Investment Specialist
vor 3 Wochen
The Investment Specialist is responsible for supporting the Senior Investment Specialist in delivering high-quality, general investment solutions and advice to clients assigned. This role involves conducting detailed investment analysis, assisting in the development of investment strategies, and providing insights to enhance portfolio performance. Key Responsibilities Manage a portfolio of wholesale investment clients who do not seek personal financial advice. Assist in the presentation and marketing of investment strategies and financial products that align with client objectives and market conditions. Collaborate with the Senior Investment Specialist to prepare investment reports, presentations, and recommendations for clients. Monitor and evaluate portfolio performance, providing insights and recommendations for optimization. Stay informed about market trends, economic developments, and regulatory changes to provide clients with up-to-date advice. Support the Senior Investment Specialist and directly meet with clients, speak at presentations, and provide technical expertise and insights. Ensure compliance with all regulatory requirements and internal policies in the delivery of investment advice. Contribute to the continuous improvement of investment processes and strategies. Education / Qualifications / Certifications Bachelor’s degree in finance, Economics, or a related discipline. RG146 plus experience in investment analysis or a similar role within financial services. Strong analytical and quantitative skills, with proficiency in financial modelling and data analysis. Excellent communication and interpersonal skills. Ability to work collaboratively within a team environment and independently when required. Commitment to maintaining high ethical standards and delivering exceptional client service. Vision & Purpose The role requires a strong analytical mindset and a commitment to continuous learning and improvement, where the Investment Specialist should position themselves as a key resource for clients, contributing to the success and growth of the investment team. #J-18808-Ljbffr
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Investment Specialist
vor 3 Wochen
City of Melbourne, Österreich Clime Investment Mangement VollzeitA financial services firm in Melbourne is seeking an Investment Specialist to support senior analysts in delivering investment solutions. This role involves managing a portfolio of clients and providing strategic insights to enhance performance. Ideal candidates will have a bachelor's degree in finance or economics, solid analytical abilities, and excellent...
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Investment Specialist
vor 2 Wochen
Council of the City of Sydney, Österreich Auscap Asset Management VollzeitAn exciting opportunity is available to join Auscap Asset Management Ltd as a key member of the Distribution team in an Investment Specialist role. Auscap is a quality-first, value-focused, active Australian equities manager with a strong performance record. We are committed to being a leading Australian fund manager with a reputation for performance,...
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Investment Data Specialist
vor 1 Woche
City of Melbourne, Österreich Kapital Consulting - Fintech & Executive Search VollzeitRecruitment Consultant at Kapital Consulting The Opportunity Join a highly capable group working closely with investment teams. You’ll work alongside the greater technology team, and investment professionals to keep critical internal systems running smoothly. This is a hands‑on, varied role with the predominate focus on the ingestion of data sources and...
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Investment Specialist | Wealth Distribution
vor 3 Wochen
City of Melbourne, Österreich Foundry Talent Partners VollzeitInvestment Specialist | Wealth Distribution One of Australia’s leading funds management firms is looking to appoint an Investment Specialist to accelerate its push into the wealth and intermediated channel. A recognised name in the Australian market, the firm has excellent performance history, high brand recognition and a clear product roadmap that will...
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Investment Specialist
vor 2 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitMelbourne Wealth Management Permanent This is a fantastic opportunity to join a leading financial services provider in a permanent position in their Melbourne office. The role is ideal for an experienced investment professional with a passion for working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, delivering tailored wealth management...
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Regulated Investment Specialist
vor 3 Wochen
City of Hobart, Österreich TasNetworks VollzeitAbout The Role An exciting opportunity exists in the TasNetworks Regulation team for a Regulated Investment Specialist . Located at Lenah Valley in Hobart’s Northern Suburbs and reporting to the Leader Large Regulated Investment, this role supports the evolution of renewable energy in Tasmania by focussing on large transmission projects across the State....
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Growth Analytics
vor 8 Stunden
Council of the City of Sydney, Österreich Australian Ethical Investment VollzeitA leading ethical investment firm is seeking an Acquisition and Analytics Specialist to drive customer acquisition through hands-on media buying and ensure a robust analytics ecosystem. The ideal candidate will have 3+ years of experience in media buying and analytics, strong technical skills in GA4 and SQL, and the ability to collaborate across teams. This...
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Specialist, Investment Risk and Performance
vor 3 Wochen
City of Melbourne, Österreich IAG VollzeitSpecialist, Investment Risk and Performance At IAG, we’re ready for you. We're the largest general insurance group in Australia and New Zealand. Our family of brands turns the IAG purpose of making your world a safer place into action by helping everyday Aussies and New Zealanders, supporting their ambitions and making insurance accessible. As Specialist,...
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Associate Director Investment Specialist
vor 8 Stunden
City of Melbourne, Österreich National Australia Bank VollzeitBe part of a collaborative & high performing relationship-driven culture Assist in developing strategic investment and risk management relationships and identify and close client opportunities Location: 395 Bourke Street, Melbourne About the Role We’re looking for an experienced Associate Director – Investment Specialist to join our Private Investments...
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Senior Investment Performance Specialist
Vor 6 Tagen
City of Melbourne, Österreich Marsh & McLennan Companies VollzeitSenior Investment Performance Specialist We are seeking a talented individual to join our Mercer Investments team. This role will be based in Melbourne or Sydney. This role requires a detail-oriented professional with the ability to manage and operate a bespoke complex investment performance calculation system. This is a hybrid role that has a requirement of...