Investment Specialist: Client Advisory & Portfolio Insights

Perpetual Limited

Sydney

Hybrid

AUD 150,000 - 190,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Up to 6 weeks leave

Hybrid work environment

Work from anywhere in Australia up to

One month

Job summary

Perpetual Wealth Management is seeking a strategic Investment Advisor to translate investment philosophy, processes and insights into clear advice for advisers and clients. You will work with advisers, investment teams and stakeholders to support priority client segments and contribute investment expertise to client acquisition, retention and review activities.

This role is available due to internal movement within the Investment team.

Qualifications

Undergraduate degree in commerce, economics, business or finance, with progression towards CFA or MBA.
RG146 accreditation and 7+ years in investment-related roles.
Sales or client experience, preferably within an advice context, with strong understanding of portfolio theory, investment markets and financial instruments.
Excellent written and verbal communication skills, with strong presentation capabilities to investment committees.
Strong numerical, modelling and analytical capabilities with attention to detail and the ability to work independently.
Ability to synthesise complex information and communicate technical concepts to varied audiences.

Responsibilities

Provide guidance to advisers on portfolio construction, investment-manager structures, manager selection, evaluation and performance discussions.
Lead or contribute to investment-related client work, including research insights, analysis, asset-allocation recommendations, manager recommendations and presentation materials.
Deliver training, briefings and coaching to advisers on investment philosophy, market views, portfolio construction, risk settings, implementation and client communication.
Develop high-quality investment research, client communications, sales collateral and commentary on key market events.
Present investment recommendations, market insights, portfolio performance and outlooks to advisers, clients, boards and investment committees.
Where required, manage relationships with external research houses to establish and maintain third-party ratings for relevant internally managed investment strategies.