Investment Consultant - Investment Research
Build your career in investment consulting with access to a range of managed funds and asset classes and create sustainable investment outcomes for clients. Work with a leading investment research firm Outstanding professional development, collaborative team environment Melbourne CBD location Our client is a leader in providing investment research with a long-standing track record in funds management. Due to continued growth, a newly created opportunity has arisen for an exceptional candidate to join their investment consulting team in Melbourne.
You will be responsible for: Monitoring and maintaining the performance of model portfolios and preparing quarterly reports; Assisting with the provision of market commentary reports and rationale for portfolio changes; Preparing, coordinating and attending client Investment Committee meetings; Supporting continuous improvement of processes, such as improving use of quantitative applications and portfolio reporting capability; and Liaising with internal Research and Sales/Distribution teams for day-to-day tasks, as required. Technical Skills & Qualifications required include: Ideally 5 to 10 plus years of experience in investment research, financial planning or funds management; Tertiary education in a Commerce/Mathematics/Engineering or a finance-related degree; Demonstrated working knowledge and understanding of portfolio construction and managed funds across asset classes; Excellent verbal communication and relationship management skills; and Highly proficient in Microsoft Excel and Word. If you are interested in learning more about this opportunity, then please contact Sukhi Chahal at 03 9088 4168 or apply via the attached email link.