Investment Consultant

17 hours ago

Brisbane, Queensland, Australia Quilla Consulting Full time $120,000 - $180,000 per year

About Quilla

Quilla Consulting is an investment management firm with offices in Brisbane and Sydney and clients across Australia.

Quilla has established itself as a dynamic, innovative business, setting the standard for multi-asset/multi-manager portfolio management. We undertake extensive quantitative and qualitative research to inform us on capital markets and the best investment strategies to achieve our portfolio objectives.

We are a boutique group comprised of investment and operations professionals with diverse backgrounds, including well-known institutional brands in Australia and offshore, who are delivering a superior and more compelling investment service for financial advice firms.

At Quilla, you will get valuable hands-on experience across a wide variety of tasks.

We engender an entrepreneurial spirit across our team. We value and encourage our team's ideas that expand our service offering and help us better serve our clients.

We are innovative, implementing new, smarter solutions that deliver valuable outcomes for our clients.

Our Investment Consultants undertake portfolio management in partnership with our clients. They also have dedicated investment research responsibilities.

We now have an opportunity for an Investment Consultant to join our team in Brisbane.

Who we are looking for:

This is a hands-on role with a variety of responsibilities, including:

  • Managing client portfolios and Investment Committee meetings;
  • Conducting qualitative and quantitative fund research utilising our in-house processes and procedures;
  • Distilling our macro/markets and fund manager research into portfolio recommendations;
  • Managing and executing trades for portfolios against agreed exposure targets and monitoring ongoing drift of those portfolios;
  • Overseeing the preparation of regular reports (performance, attribution etc) for various stakeholders and managing action items from those meetings;
  • Proactively suggesting, leading and participating in value-add projects and process enhancements to improve efficiencies and mitigate risk within the group;
  • Undertaking ad hoc analytical requests from our clients;
  • Writing market and portfolio commentary on a regular basis.

The position is ideal for someone with strong analytical skills and who enjoys client interaction and fund research. Excellent attention to detail and a focus on client service are essential.

Some travel to visit clients will be required as part of the job.

Education and experience:

  • At least 10 years' experience in the investment industry;
  • Undergraduate degree in a relevant field. A Finance Masters or CFA is desirable (or working towards);
  • Knowledge of portfolio management practices and capital markets;
  • Extensive knowledge of Australian domiciled investment funds, SMAs and ETFs;
  • Excellent data analysis skills;
  • Analytical mind with good problem-solving skills;
  • Very strong attention to detail and a high degree of accuracy in all work;
  • Proven ability to manage multiple tasks with competing deadlines;
  • Ability to work in a team and autonomously; and
  • Knowledge of Morningstar Direct and Refinitiv is desirable but not essential.

Salary package and the opportunity for equity

A competitive package comprising a base salary and performance-based incentive, consistent with the successful candidate's experience and qualifications.

We also offer an employee share options program for outstanding performers.

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