian Ethical strategies
• Evaluate fund product features, benchmarks, and fees in comparison to peers and best practice
• Maintain Investment Philosophy and FSC documents to accurately reflect investment processes, value propositions, and key points of differentiation for the AE brand
• Understand research/ratings views on products and identify areas of improvement for research house communications, presentations, and pitch decks

Communication between Investment and Distribution
• Act as the subject matter expert within Investments team, responding to information requests about performance
• Evaluate the effectiveness of investment messaging and suggest improvements to the current process
• Prepare relevant materials to enhance communication and alignment between investment and distribution teams, including contributions to quarterly investment/fund commentaries

About You
You're an accomplished senior investment/professional with a deep understanding of investments and how to communicate and position them effectively to meet client needs. If you have 8+ years of experience in investment management, a strong working relationship with research/ratings houses, and experience presenting to institutional audiences, we'd love to hear from you.

Requirements and Qualifications
• Strong working knowledge of investments, portfolios, markets, processes, drivers, and cycles
• Outstanding verbal, written, and presentation skills, with the ability to distil complex information quickly, accurately, and meaningfully
• A demonstrated track record of producing high-quality articles, reports, presentations, and commentaries
• Exceptional stakeholder engagement skills, with the ability to work independently and collegially
• Systems and reporting experience with Factset, Bloomberg, Morningstar Ratings, and Mercer is highly regarded
• Relevant tertiary qualifications; CFA certification is highly regarded

Why Work at Australian Ethical?
We embrace diversity in our people and thinking. As an equal opportunities employer, we never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital status, or disability. We strive to create an inclusive and equitable workplace culture.

Salary Estimate
The estimated annual salary for this position is $120,000-$180,000 AUD, depending on experience and qualifications.

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