Investment Consultant

4 days 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.

  • Investment Analyst

    6 days ago

    Brisbane, Queensland, Australia Quinn Allan Full time $80,000 - $120,000 per year

    Quinn Allan are proud to be exclusively partnering with a leading real estate investment and development group specialising in large-scale land subdivision projects across Australia. With a strong track record of delivering high-quality outcomes, the business combines strategic investment expertise with deep industry knowledge to drive long-term value across...

  • Senior Consultant

    4 days ago

    Brisbane, Queensland, Australia Adaptus Full time $104,000 - $130,878 per year

    Senior Consultant | Sustainability & Climate ResilienceAdaptus | Brisbane, Australia | Full-time or Part-timeReady to drive meaningful impact in the climate and sustainability space?At Adaptus, we're not just consultants – we're catalysts for change.As Australia's specialist climate and sustainability consultancy, we partner with ASX-listed companies,...

  • Senior Consultant

    4 days ago

    Brisbane, Queensland, Australia Adaptus Full time $90,000 - $120,000 per year

    Senior Consultant | Sustainability & Climate ResilienceAdaptus | Brisbane, Australia | Full-time or Part-timeReady to drive meaningful impact in the climate and sustainability space?At Adaptus, we're not just consultants – we're catalysts for change.As Australia's specialist climate and sustainability consultancy, we partner with ASX-listed companies,...

  • Senior Tax Consultant

    2 days ago

    Brisbane, Queensland, Australia Perigon Group Pty Limited Full time $120,000 - $180,000 per year

    Senior Tax Consultant We're currently seeking a Senior Tax Consultant to join a leading organisation on a 6-month contract. This role offers exposure to a large, complex environment, working across both corporate and other teams on a variety of tax matters. The Role Manage compliance processes for corporate entities and investment products.Deliver income...

  • Solutions Consultant

    7 days ago

    Brisbane, Queensland, Australia Palo Alto Networks Full time $100,000 - $200,000 per year

    Company Description Our MissionAt Palo Alto Networks everything starts and ends with our mission:Being the cybersecurity partner of choice, protecting our digital way of life.Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and...

  • Senior Consultant

    6 days ago

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

    Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are...

  • Sales Consultant

    6 days ago

    Brisbane, Queensland, Australia Troocoo Full time $80,000 - $120,000 per year

    Troocoo is thrilled to partner with a trusted, family-owned Queensland-based home builder with a 30+ year history of crafting high-quality, custom and modular homes. With 75+ homes built each year, this company prides itself on innovation, exceptional craftsmanship, and creating unforgettable customer experiences. We are seeking an experienced Residential...

  • Education Consultant

    2 days ago

    Brisbane, Queensland, Australia CHIAO SHUN INTERNATIONAL PTY LTD Full time $49,900 - $59,000 per year

    Job Description – Education ConsultantPosition Title: Education ConsultantLocation: Brisbane, AustraliaCompany: Chiao Shun International Pty LtdAbout Us:Founded in 1997, Chiao Shun International provides high-quality services in education, migration, property investment, and employment. We are committed to understanding and meeting each client's unique...

  • Principal Consultant

    1 week ago

    Brisbane, Queensland, Australia Emanate Technology Full time $90,000 - $120,000 per year

    Principal Consultant - Project ServicesEmanate Technology is a fast-growing, well-established IT recruitment firm with offices in Brisbane, Canberra, Melbourne and Adelaide. We're looking for a dynamic and results-driven Senior or Principal Recruitment Consultant to join our thriving Brisbane team. You will take a lead on Project Services opportunities in...

  • Principal Consultant

    6 days ago

    Brisbane, Queensland, Australia Slalom Full time $100,000 - $150,000 per year

    Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are...