Investment Manager

VISIS Private Wealth; Brisbane; On-site; AUD 180,000 - 200,000; Full time

Job summary

VISIS Private Wealth in Brisbane, QLD, is seeking an experienced Investment/Portfolio Manager to own the investment function and drive long-term wealth creation for high-net-worth clients. You will lead portfolio construction, investment research and ongoing management across multiple advice teams, applying robust risk management, governance and market insight to deliver sustainable investment outcomes.

This role requires about 10+ years in fund management, advanced analytical skills and the

Qualifications

• Approximately 10+ years' experience within fund management or investment environment.
• Strong experience managing complex or high-value investment portfolios.
• Advanced investment research, analytical and due diligence capabilities.
• Strong understanding of investment markets, regulation and governance.
• Ability to present investment recommendations to senior stakeholders.

Responsibilities

• Own and manage VISIS Private Wealth’s investment strategy and ‘house’ portfolio.
• Lead investment research, due diligence and assessment of opportunities.
• Execute direct share portfolio trades for advice teams.
• Monitor portfolio performance, risk exposures and opportunities.
• Prepare investment recommendations and performance reporting for leadership.
• Build relationships with advice teams and contribute to portfolio construction.
• Monitor market trends and emerging risks in private wealth.
• Support governance, compliance and risk management tasks.

Skills

Investment management

Portfolio construction

Investment research

Due diligence

Risk management

Communication skills

Financial modelling

Leadership

Education

Finance degree

Economics degree

Tools

Ausiex familiarity

Job description

$180,000 – $200,000 per year + bonus + super

VISIS Private Wealth has a proud 25‑year history of providing tailored, holistic financial advice to high‑net‑worth clients. The business is highly regarded for the quality of its advice, depth of experience, and long‑standing commitment to client outcomes.

We are seeking an experienced Investment/Portfolio Manager to work closely with advice teams (led by Senior Private Client Advisers) to own the investment/portfolio management function, ensuring client portfolios are managed in a way that drives sustainable, long-term wealth creation.

Supporting multiple advice teams, you'll play a key role in portfolio construction, investment research, and the ongoing management of client investment portfolios. You'll apply your commercial judgement, investment expertise and market insight to identify opportunities, manage risk and support investment decisions that are in the best financial interests of our clients.

Key Responsibilities

Own and manage VISIS Private Wealth’s investment strategy and ‘house’ portfolio

Lead investment research, due diligence, analysis and assessment of investment opportunities

Execute direct share portfolio trades on behalf of advice teams

Monitor portfolio performance, investment outcomes, risk exposures and emerging opportunities

Prepare and deliver investment recommendations, insights and performance reporting to the Managing Partner and Senior Private Client Advisor’s

Build and maintain strong relationships with advice teams

Contribute to portfolio construction, optimisation and risk-reward analysis

Monitor market trends, industry developments and emerging risks across the private wealth landscape

Support governance, compliance and risk management obligations while contributing to strategic initiatives and continuous improvement activities

What We're Looking For

Relevant tertiary qualifications in finance, investments, commerce, economics or a related discipline

Approximately 10+ years' experience within fund management or a closely related investment environment

Strong experience managing complex or high-value investment portfolios

Advanced investment research, analytical and due diligence capabilities

Strong understanding of investment markets, regulation, governance and industry trends

Demonstrated experience assessing investment risk and return across private market opportunities

Highly developed written and verbal communication skills, including experience presenting investment recommendations

Knowledge of financial modelling, valuation methodologies and portfolio construction principles

Collaborative approach and ability to contribute positively within a high-performing team

Experience with Ausiex desirable

VISIS Private Wealth is a leading wealth management firm in Brisbane, Queensland, providing comprehensive financial planning, investment, and advisory services to our diverse client base. With a strong focus on client service and a commitment to ethical business practices, we have built a reputation for delivering exceptional outcomes for our clients.

VISIS Private Wealth is a leading wealth management firm in Brisbane, Queensland, providing comprehensive financial planning, investment, and advisory services to our diverse client base. With a strong focus on client service and a commitment to ethical business practices, we have built a reputation for delivering exceptional outcomes for our clients.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• How many years' experience do you have as an Investment Manager?

What can I earn as an Investment Manager