Associate Director, Fixed Income

National Australia Bank; Sydney, Melbourne; Presencial; AUD 140 000 - 180 000; Tempo integral

Resumo da oferta

National Australia Bank in Sydney seeks an Associate Director to lead fixed income research and contribute to portfolio construction and adviser recommendations. You will translate fixed income insights into clear investment views for advisers, clients and market stakeholders, while maintaining high-quality research publications and tools.

The role demands deep knowledge of public fixed income markets, proven research and analytical skills, and experience with Bloomberg, S&P and Moody’s.

Qualificações

• Degree in commerce, economics, business or finance required.
• Postgraduate qualifications (CFA/MBA) viewed favourably.
• Extensive fixed income research experience and portfolio insight.

Responsabilidades

• Support Head of Fixed Income Strategy in delivering high-quality research and portfolio management.
• Research issuers and tradable fixed income securities for client portfolios.
• Provide investment insights and recommendations to advisers and clients.
• Contribute to asset allocation and performance evaluation against benchmarks.
• Maintain and enhance research publications, tools and investment reporting.

Conhecimentos

Fixed income research

Portfolio construction

Portfolio management

Analytical skills

Financial market analysis

Formação académica

Commerce/Economics/Business/Finance degree

CFA/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

A diverse and inclusive workplace works better for everyone

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.