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Portfolio Manager Specialist

1 week ago

Sydney, New South Wales, Australia Oceanic Consulting Group Full time
Company Overview:
Oceanic Consulting Group is a premier provider of bespoke portfolio management solutions, leveraging expertise in asset allocation strategies, corporate advisory services, and sales and broking services to deliver tailored results for clients.

Job Description:
The Portfolio Manager Specialist will play a key role in crafting and implementing investment strategies that meet clients' unique financial goals and risk profiles. You will work closely with clients to understand their needs and develop targeted solutions that balance risk and reward.

Key Responsibilities:
  1. Analyze clients' financial situations, identifying areas of opportunity and risk.
  2. Design and implement customized investment portfolios that align with clients' objectives.
  3. Stay abreast of market trends and provide actionable advice on investment opportunities.
  4. Maintain regular communication with clients, providing updates and adjusting strategies as needed.
  5. Prepare comprehensive reports and presentations on client portfolios.
  6. Ensure compliance with regulatory requirements and company policies.

About You:
To succeed in this role, you will require a strong background in finance, investment analysis, and risk management, coupled with excellent communication and interpersonal skills. Relevant certifications and a bachelor's degree in Finance, Economics, or a related field are highly valued.

Benefits:
This role offers the opportunity to work with a dynamic team, shaping investment strategies that make a real difference in clients' lives. You will enjoy a stimulating work environment, professional growth opportunities, and a competitive compensation package.