Equities Client Insights & Presentation Specialist

Profusion; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Profusion in Sydney is seeking an Associate Investment Specialist to join its Equities team. You will support the Client Portfolio Management group with portfolio analysis, market research, and the preparation of tailored materials for institutional and wholesale clients.

The role emphasizes collaboration with portfolio managers and client-facing teams to explain investment outcomes and deliver concise insights through presentations and white papers.

Qualifications

• 3+ years' experience in Equity Research, Portfolio Management, Investment Specialist or a client-facing investment role.
• Familiarity with SQL and Python to analyse large data sets and report insights concisely.
• Strong interpersonal, written communication and presentation skills.
• Collaborative, team-oriented approach with a genuine passion for markets and investing.

Responsibilities

• Prepare client presentation materials, white papers, and investment commentaries that clearly explain the investment approach and outcomes.
• Produce risk analysis and performance attribution to support client and internal conversations.
• Respond to RFPs and due diligence questionnaires with accurate, high-quality content.
• Conduct market research and competitor analysis to showcase insights to clients.
• Streamline and improve the delivery of projects across the Client Portfolio Management team, working closely with portfolio managers and client-facing teams.

Skills

Equity research

Portfolio management

Data analysis

Presentation skills

Interpersonal skills

Client-facing

Market research

Tools

SQL

Python

Job description

Profusion in Sydney is seeking an Associate Investment Specialist to join its Equities team. You will support the Client Portfolio Management group with portfolio analysis, market research, and the preparation of tailored materials for institutional and wholesale clients.

The role emphasizes collaboration with portfolio managers and client-facing teams to explain investment outcomes and deliver concise insights through presentations and white papers.