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Senior investment analyst - portfolio management

Sydney
beBeeInvestment
Investment Analyst
Posted: 13 December
Offer description

We are seeking a skilled investment professional to join our team in a key role that involves working closely with senior portfolio managers and the Investment Committee to maintain alignment with risk and return objectives.


About the Role

This is an exciting opportunity for a detail-oriented individual who can support the portfolio construction process, contribute to research analysis and ongoing monitoring across a diverse set of strategies including dynamic ESG-tilt index and global equities solutions.

As an investment analyst, you will be responsible for researching and monitoring underlying managers and funds, performance style risk fees suitability, and assisting in dynamic asset allocation by analysing market and macro conditions.


Main Responsibilities

* Conduct thorough research on underlying managers and funds, assessing their performance, style, risk, fees, and suitability for our portfolios.
* Analyse market and macro conditions to assist in dynamic asset allocation and ensure alignment with risk and return objectives.
* Support the implementation of investment strategies across SMAs, MDAs, and fund-of-funds.
* Produce clear and concise investment insights, research memos, and presentation materials.
* Assist with due diligence on existing and prospective managers, ensuring they meet our standards for quality and expertise.
* Stay up-to-date with market trends, investment developments, and ESG issues, providing expert advice to inform our investment decisions.
* Collaborate with research operations and distribution to ensure smooth execution of investment strategies.


What We Offer

We offer a competitive compensation package, opportunities for career growth and development, and a collaborative work environment that values teamwork and innovation.

As a member of our team, you will have the opportunity to work with experienced professionals, develop your skills and knowledge, and contribute to the success of our organisation.


Requirements

To be successful in this role, you will need to have:

* A strong understanding of investment principles, policies, and procedures.
* Excellent analytical, communication, and problem-solving skills.
* The ability to work effectively in a fast-paced environment and prioritise multiple tasks.
* A high level of integrity, professionalism, and discretion when handling confidential information.
* A commitment to ongoing learning and professional development.

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