Senior Investment Advisor

10 hours ago

Melbourne, Victoria, Australia beBeeInvestment Full time $80,000 - $150,000
Portfolio Strategist

We seek an experienced Portfolio Strategist to drive strategic investment decisions and deliver tailored consulting solutions. You will work closely with clients, portfolio managers, and sales teams to shape portfolio strategies and client outcomes.

Key Responsibilities:
  • Prepare for and participate in client meetings, including investment committee meetings, and manage follow-up communications and reporting.
  • Take responsibility for assigned client relationships, including account management and responding to ad-hoc investment queries.
  • Lead sector-specific research and maintain up-to-date knowledge of fund managers, investment processes, and products.
  • Support the sales team with prospective consulting clients, including participating in meetings and preparing documentation.
  • Produce high-quality client materials such as presentations, quarterly reports, and market commentary.
  • Collaborate with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance, and contributing to the development of investment content.
Requirements:
  • At least 5 years of experience in investment research, financial planning, funds management, or a related financial services environment.
  • Strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively.
  • A sound understanding of portfolio construction, investment structures, and financial markets.
  • Proficiency in Microsoft Office tools, particularly Excel and PowerPoint, and ideally experience with CRM systems such as Salesforce.
  • A finance or business degree and RG146 compliance, demonstrating commitment to ongoing training, study, and upholding professional standards in financial services.

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