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Activam Group (Activam) is a growing investment firm specialising in multi-asset portfolio management and investment consulting services for financial advice practices, with a strong focus on managed accounts. The Activam investment team brings extensive expertise in financial markets, spanning institutional and retail portfolio management, investment consulting, and research. Our proven track record includes asset allocation strategy, manager selection, and currency strategy.
The Role
This role plays a key part in supporting our fund management and investment consulting operations. You will research, analyse, and evaluate investment opportunities across various asset classes, including equities, fixed income, property & infrastructure, and alternative investments.
Working closely with the investment team, you will contribute to the development and implementation of multi-asset investment strategies, asset allocation decisions, and investment manager research. Your responsibilities will include maintaining and administering investment portfolios, assisting with the implementation of investment strategies, and ensuring the accurate and efficient execution of investment decisions.
Additionally, you will monitor portfolio performance, support the generation of reports for internal and client purposes, and provide insights to support informed decision-making.
Key Responsibilities
1. Investment Research and Analysis
* Conduct in-depth research and analysis across multiple asset classes to identify investment opportunities.
* Assess and optimise portfolios to align with specific objectives and risk tolerance.
* Collaborate with the investment team to develop and implement tailored investment strategies.
* Evaluate and monitor investment opportunities, market trends, and associated risks.
* Provide data-driven insights and recommendations on asset allocation and portfolio construction.
* Support asset allocation decisions across equities, fixed income, and alternative investments.
* Conduct investment manager research across asset classes, including Australian and international equities, property & infrastructure, fixed income, and alternatives.
* Prepare performance reports at the portfolio, sector, and fund levels.
* Liaise with clients, platform providers, and fund managers.
* Assist in portfolio monitoring, performance analysis, and asset allocation reviews.
* Conduct due diligence on existing and potential investment managers, strategies, and products.
* Assess and evaluate the performance and capabilities of external fund managers.
* Provide recommendations on the selection or replacement of investment managers.
3. Client Engagement, Reporting, and Communication
* Prepare and/or review comprehensive investment reports for clients, communicating performance, portfolio positioning, and market insights.
* Engage with clients to address inquiries and provide clear insights into investment strategies and outcomes.
* Collaborate with the investment team to create and deliver presentations to clients and prospects.
* Support and prepare investment recommendations for Investment Committee purposes.
* Assist with investment administration tasks, including compliance and risk checks.
* Contribute to new business development by supporting research, proposal preparation, and client engagement initiatives.
* Maintain and reconcile investment portfolios, ensuring accuracy and completeness of records.
* Execute trades as directed and confirm trade details, including quantity, price, and settlement terms with counterparties.
* Perform regular portfolio reconciliations to identify discrepancies or errors.
* Generate and distribute periodic investment reports to fund managers and clients.
5. Market Analysis and Forecasting
* Stay informed on global economic and market developments that impact investments.
* Support the development of investment strategies based on market conditions.
6. Business Growth & Development Support
* Support business development initiatives by providing investment insights and thought leadership to clients and prospects.
* Assist in creating marketing and educational materials to enhance client understanding of investment strategies.
* Contribute to Activam's presence in the wealth management sector by participating in industry events and forums.
* Engage with financial advisers and investment professionals to promote Activam's investment solutions.
* Assist in developing strategic partnerships to drive business growth.
Qualifications/Skills
* Bachelor's degree in Finance, Economics, or a related field.
* At least 3 years of experience in investment analysis and reporting.
* Strong understanding of multi-asset portfolios, financial markets, economic indicators, asset allocation, and investment manager research.
* Understanding of the role of Financial Advisers and the wealth management landscape is essential.
* Experience working with Financial Advisers is highly regarded.
* Excellent analytical and quantitative skills.
* Strong interpersonal and communication skills for client interactions.
* Proven ability to collaborate within a high-performing investment team.
Note:
This position description provides a general overview of responsibilities and requirements. Specific responsibilities may vary based on the needs and goals of the business.
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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