Investment Officer

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

Benefits offered by this job

Employee ownership

Broad exposure

Career development

Collaborative culture

Modern CBD office

Competitive salary

Job summary

Prime Financial invites applications for an Investment Officer to join our Wealth Management team in Melbourne. You will work with portfolio managers, advisers and brokers to support discretionary portfolios, execute investment strategies and deliver client outcomes.

Gain exposure to direct equities, funds, corporate actions, capital markets and reporting while collaborating across Wealth, SMSF, Capital, Asset Management and Consulting teams. Progress toward CFA/ CFP and RG146 is encouraged.

Qualifications

• 2-5 years' experience in wealth management or related financial services.
• Strong understanding of financial markets and investment products.
• Experience supporting portfolio management, trading or investment operations.
• Experience preparing investment reporting, commentary or presentations.
• Strong analytical and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Strong stakeholder management and client service skills.
• Excellent attention to detail and ability to manage competing priorities.
• Experience with Macquarie Wrap or similar platforms.
• Exposure to Portfolio Cloud or comparable systems.
• Experience using Morningstar, Bloomberg or other research platforms.
• Familiarity with IPOs, capital raisings and bookbuilds.
• Progress towards CFA, CFP or other industry qualifications.
• RG146 qualification or willingness to obtain.

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, direct equities and alternatives.
• Monitor market developments and provide timely investment insights to advisers and portfolio managers.
• Manage corporate actions through investment platforms, including Macquarie Wrap.
• Assist with IPOs, capital raisings, bookbuilds and wholesale property opportunities.
• Maintain portfolio models, data and reporting within Portfolio Cloud and related systems.
• Prepare market commentary, investment outlooks, portfolio reports and client updates.
• Support Investment Committee meetings with agendas, papers and minutes.
• Complete month-end investment reporting, reconciliation and operational activities.
• Respond to adviser queries and provide timely investment-related support.

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.

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.
• 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.
• 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.

• Approximately 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.
• A supportive, down-to-earth and collaborative culture.
• Modern CBD office with end-of-trip facilities.
• Competitive salary package within an ASX-listed organisation.

Note: If you are interested in building a long-term career in investments and wealth management, we'd love to hear from you.

About Prime Financial

Prime is a market-leading advice, capital and asset management group with approximately 200 team members around the globe. We are driven by innovation and an entrepreneurial spirit to deliver sustainable, long-term value to our clients, partners, employees, and the communities in which we operate.

We are committed corporate citizens.

At Prime we work with our people, partners, clients and the communities in which we operate to form meaningful partnerships to create impact.

By forming impactful partnerships and challenging traditional models, we provide game changing financial services to empower our clients.