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Portfolio management specialist

Adelaide
beBee Careers
Posted: 15 June
Offer description

About the Role:

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The primary purpose of this position is to drive portfolio management and technical excellence initiatives, ensuring financial targets and portfolio strategy are achieved.

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Key responsibilities include:

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* Developing and executing Portfolio Strategies, incorporating insights from market research, competitors, and customer feedback.
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* Monitoring market trends, competitor performance, and developing strategic pivots.
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* Maintaining Target Market exposure in line with accumulation management requirements.
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* Driving continuous monitoring of trends and growth opportunities.
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* Contributing to the financial planning process and engaging with stakeholders to implement relevant portfolio actions.
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About You:

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To succeed in this role, you will need:

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* Proven analytical and critical thinking abilities, with experience in managing Consumer products within a Financial Services institution.
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* Experience working with internal and external data and analytical tools, such as SQL, SAS, Python, Tableau, or MicroStrategy.
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* Comprehensive knowledge of products, industry practices, and governing legislation.
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* Highly developed consulting and influencing skills, with the ability to co-create strategy, provide valuable analytical solutions, and present to key business stakeholders.
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* Excellent verbal and written communication skills, with the ability to communicate with audiences at all levels.
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Benefits and Perks:

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This role offers a range of benefits and perks, including:

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* Inclusive Culture: A supportive, open-minded team focused on customer outcomes.
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* Flexible Work-Life Balance: Flexible and remote work options, with support for your work/life balance.
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* Career Development: Access to mentoring, development, and global mobility opportunities for growth and success.
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* Financial and Well-being Perks: Discounts on Allianz products, retail, tech, and travel, plus financial wellness initiatives and an Employee Share Purchase Program.
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What We Offer:

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We value diversity, equity, and inclusion, and strive to create an environment where everyone can thrive. If you require any adjustments or support to participate equitably in our recruitment process, please let us know.

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