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Investment specialist – investment manager

Platinum Pacific Partners
Posted: 20 June
Offer description

Newly created role with growing multi-asset investment manager Technical investment specialist serving as the conduit for internal investment team and financial advisory clients Contribute to the next phase of growth with highly reputable investment manager. Platinum Pacific Partners is exclusively partnering with a highly regarded boutique investment manager with a distinguished and revered name in the market. As asset allocation specialists, they are focused on delivering high quality, risk aware, global multi-asset portfolios driven by their own proprietary research. As a result of continue growth, they are seeking to appoint a technically strong and motivated Investment Specialist. This newly created role presents an exceptional opportunity to play a key part in the next stage of growth for an organisation known for its client-centric approach and high performing culture. As the Investment Specialist, you will represent the firm’s investment philosophy and process to prospective and existing clients. Working directly with the Investments team, you will service as the conduit for all external communications. The preferred candidate will bring a technical financial markets background, a solid understanding of multiple asset classes, and contribute to portfolio construction and investment committee discussions. You will collaborate with the Sales and Client Service teams, attend client meetings, and work to strengthen client relationships. Some interstate travel will be required in this role. We are able to consider those profiles who bring prior experience in listed markets and bring multi-asset experience. Ideal candidates will come from either investments, financial advisory or ex financial planners, asset consulting and research, or analysts who are looking to move into a client facing role. The successful candidate will be self-directed, self-motivated, and able to work autonomously as well as part of a team. They will enjoy the thrill of working with clients to articulate market dynamics and investment strategies. Additionally, attention to detail, excellent time management, and strong organisational abilities are essential qualities for this role. This is a truly exciting opportunity to join this highly reputable business and contribute to their next phase of growth. For a confidential discussion, please contact Alex Ober at ao@platinumpacific.com.au

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