1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.We are a fast growing, boutique Investment Manager, operating in the rapidly growing managed account space. We work with independent financial advice businesses across the country, looking after both multi-asset and Australian equity SMA's and MDA's. As a result of strong business growth we are looking to build our team with an internal multi-asset Investment Consultant.The role will see the successful candidate work with our research team to build and manage our growing suite of managed account portfolios, and help service our managed portfolio clients (financial advisers). Day to day tasks will include qualitative and quantitative fund research, asset allocation, preparation of client communications and portfolio reports, as well as direct engagement and servicing of clients, including Investment Committee representation.The ideal candidate will have:At least 3 years experience in a multi-asset investment consulting, research or portfolio management roleStrong fund research capabilities and experience across all of the major asset classesStrong quantitative analysis and modelling capabilitiesOutstanding written and verbal communication skillsStrong and confident presentation skillsSelf motivated, high energy, results-focused personalityPreferable attributes include:In depth understanding of, and experience working with financial plannersExperience utilising Morningstar DirectAs a fast growing, founder-led business, we have high expectations, but for top performers there are genuine opportunities to grow with our business, and progress your career in a fast-paced, exciting, rewarding environment.A competitive market-based salary, with bonus potential will be offered, commensurate with the successful candidate's level of experience.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at Bellmont Securities by 2xGet notified about new Investment Analyst jobs in Greater Sydney Area.Investment Operations (Private Markets/Credit)Sydney, New South Wales, Australia 2 weeks agoInvestment Analyst - Renewable Energy & Sustainability FocusInvestment Associate & Investment Manager, Private EquitySydney, New South Wales, Australia 2 weeks agoAnalyst - Investment Banking (Programming & AI)Senior Equity Research Analyst - Small Caps2026 Equity Research Summer Analyst - Sydney (Dec'25 - Feb'26)Sydney, New South Wales, Australia 2 months agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 1 day agoInvestment Bank – Financial Institutions Group – Associate / Vice PresidentSydney, New South Wales, Australia 4 months agoAssociate, Global Corporate & Investment Banking Credit RiskSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 23 hours agoSydney, New South Wales, Australia 3 weeks agoNorth Sydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 3 weeks agoCompliance Manager | Global Investment ManagerSydney, New South Wales, Australia A$150,000.00-A$180,000.00 3 weeks agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 3 weeks agoTransport Sector Consulting Client Engagement PartnerSydney, New South Wales, Australia 2 weeks agoAustralian/New Zealand Investment CounsellorSydney, New South Wales, Australia 2 months agoSydney, New South Wales, Australia 1 month agoGeneral Manager Finance - Planning & ReportingSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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