Investment Portfolio Specialist
A multi-asset class portfolio is managed and advised on by our team, with a focus on strategic thinking and precision execution.
We design and deliver tailored investment solutions that meet complex client objectives, leveraging our expertise in asset allocation management and investment manager analysis.
Key Responsibilities:
* Maintain and enhance financial and investment models to inform short- and long-term investment return and risk analysis.
* Monitor and review portfolio cash positions, client cashflow patterns, and deposit maturities, as well as re-investment opportunities.
* Recommend and instruct investment transactions across portfolios, where delegated.
* Assist senior team members in validating and analysing portfolio investment returns, preparing and delivering client reports, fund updates, and attestations.
* Engage with external managers to ensure compliance with portfolio requirements and constraints.
* Provide portfolio metrics to Risk & Compliance and review manager policies for alignment with industry standards.
About You:
* Degree qualified in finance or commerce, with progress towards post-graduate investment management qualifications highly regarded.
* 3-5 years of investment experience in an advisory, management, strategy, risk, or manager-of-managers environment, working for a leading consultant, insurer, superannuation fund, retail platform, or asset manager.
* Established verbal and written communication skills, coupled with quantitative analysis capability.
* Proficiency in using financial markets investment and analysis tools, such as Bloomberg, Factset, etc.
* Experience in asset allocation management, investment manager analysis and selection, and multi-asset portfolio analysis and management.