Associate Director, Fixed Income

NAB; Melbourne; Presencial; AUD 150 000 - 210 000; Tempo integral

Resumo da oferta

JBWere’s CIO Office in Australia seeks an Associate Director to advance fixed income research and support portfolio construction for advisers and clients. You will bring deep knowledge of fixed income markets and contribute to portfolio decisions with rigorous analysis.

You will translate complex fixed income insights into clear investment views for advisers, clients and NAB-aligned networks, reinforcing our client-centric approach and collaborative culture.

Qualificações

• Deep knowledge of public fixed income markets and extensive fixed income research experience.
• Experience with fixed income product selection and portfolio management support.
• Strong research and analytical skills with proficiency in Bloomberg, S&P and Moody’s.
• Ability to translate fixed income analysis into clear investment views for advisers and clients.
• Degree in commerce/economics/business/finance; CFA/FINSIA/MBA or similar encouraged.

Responsabilidades

• Support Head of Fixed Income Strategy in delivering high-quality research and portfolio management services.
• Research issuers and tradable fixed income securities to inform client portfolios.
• Provide investment insights and recommendations to JBWere advisers, clients and NAB networks.
• Contribute to asset allocation and portfolio management decisions, including performance benchmarking.
• Maintain and enhance proprietary research publications, portfolio tools and reporting.

Conhecimentos

Fixed income research

Portfolio construction

Investment insights

Adviser liaison

Formação académica

commerce/economics/business/finance degree

CFA/FINSIA/MBA or similar postgraduate study

Ferramentas

Bloomberg

S&P

Moody's

Descrição da oferta de emprego

Join JBWere’s CIO Office as a senior member of its Fixed Income team

Influence investment research, portfolio construction and adviser recommendations

Bring high-quality fixed income insights directly to advisers, clients and key market stakeholders

Our people are client obsessed. They work in close partnership to prioritise client needs and deliver exceptional outcomes. This collaborative mindset enables innovation and builds enduring client relationships supporting National Australia Bank’s ambition to be the most customer‑centric company in Australia and New Zealand.

In the role of Associate Director, you will work closely withour JBWere team, contributing to key business priorities and continuously improving how we serve our customers.

You’ll make an impact each day by:

• Supporting the Head of Fixed Income Strategy in delivering and maintaining high-quality fixed income research and portfolio management services
• Researching issuers and tradeable fixed income securities to inform their suitability across client, discretionary and illustrative portfolios
• Providing investment insights and recommendations to JBWere advisers, clients and NAB-aligned advisory networks
• Contributing to asset allocation and portfolio management decisions, including portfolio performance against relevant benchmarks and peers
• Maintaining and enhancing proprietary research publications, portfolio management tools, pricing tools and investment reporting

You’ll bring to this role:

• Deep knowledge of public fixed income markets, supported by extensive experience in fixed income research and analysis
• Demonstrated experience in fixed income product selection, portfolio construction and/or portfolio management support
• Strong research, analytical and performance evaluation capability, with proficiency using Bloomberg and S&P and Moody’s research
• The ability to translate complex fixed income analysis into clear, credible investment views for advisers, clients and senior stakeholders
• A relevant degree in commerce, economics, business or finance, with CFA, FINSIA, MBA or similar postgraduate study viewed favourably

We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups we continue to foster an inclusive environment, where all JBWere colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.