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Senior investment advisor

Melbourne
beBeeInvestment
Investment Analyst
Posted: 7 December
Offer description

Role Summary:


This role involves providing advisory services to large superannuation funds and institutional investors.



* Support the delivery of investment consulting services for diverse clients

* Conduct Operational and Investment Due Diligence reviews

* Carry out governance assessments to strengthen oversight and compliance

* Evaluate environmental, social, and governance policies and practices

* Prepare detailed performance reports by researching client portfolios against industry standards

* Undertake readiness reviews for new investment strategies and products

* Contribute to business development initiatives



To succeed in this role, you will need strong analytical skills, attention to detail, and ability to engage with clients. You must also be self-motivated, reliable, and able to work independently.

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