Investment Officer

Prime Financial Group; City of Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership

Flexible work arrangements

Modern CBD office

Competitive salary

Job summary

Prime Financial Group is seeking an Investment Officer to join our growing Wealth Management team in Melbourne. You will work closely with portfolio managers, advisers and brokers to support discretionary portfolios, execute investment strategies and deliver strong client outcomes.

You'll gain hands-on exposure to direct equities, managed funds, corporate actions, portfolio construction and investment reporting within a dynamic and collaborative environment.

Qualifications

• Bachelor's degree in finance or related field. Postgraduate qualifications add value.
• Experience in wealth management or investment operations is preferred.
• Strong understanding of financial markets and investment products.
• Excellent communication and stakeholder management skills.

Responsibilities

• Execute trades across Direct Equity and SMA portfolios.
• Support portfolio implementation, rebalancing and portfolio management activities.
• Assist with investment research and due diligence across funds and equities.
• Monitor market developments and provide timely investment insights to advisers and portfolio managers.
• Manage corporate actions through investment platforms (e.g., Macquarie Wrap).
• Assist with IPOs, capital raisings, bookbuilds and related opportunities.
• Prepare market commentary, investment outlooks and client-facing updates.
• Complete month-end investment reporting and reconciliations.

Skills

Wealth management

Investment operations

Portfolio administration

Funds management

Stockbroking

Financial markets

Education

Bachelor's degree in Finance

Postgraduate qualifications desirable

Tools

Macquarie Wrap

Portfolio Cloud

Morningstar

Bloomberg

Job description

We are seeking an Investment Officer to join our growing Wealth Management team.

This is an exciting opportunity for an investment professional looking to build their career within a dynamic and collaborative environment, gaining hands-on exposure to portfolio management, investment research, trading and capital markets activities.

Working closely with portfolio managers, advisers, fund managers and brokers, you will play a key role in supporting discretionary portfolios, executing investment strategies and delivering exceptional outcomes for clients. You'll gain exposure across direct equities, managed funds, corporate actions, portfolio construction, capital raisings and investment reporting while contributing to the ongoing success of our Wealth Management business.

Join Our Growing Wealth Management Team

We are seeking an Investment Officer to join our growing Wealth Management team.

This is an exciting opportunity for an investment professional looking to build their career within a dynamic and collaborative environment, gaining hands-on exposure to portfolio management, investment research, trading and capital markets activities.

Working closely with portfolio managers, advisers, fund managers and brokers, you will play a key role in supporting discretionary portfolios, executing investment strategies and delivering exceptional outcomes for clients. You'll gain exposure across direct equities, managed funds, corporate actions, portfolio construction, capital raisings and investment reporting while contributing to the ongoing success of our Wealth Management business.

Key Responsibilities

• Execute trades across Direct Equity and SMA portfolios.
• Support portfolio implementation, rebalancing and portfolio management activities.
• Assist with investment research and due diligence across managed funds, direct equities and alternative investments.
• Monitor market developments and provide timely investment insights to advisers and portfolio managers.
• Manage and process corporate actions through investment platforms, including Macquarie Wrap.
• Assist with IPOs, capital raisings, bookbuilds and wholesale property investment opportunities.
• Maintain portfolio models, investment data and reporting within Portfolio Cloud and related systems.
• Prepare market commentary, investment outlooks, portfolio reports and client-facing investment updates.
• Support Investment Committee meetings through the preparation of agendas, research papers and meeting minutes.
• Complete month-end investment reporting, reconciliation and operational activities.
• Respond to adviser queries and provide timely investment-related support.
• Maintain investment records, portfolio documentation and SharePoint resources.
• Support investment manager reviews and ongoing portfolio monitoring.

About You

You are analytical, commercially minded and passionate about financial markets. You enjoy working in a collaborative environment and take pride in delivering accurate, high-quality work.

You bring a strong attention to detail, a proactive approach and a genuine desire to learn from experienced investment professionals while contributing to positive client outcomes.

Skills & Experience

• 2-5 years' experience in wealth management, investment operations, portfolio administration, funds management, stockbroking or a related financial services environment.
• Strong understanding of financial markets and investment products.
• Experience supporting portfolio management, trading, investment operations or administration activities.
• Experience preparing investment reporting, commentary, research materials or investment presentations.
• Strong analytical and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Strong stakeholder management and client service skills.
• Exceptional organisational skills with the ability to manage competing priorities.
• High attention to detail and commitment to accuracy.

Desirable

• Experience with Macquarie Wrap or similar investment platforms.
• Exposure to Portfolio Cloud or comparable portfolio management systems.
• Experience using Morningstar, Bloomberg or other investment research platforms.
• Experience processing corporate actions.
• Understanding of IPOs, bookbuilds and capital markets transactions.
• Familiarity with Approved Product Lists (APL) and investment governance processes.
• Progress towards CFA, CFP or other relevant industry qualifications.
• RG146 qualification or willingness to obtain.

Qualifications

• Bachelor's degree in Finance, Economics, Commerce, Business or a related discipline.
• Relevant postgraduate or industry qualifications will be highly regarded.

Why Join Prime?

At Prime, you'll be joining a business that's growing, evolving and investing in its people.

This role offers the opportunity to work across equities, managed funds, alternatives and capital markets transactions while partnering directly with experienced portfolio managers and investment professionals. You'll gain broad exposure to investment decision-making, portfolio construction and wealth management in a collaborative and supportive environment.

Most importantly, you'll join a team of great people who are driven, collaborative, approachable and passionate about helping clients and each other succeed.

• 45% employee ownership, creating a genuine ownership mindset.
• Exposure to a broad and diverse client base across multiple industries.
• Opportunities to collaborate with specialists across Wealth, SMSF, Capital, Asset Management and Consulting.
• Genuine career development and progression opportunities.
• Flexible work arrangements.
• A supportive, down-to-earth and collaborative culture.
• Modern CBD office with end-of-trip facilities.
• Competitive salary package within an ASX-listed organisation.