Investment Speciliast

**We are here for one reason. People. Together with our clients, we have the power to change the lives of millions of Australians for the better.**
Our excellence is guided by knowing the advice we give will have a lasting impact on the future of our communities, charities, industries and broader society. It’s a huge responsibility that we think about every day. Our success is built on helping our clients leverage world class investment ideas and insights in order to deliver long-term investment results, ultimately ensuring prosperity for the millions of people we represent.

**Your new role**
The Investment Specialist position is a multi-faceted role, it will be key in managing relationships with external platforms and “direct investors” in the JANA Investment Trusts, which are market segments we see significant potential for growth for JANA. This role will work on a wide range of business and investment-related activities including contributing to papers and presentation material that serve to differentiate JANA’s investment products.

Some of your duties will include:

- Oversight of all aspects of written communication in relation to JANA’s investment trusts. This includes communication in relation to portfolio changes, performance, quarterly commentary, sustainability reporting and initiatives, product disclosure and legislative requirements.
- Working with portfolio managers and research teams to improve key messages regarding JANA Investment Trusts
- Maintaining strong relationships with and be a key contact for selected JANA clients
- Assisting in the marketing and distribution effort as required, including helping to develop marketing material, meeting prospects and contributing to written responses
- Developing strategic initiatives that drive the growth and long-term success of JANA and improves outcomes to clients

**About you**
We're looking for a passionate and motivated investment professional with exceptionally strong written and verbal communication skills. As a JANA Investment Specialist, you have expertise in technical writing and editing techniques and the ability to communicate complex issues succinctly and factually. You will have a collaborative approach and enjoy working with different teams. You have experience presenting to internal and external clients, prospects and boards and are committed to exceeding expectations. A passion for investments and related issues is beneficial and you can demonstrate an ability to create networks of clients and referral relationships.

A relevant tertiary qualification is required alongside transferable work experience and skills.

**Why JANA?**
JANA is a leading investment consulting firm with offices in Melbourne & Sydney. Our core business provides investment advisory consulting to over 85 institutional clients, including corporate, industry and public sector superannuation funds as well as charities, insurers, foundations and endowment funds.

At JANA, we surround ourselves with curious, self-motivated, people who are empowered to learn from and inspire each other. Every member of the team passionately strives to achieve outstanding results for each and every one of our clients. To suggest our team are committed to deliver, grow and rise to every opportunity would be an understatement.

We welcome diversity and the diverse thinking it brings. Our people are known for building long lasting relationships with clients and in doing so an in-depth understanding of client needs

This is an exciting opportunity to be part of JANA and its ongoing success.

**Being part of the team at JANA, is just the beginning.**
At JANA, we offer rewarding careers for outstanding professionals where you will receive recognition based on your performance. Further to this, JANA also provides the following benefits for its people:

- 50% reimbursement on costs for further study on relevant courses and study leave provisions
- Flexible work options
- Ability to purchase an additional 4 weeks of annual leave per year
- Generous leave provisions including sick, carer’s and parental leave options to support our people when they need it most
- An annual Volunteer day to contribute to your favourite charity or community cause
- Regular health and wellbeing seminars and activities as part of our Health and Wellbeing program
- Monthly reward and recognition program
- Employee Assistance Program and flu vaccines

**Next steps**

This role can be based out of either our Sydney or Melbourne office