Evidentia - Senior Asset Consultant (Melbourne)

17 hours ago

Melbourne Victoria Australia Lonsec Full time $120,000 - $180,000 per year

We're seeking an experienced Senior Asset Consultant to deliver tailored investment solutions within our growing Tailored Solutions team. This is a key role that blends deep technical expertise in portfolio construction and asset consulting with the ability to foster long-term, trusted partnerships with financial advisers and their clients.

About Evidentia

Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios – three leaders in managed accounts. Together, we offer innovative investment solutions tailored to financial advisers and their clients.

About the Role

This is a senior position within our Tailored Solutions team, responsible for delivering tailored asset consulting services to leading financial advice firms.

You'll work closely with clients to design and manage bespoke portfolios that reflect their investment philosophy, objectives, and risk profile, while aligning with the recommendations of the Evidentia Investment Committee. This includes portfolio construction, asset allocation, manager selection, risk management, and trading oversight.

The role requires strong client engagement skills, deep investment expertise, and the ability to partner with financial advisers to deliver disciplined, high-conviction solutions.

Responsibilities:

  • Build and manage tailored portfolios that align with client needs and Evidentia's investment philosophy.
  • Lead client relationships and serve as the primary contact.
  • Communicate investment views and present recommendations to client investment committees.
  • Oversee the preparation of client reporting and investment committee packs.
  • Drive FUM and revenue growth across the client base.
  • Work closely with the Manager Research team on manager selection and portfolio construction.
  • Apply Evidentia's proprietary tools for portfolio modelling, trading, and risk management.
  • Represent Evidentia in client meetings, industry forums, and adviser engagements.

About You:

  • Bachelor's degree in Business, Finance, Economics, Science, Engineering or related field.
  • 10+ years' experience in investment management, asset consulting or investment research.
  • RG146 accreditation (if advising retail audiences).
  • Strong knowledge of portfolio construction, asset allocation and financial advice processes.
  • Proven experience working with financial advisers.
  • Excellent client-facing and presentation skills with the ability to engage senior stakeholders.
  • Strong quantitative and qualitative research capability.
  • Highly organised with strong attention to detail and ability to manage multiple priorities.
  • Collaborative team player with the ability to also work independently.

What we offer

  • Ongoing flexible working arrangements
  • Family friendly work-life balance
  • Genuinely open and supportive culture with an approachable executive team
  • Ongoing training and professional development

Evidentia is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

Working rights – You must hold current permanent and full-time working rights in Australia e.g. Citizen or Permanent Resident.

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