Portfolio Construction Strategist

Portfolio Construction Strategist

Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients.

The Portfolio Construction Strategist role involves working with our asset allocation specialists within the Portfolio Solutions team, where you will assist in building our suite of portfolios and contribute to investment strategy formulation, research of asset classes and fund strategies.

**Your key responsibilities will be to**:

- Construct portfolios with efficiency and consistency, reflecting desired asset class, style, macro and market exposures.
- Monitor portfolios for their likelihood of achieving their stated objectives and recommend any changes that may be necessary to ensure they do.
- Contribute to medium term investment strategy formulation, providing asset allocation/sub asset/strategy recommendations.
- Assist in formulating investment-oriented portfolio construction recommendations.
- Measuring, monitoring, and managing risk and presenting to asset allocation meetings and Investment Committees (internal and external as required).
- Pull together recommendation documentation outlining portfolio positioning/changes and the rationale underlying these positions/changes.
- Contribute thought leadership pieces (articles, interviews) on areas such as portfolio construction, roles of assets, strategies, etc.
- Present portfolio construction and strategy issues and themes as part of our asset allocation service to existing and prospective clients.
- Point of contact between asset allocation and portfolio solutions personnel.

**To join us you will need the following experience and skills:
- A bachelor's degree or higher in Finance, Commerce or Business - this is highly advantageous.
- Excellent written and verbal communication skills.
- Ability to work independently and take ownership of your own workload.
- Exceptional presentation skills and strong attention to detail.
- 5+ years work experience within investment strategy, research or portfolio construction would peak our interest.
- Knowledge of risk analytics and risk systems such as MSCI BarraOne is highly advantageous.
- Python skills are highly desired.
- Broad experience with various types of investments and their characteristics, including equities, fixed income, credit and private assets.

**By joining the team, you will be offered the following**:

- A role that is varied in its responsibilities and welcomes initiative and collaboration with other motivated and experienced professionals.
- The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally.
- A pleasant, ambitious and professional working climate with good opportunities for further development.
- A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry.
- Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences.
- Eligibility of discretionary bonus.
- 4 days study leave per annum.
- $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy).
- Flexible work options under our Versatile Work Practices.

**Your next steps**:

- This is a great opportunity for a Senior Portfolio Analyst looking for the next step in their career We are always looking for committed and energetic individuals to be a part of the team and if you're looking for a collaborative, supportive and inclusive environment,
-

Job ID E77AC89AD1