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We are a fast growing, boutique Investment Manager, operating in the rapidly growing managed account space. We work with independent financial advice businesses across the country, looking after both multi-asset and Australian equity SMA's and MDA's. As a result of strong business growth we are looking to build our team with an internal multi-asset Investment Consultant.
The role will see the successful candidate work with our research team to build and manage our growing suite of managed account portfolios, and help service our managed portfolio clients (financial advisers). Day to day tasks will include qualitative and quantitative fund research, asset allocation, preparation of client communications and portfolio reports, as well as direct engagement and servicing of clients, including Investment Committee representation.
The ideal candidate will have:
* At least 3 years experience in a multi-asset investment consulting, research or portfolio management role
* Strong fund research capabilities and experience across all of the major asset classes
* Strong quantitative analysis and modelling capabilities
* Outstanding written and verbal communication skills
* Strong and confident presentation skills
* Self motivated, high energy, results-focused personality
Preferable attributes include:
* In depth understanding of, and experience working with financial planners
* Experience utilising Morningstar Direct
As a fast growing, founder-led business, we have high expectations, but for top performers there are genuine opportunities to grow with our business, and progress your career in a fast-paced, exciting, rewarding environment.
A competitive market-based salary, with bonus potential will be offered, commensurate with the successful candidate's level of experience.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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