A specialist multi-manager investment platform backed by a large global asset-management group, known for disciplined asset allocation and institutional-grade portfolio construction.
The Role:
You will support the portfolio construction process, contributing to research, analysis and ongoing monitoring across a diverse set of strategies including dynamic, ESG-tilt, index and global equities solutions. You will work closely with senior portfolio managers and the Investment Committee, helping to maintain alignment with risk and return objectives.
Key responsibilities
* Research and monitor underlying managers and funds: performance, style, risk, fees, suitability
* Assist in dynamic asset allocation by analysing market and macro conditions
* Support implementation across SMAs, MDAs and fund-of-funds
* Produce clear investment insights, research memos and presentation materials
* Assist with due diligence on existing and prospective managers
* Maintain strong knowledge of markets, investment trends and ESG developments
* Collaborate with research, operations and distribution to ensure smooth execution
Candidate profile
* Degree in finance, economics or related; progress toward CFA welcomed
* Strong analytical and quantitative capability
* Understanding of multi-asset investing, portfolio construction and fund research
* Excellent written and verbal communication skills
* High attention to detail and disciplined execution
* Proactive, adaptable and comfortable working in a small, ambitious team
Why this role
* Global backing with a specialist investment-boutique culture
* Hands-on exposure to asset allocation and manager selection
* Broad investment platform spanning active, passive and ESG approaches
* Visible career impact in a business investing for growth
* Culture focused on performance, quality and integrity
Desired Skills and Experience
An exciting investment role at a global fund manager.
Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or contact Bianca Loughran on or for a confidential discussion.