About the Role
Our team is seeking a highly skilled Multi-Asset Strategist to join our investment division. In this role, you will be responsible for delivering exceptional results through effective stakeholder engagement, market research, and competitive analysis.
Your Key Responsibilities Include:
* Client and Advisor Engagement: Collaborate with internal teams to develop and execute client service models that meet customer needs and expectations.
* Team Engagement: Develop high-quality collateral to communicate complex investment strategies to both internal and external stakeholders.
* Market Research and Competitive Analysis: Conduct thorough research to identify industry trends and areas for improvement in multi-asset investing.
* Stakeholder Relationship Management: Build and maintain relationships with key stakeholders, including investors, research houses, and industry professionals.
* Regulatory Compliance: Ensure full awareness and compliance with all applicable financial regulations.
Your Skills and Qualifications
* Experience in investment products and/or investment sales, preferably with knowledge of multi-asset portfolios and an understanding of asset allocation, manager selection, and portfolio construction techniques.
* Excellent communication and presentation skills, with the ability to articulate complex investment concepts to both internal and external stakeholders.
* Strong analytical, strategic thinking, and problem-solving abilities.
* Familiarity with APRA, ASIC, and AFSL regulatory frameworks.
* Bachelor's degree in finance, economics, or a related field.