Portfolio Investment Specialist

1 day ago

Sydney, New South Wales, Australia beBeeInvestment Full time $140,000 - $180,000
Job Overview

This role is crucial in ensuring the quality and integrity of investment managers for managed portfolios.

Maintain specialist focus and oversight of the platform cash account, including supplier monitoring on behalf of the Trustee.

About the Position
  • Significant experience (8+ years) in relevant professional roles across investment research and/or due diligence in a financial services industry.
  • Demonstrated ability to respond effectively to an evolving regulatory environment.
  • A comprehensive understanding and experience of wealth management and end-to-end business operations.
  • Advanced technical expertise in portfolio construction and cash and liquidity management products.
What You'll Succeed In

Adapting to change with ease will serve you well in this position. We operate efficiently, so be prepared to contribute across various areas.

We value diversity and inclusion, fostering a sense of belonging at our organization. We encourage you to let us know how we can support you through the selection process.

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