Portfolio Manager – Local Boutique Investment Trust

Company Overview 

My client is a private investment trust established over 10 years ago and achieved incredible year on year returns since inception based namely on a highly active trading strategy. The success of the sole portfolio manager to date has led to the FUM growing towards $20m and the need to hire an additional portfolio manager.

Role Overview 

Essentially the incumbent is required for two key reasons; one to bolster the investment management capacity and secondly to offer greater flexibility and reduced reliance on the sole Portfolio Manager who is currently managing the Trust. With a priority focus on engaging someone that helps create longevity for the fund, the Board of the Trust is aware of the uniqueness of the role and are open minded about the incumbent assuming differing responsibilities (eg. manage a long term portfolio / trade a trading portfolio / assist with modelling etc) either as a full time employee or possibly reduced hours or even on a consulting basis.
Skills & Experience 

Possibly seeking a more balanced employment at the latter stage of your career, the incumbent will ideally be a highly experienced Equities portfolio/investment manager. You will also have:

  • Strong understanding of Global Macro Economics and its relationship with financial markets;
  • Extensive use of Excel and stock market trading platforms such as Iress;
  • Ability to work in total autonomy as well as closely partner with Board and the existing PM;
  • A strong understanding of Listed Investment Companies would be advantageous.

What’s On Offer

This is a rare opportunity for a vital influential hands-on role with a private investment trust that has achieved incredible returns over the last 10+ years. It will offer an autonomous positive work life balance based around your needs and your lifestyle preferences.
If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume or contact Tom Brown on 03 9602 9870.
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Portfolio Manager - Local Boutique Investment Trust

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