Portfolio Manager

2 weeks ago

Newcastle Maitland Hunter, Australia Politis Investment Strategies Full time $90,000 - $120,000 per year

The Company

To meet the requirements of our rapidly growing Financial Services business, we are on the lookout for exceptional staff to join our high performing team. 

Based out of our beautiful waterfront office in Newcastle, we have a rare opportunity for a Portfolio Manager / Equities Analyst to join our team.

The Role

In this role you will identify and conduct detailed due diligence on listed equity investments and strategies which have the potential to improve the likelihood of our Funds meeting their investment objective. As a Portfolio Manager / Equities Analyst you will lead the on-going monitoring and management of current Australian and global listed equity investments and will be accountable for the analysis and delivery of reporting relating to each portfolio, exposures, performance and risk and deliver timely reports to key stakeholders.

Skills required

  • Minimum 5 years' experience in portfolio management, research or analytical role in funds management, asset consulting or related discipline
  • Tertiary degree in finance or related discipline. CFA is highly desirable
  • Exceptional numeracy and analytical skills with the ability to make tough decisions backed by research
  • Broad knowledge of the listed equity funds management landscape and the approach institutional investors take to building an effective portfolio of exposures to equity investments
  • Self-starter who can organise and manage projects autonomously and also work effectively as part of a team
  • Innovative problem solving and decision-making with a focus on service delivery excellence and achievement of business objectives

You will be rewarded

  • Competitive salary
  • Opportunity to be a part of a well-established and growing business
  • Beautiful Newcastle waterfront location with onsite parking
  • Supportive high-performance culture

Applicants must have the right to work in Australia and will be subject to police and bankruptcy checks. Only short-listed candidates will be contacted.

  • Portfolio Manager

    2 weeks ago

    Newcastle-Maitland, Australia beBeeProperty Full time $60,000 - $80,000

    Senior Property ManagerWe are seeking an experienced property manager to oversee a residential portfolio and represent the best interests of landlords and tenants.Key Responsibilities:Leasing propertiesConducting lease renewals and rent reviewsManaging ingoing and routine inspectionsDelivering exceptional landlord and tenant client serviceArrears...

  • Portfolio Manager

    1 week ago

    Newcastle, New South Wales, Australia beBeeFinancial Full time $80,000 - $150,000

    Our organization seeks a Private Banking professional to contribute to the management of a portfolio of high net worth individuals and businesses.Key Responsibilities- Assist in managing a diverse portfolio of clients with complex financial needs.- Provide expert analysis, research and sales and service fulfilment to identify new opportunities for banking...

  • Childcare Portfolio Director

    2 weeks ago

    Newcastle, Maitland & Hunter, Australia Little Zak's Academy Full time $80,000 - $100,000 per year

    Little Zak's Academy is privately owned and family run. Our aim is to provide early childhood care and education in a safe, welcoming, adopting and nurturing environment. Our staff are dedicated professionals who value the importance of maintaining an optimum level of care and education for all children. We select our staff based on knowledge and values,...

  • Project Portfolio Manager

    1 week ago

    Newcastle, New South Wales, Australia beBeePortfolio Full time $110,000 - $140,000

    About Portfolio ManagementA leading sustainability consultancy is seeking an experienced Portfolio Manager to oversee the delivery of multiple projects across various sectors.Key Responsibilities:Drive reporting on key metrics, including roadmap development and project resourcingCommunicate priorities and coordinate activities across a portfolio of...

  • Newcastle Portfolio Manager

    5 days ago

    Newcastle, New South Wales, Australia beBeeProperty Full time $90,000 - $120,000

    Seeking a dedicated Property Manager to oversee a portfolio of up to 180 properties in Newcastle. The successful candidate will work alongside Buyers Agents and Investment Property Consultants, sharing a commitment to Best Practice guidelines.The ideal candidate has at least 3 years of experience in residential property management, a real estate license, or...

  • Residential Portfolio Manager

    2 weeks ago

    Newcastle, New South Wales, Australia beBeePortfolio Full time $90,000 - $120,000

    Deliver exceptional service standards and reduce stress for clients in this portfolio management role.Key ResponsibilitiesOversee a residential portfolio, ensuring the interests of landlords and tenants are represented with professionalism, care, and integrity.Lease properties and conduct lease renewals and rent reviews.Complete thorough vacate...

  • Case Portfolio Manager

    1 week ago

    Newcastle, New South Wales, Australia beBeeClaims Full time $90,000 - $120,000

    Job DescriptionWe are seeking a skilled professional to manage a weekly portfolio of workers compensation claims, supporting injured workers throughout their claim journey.The ideal candidate will have experience in case management and be passionate about delivering exceptional customer experiences, with strong verbal and written communication skills.This is...

  • Senior Portfolio Manager

    1 week ago

    Newcastle, New South Wales, Australia beBeeCustomerSolution Full time $100,000 - $130,000

    About UsAt ANZ, we're shaping a world where people and communities thrive.About the RoleYou'll play a key role in helping to acquire, grow and retain a quality portfolio of customers. Your role is to partner with the Relationship Manager to support your portfolio in all aspects of customer service, compliance, processes, systems, and governance.Key...

  • Insurance Portfolio Manager

    2 weeks ago

    Newcastle, New South Wales, Australia beBeeClaims Full time $70,000 - $95,000

    We are seeking an experienced Claims Manager to join our team. As a key member of our organization, you will be responsible for managing NSW Workers Compensation insurance claims in a proactive and sustainable manner.Key ResponsibilitiesManage a portfolio of workers compensation insurance claims to ensure timely and cost-effective resolution.Communicate...

  • Strata Portfolio Manager

    1 week ago

    Newcastle, New South Wales, Australia beBeeStrata Full time $90,000 - $140,000

    Strata Manager RoleWe are seeking a dedicated Strata Manager to join our team. As a leading provider of strata and property services, we offer a unique range of services including facilities management, property development, debt recovery, and legal services.The successful candidate will be responsible for maintaining a portfolio of strata schemes, building...