Investment Specialist

5 days ago


Melbourne, Victoria, Australia T+O+M Executive Full time

Newly created role with a a leading Australian Fund Manager with a long history of providing staff with long term career opportunities and a work life balance. In this role you have great access to the CIO and the investments team which will expand your knowledge within the front office.

Reporting to the Head of Investment Relationships and working closely with the investment team you will this is a high profile role within the business.

**Your responsibilities will include**:

- Be the face and point of contact for the investments team to all relevant parties
- Provide training to the inhouse distribution salesforce
- Project manage internal teams to support adviser communications such as webinars, events, training, and standard pitch books
- Presenting to adviser groups on investment decisions

Given the presentation and training nature of this role you will need to be comfortable presenting to large groups of people and feel comfortable in being able to explain complex information. Specifically you will need:

- 3+ years of relevant investment experience within an Investment Manager.
- A demonstrated understanding of technical aspects of investments.
- A demonstrated understanding of relationship management and distribution.
- Strong relationship and stakeholder management skills



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