Investment Portfolio Manager

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $180,000

Job Overview

This role involves being the primary point of contact for the investments team, handling communication with relevant parties and providing training to an in-house distribution salesforce.

The successful candidate will also project manage internal teams to support adviser communications through webinars, events, training, and standard pitch books, as well as presenting to adviser groups on investment decisions.

About the Role

This is a high-profile position within the business that offers great access to the CIO and the investments team, allowing for expanded knowledge within the front office.

Reporting to the Head of Investment Relationships, the individual will work closely with the investment team to deliver exceptional results.

Responsibilities

  • Be the face and point of contact for the investments team to all relevant parties
  • Provide training to the in-house distribution salesforce
  • Project manage internal teams to support adviser communications such as webinars, events, training, and standard pitch books
  • Presenting to adviser groups on investment decisions

Requirements

  • A minimum of 3 years of relevant investment experience within an investment manager
  • Demonstrated understanding of technical aspects of investments
  • Demonstrated understanding of relationship management and distribution
  • Strong relationship and stakeholder management skills

Benefits

This role offers excellent opportunities for career growth and development, with a strong focus on work-life balance.

The company provides long-term career opportunities and a supportive work environment.

What We Offer

  • Career progression opportunities
  • Work-life balance
  • Supportive work environment

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