Company Description
Delta Portfolios is the result of a merger between two of Australia's longest-running asset consulting firms, specializing in designing robust portfolios for personal investors. The company partners with financial advisers to build resilient, high-performing investment portfolios that align with their unique investment philosophies. Utilizing deep research, data-driven insights, and streamlined implementation, Delta Portfolios delivers tailored solutions that meet client needs. Headquartered in Australia, the firm is committed to empowering financial advisers and fostering long-term investment success.
Role Description
This is a full-time, on-site role located in the Greater Sydney Area for a Senior Investment/Research Manager. The role is focused on conducting in-depth research and market analysis to support the development of innovative investment strategies. Responsibilities include designing and implementing questionnaires, analyzing complex financial data, preparing detailed research reports, and presenting findings to stakeholders. The manager will play a key role in ensuring the quality and cohesion of advice provided to financial advisers.
Qualifications
* Strong Analytical Skills to assess financial trends and evaluate investment opportunities.
* Proficiency in Market Research and Research methodologies to support evidence-based portfolio recommendations.
* Excellent Communication skills for preparing comprehensive reports and presenting findings effectively.
* Experience in Questionnaire Design to tailor research tools to specific portfolio objectives.
* Proven ability to manage multiple projects and collaborate with diverse teams in a fast-paced environment.
* Relevant experience in asset consulting, investment management, or a similar field is preferred.
* Advanced degree in Finance, Economics, Business, or a related field; CFA or equivalent certification is an advantage.
#J-18808-Ljbffr