Head of Portfolio Solutions

FE fundinfo; Melbourne; On-site; AUD 140,000 - 180,000; Full time

Benefits offered by this job

Eligibility for discretionary bonus

4 days of study leave per annum

$4,000 p.a. study allowance for approved courses

Range of wellbeing offerings

Flexible work options under Versatile Work Practices

Job summary

A leading investment research business in Melbourne is seeking a Head of Portfolio Solutions to lead strategic initiatives in portfolio management and client engagement. This high-impact leadership role includes mentoring a team, collaborating across departments, and driving innovation in investment strategies. The ideal candidate will have over 10 years of experience in investment research or funds management, showcasing strong skills in portfolio construction and stakeholder management. Join a dynamic team that values leadership and innovation, and contribute to the firm's strategic direction in a flexible and supportive environment.

Qualifications

• 10+ years of experience in investment research, funds management, or a related financial services environment.
• Strong background in portfolio construction, fund selection, and performance analysis.
• Excellent leadership and stakeholder engagement skills.

Responsibilities

• Drive client portfolio construction and fund selection in collaboration with teams.
• Oversee the delivery of timely and accurate reporting.
• Manage client relationships and represent the company in meetings.
• Drive strategic initiatives and operational improvements.
• Mentor team members and develop new client reporting capabilities.
• Monitor portfolio performance and risk, ensuring regulatory alignment.

Skills

Leadership

Stakeholder engagement

Portfolio construction

Funds management

Performance analysis

Microsoft Office proficiency

Bloomberg

MSCI Barra

Education

Finance-related degree

Postgraduate qualification

Job description

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Lead the evolution of portfolio strategy and client outcomes in a high-impact leadership role at the forefront of investment innovation.

At Zenith Investment Partners, we're offering an exceptional opportunity for a Head of Portfolio Solutions to join our dynamic and high-performing team. This is a highly visible leadership role where you'll shape strategic investment outcomes, collaborate across functions, and engage directly with clients and stakeholders. You'll be empowered to drive innovation in portfolio construction, reporting, and client engagement, while mentoring a talented team and contributing to the broader strategic direction of the business.

Your key responsibilities as a Head of Portfolio Solutions will include:

• Driving client portfolio construction and fund selection in collaboration with the Portfolio Solutions and Asset Allocation teams.
• Overseeing the delivery of timely, accurate reporting, including market updates, performance attribution, and client reporting.
• Managing client relationships, addressing portfolio queries, and representing Zenith in Investment Committee meetings.
• Driving strategic initiatives and operational improvements, including system enhancements and cross-functional collaboration.
• Mentoring team members and developing new client reporting capabilities to support evolving business needs.
• Monitoring portfolio performance and risk, ensuring alignment with benchmarks and regulatory requirements.
  
  
  

You will need the following experience and skills to join us as a Head of Portfolio Solutions:

• You must have at least 10 years of experience in investment research, funds management, or a related financial services environment.
• You will have a strong background in portfolio construction, fund selection, and performance analysis.
• You should possess excellent leadership and stakeholder engagement skills, with the ability to influence at all levels.
• You must be highly proficient in Microsoft Office tools, with experience using Bloomberg and MSCI Barra considered advantageous.
• You will hold a finance-related degree and ideally a postgraduate qualification, reflecting your deep technical and strategic expertise.
  
  
  

Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients!

We foster a culture that values leadership, innovation, and collaboration. Our team thrives in a flexible and inclusive environment that supports professional growth, cross-functional teamwork, and continuous improvement. Whether you're leading strategic initiatives or mentoring future leaders, you'll be part of a business that values your impact and supports your development.

Benefits

• The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
• A pleasant, ambitious and professional working climate with good opportunities for further development
• A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global investment industry
• Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
• Eligibility of discretionary bonus
• 4 days study leave per annum
• $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
• A range of wellbeing offerings and discounts on everyday spending
• Flexible work options under our Versatile Work Practices
  
  
  

Apply now and we'll aim to get back to you with feedback within 5 working days.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

Referrals increase your chances of interviewing at FE fundinfo by 2x

Get notified about new Head of Solutions jobs in Melbourne, Victoria, Australia.

Melbourne, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 1 week ago

Richmond, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 21 hours ago

Melbourne, Victoria, Australia 1 week ago

Chadstone, Victoria, Australia 6 hours ago

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 21 hours ago

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 4 months ago

Melbourne, Victoria, Australia 6 days ago

Melbourne, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 3 weeks ago

Southbank, Victoria, Australia 1 week ago

Director - Product Management, Private Dining

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 2 weeks ago

Collingwood, Victoria, Australia 6 days ago

Docklands, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 12 hours ago

Melbourne, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 21 hours ago

Melbourne, Victoria, Australia 6 days ago

Director of AI Product Management, Trilogy (Remote) - $200,000/year USD

Melbourne, Victoria, Australia $100.00-$100.00 6 days ago

Collingwood, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 8 hours ago

Docklands, Victoria, Australia 3 weeks ago

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 1 week ago

Southbank, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 8 hours ago

Melbourne, Victoria, Australia 4 days ago

Melbourne, Victoria, Australia 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.