Portfolio Manager Career Opportunity
Unlock a brighter financial future for clients with our Portfolio Manager role.
As a key member of our team, you will play a crucial part in defining and achieving superior financial outcomes through differentiated insights, disciplined investments, and world-class service. You will work closely with investment teams to develop, articulate, and communicate business plan goals and targets to internal stakeholders.
Responsibilities:
* Drive the commercial success of covered products through business plan ownership, completion, and implementation.
* Work closely with the Global Head of Fixed Income CPMs, the Head of Australia Fixed Interest, and investment team partners to develop and articulate longer-term business plan goals and targets to internal stakeholders.
* Represent and advocate for the Portfolio Managers within the organisation and with the external client base; display expertise in articulating team philosophy, process, performance/attribution, and portfolio positioning to internal and external clients.
* Participate in regular investment discussions with portfolio managers and analysts.
* Engage with Portfolio Managers to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience.
* Drive distribution strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, client queries, questionnaires, presentation material preparation, thought leadership generation, and execution.
Key Skills and Qualifications:
* Business / Commercial Acumen - able to proactively develop clear objectives backed by data, understanding any problems that may prevent them from being achieved and a way to overcome them.
* Client Skills - able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently.
* Investment Knowledge - deep understanding of specific products or assets, including the impact of macro environment.
* Partnership - able to coordinate activities between PMs, Product Specialists, Product Development, and Investment Specialists, able to listen and communicate effectively for different audiences to build trust.
* Agility - able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams.
* Teamwork - ability to work cooperatively within a team environment.
Benefits:
* Hybrid working and reasonable accommodations.
* Paid volunteer time to step away from your desk and into the community.
* Support to grow through professional development courses, tuition/qualification reimbursement, and more.
* All-inclusive approach to Diversity, Equity, and Inclusion.
* Maternal/paternal leave benefits.
* Complimentary subscription to Headspace - the mindfulness app.
* Corporate membership to ClassPass and other health and well-being benefits.
What to Expect:
As a Portfolio Manager at our organisation, you can expect a dynamic and supportive work environment that fosters growth and development. You will have the opportunity to work collaboratively with a talented team of professionals who share your passion for delivering exceptional client experiences.
Nice to Have Skills:
* MBA, advanced degree, or CFA Charter Holder preferred.
* Experience with presentation development and delivery.
* Advanced Excel, Word, and PowerPoint skills.
* Data gathering and interpretation from institutional sources including: Bloomberg, FactSet, Wilshire, Zephyr, Investor Force-PSN, Callan PEP software, etc.
Join us and discover a career that truly makes a difference. Apply now!