Investment Assistant

Company Overview

Working for a boutique Private Wealth based on the Northern Beaches the Investment Assistant is responsible for the day-to-day running of the investment process. In a broad role you will be involved in portfolio research, model portfolio design, manager interviews, corporate actions, implementation and ongoing management of client portfolios.
Key responsibilities include:

  • Day-to-Day Running of the investment process
  • Coordinating manager review meetings, documenting manager ratings 
  • Preparing all relevant documents for the monthly investment committee
  • Conduct asset class reviews and research relevant fund managers for consideration at the IC
  • Ensuring all client portfolios are initially invested and re-balanced according to the schedule
  • Managing Corporate Actions
  • Benchmarking the model portfolio performance against industry peers and benchmarks
  • Providing the financial advisers with analytics and insights regarding the performance of the portfolios including  presentation material to be used in client meetings

Skills and Experience: 

  • Previous financial services exposure would be desired along with a strong interest in the investment markets 
  • Tertiary qualifications in a related discipline
  • Ability to work to deadlines and manage competing priorities
  • Strong interpersonal skills with an emphasis on being able to work in a highly collaborative environment 
  • Strong attitude and willingness turn learn 

For a confidential discussion contact Profusion on 92406375 or apply by using the “Apply now” link below.