Overview
Join to apply for the
Senior Manager | PwC Private Wealth | Melbourne
role at
PwC Australia
.
Our Private Wealth team is expanding, and we're looking for a Senior Manager to join our community of solvers. The Wealth team delivers tailored financial solutions to ultra-high-net-worth individuals and families. As part of our team, you'll co-ordinate and drive our investment research team, collaborating with fund managers, research houses and asset consultants to provide comprehensive and innovative strategies. We pride ourselves on a client-centric approach, building long-term, trust-based relationships while upholding the highest standards of integrity and compliance.
If you're passionate about helping clients achieve their financial goals and thrive in a proactive, results-oriented environment, this opportunity awaits you.
Responsibilities
Be an instrumental driver of our Private Wealth research team, collaborating to deliver bespoke investment consulting services to ultra-high-net-worth clients
Thrive in a client-centric environment with opportunities for professional growth and development
Flexible work options - work smarter in a way that suits your lifestyle
Oversee the Wealth Investment Committee research related matters and deliverables, including investment insight reports and thought leadership
Prepare Wealth Investment Committee Papers, including comprehensive reports that summarise findings, analyses, and recommendations regarding investment funds and asset class reviews
Manage investment committee stakeholder engagement, including coordinating fund manager meeting schedules and attending fund manager and research consultant meetings
Engage with external stakeholders including external asset consultants and fund managers
Assist with due diligence on potential investment opportunities in public and private markets on behalf of clients, including analysing fund manager reports and evaluating market trends
Contribute to and be an active part of our operational investment infrastructure (including platforms, internal research database, and portfolio modelling software)
Qualifications / Requirements
Consistently exceeding expectations with the ability to work independently and collaboratively in a fast-paced environment
Extensive experience in investment research, with experience in both public and private assets, preferably within investment research houses
Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely
High attention to detail and strong organizational skills
Upholding the highest standards of regulatory compliance and ethical conduct
Ability to respond quickly to economic shifts and market trends to keep client strategies relevant and effective
Utilising advanced portfolio modelling tools and platforms to improve efficiency and deliver superior client outcomes
About PwC
At PwC, we are a human-led, tech-powered community of solvers. We approach problems with curiosity, collaboration and a willingness to challenge the status quo to develop innovative solutions in partnership with Australian businesses and not-for-profits. We strive to make a positive impact and drive meaningful change. You'll be surrounded by peers who have your back and leaders who support you, in an environment that encourages continuous learning and growth.
Your benefits
Flexible working arrangements for how, where and when you work, ensuring you thrive while delivering top results for your team and clients
More opportunities to connect with loved ones, with the ability to work up to four weeks from anywhere in Australia and select international locations
Health and lifestyle perks like a wellness credit and discounted memberships
Gender inclusive 26 weeks paid parental leave
World-class development opportunities to accelerate your career
Strong mentors, meaningful work and plenty of networking opportunities
Dress for your day so you can feel confident and comfortable for whatever your day has in store for you
Diversity and inclusion
We empower our people to use their creativity, authenticity, and human differences to be champions of change. PwC is committed to fostering a workplace where everyone feels valued to thrive. We welcome adjustments or pronouns to be noted at any point in the application or interview process.
No Agencies Please
: We kindly request that recruitment agencies do not submit CVs in response to this advertisement. We are only accepting applications direct from individuals.
WD
#J-18808-Ljbffr