Senior Asset Strategy Consultant (Investment Advisory)

Aequitas Investment Partners; Sydney; On-site; AUD 180,000 - 280,000; Full time

Benefits offered by this job

Competitive remuneration

Flexible working

Professional development

Job summary

Aequitas Investment Partners invites a seasoned Principal Asset Consultant to join its investment advisory team in Sydney. You will deliver investment strategy, portfolio oversight, and asset allocation advice for dealer groups and financial planning firms, influencing outcomes at executive levels and shaping firm-wide intellectual capital.

The role suits a senior professional with a strong asset management background, exceptional stakeholder skills, and a commitment to evidence-based,

Qualifications

• 8+ years in investment consulting, institutional advisory, or asset management.
• Strong knowledge of portfolio theory, policy design, capital markets, and governance.
• Proven track record managing senior client relationships and presenting to boards or committees.
• CFA designation or postgraduate qualification in Finance, Economics, or related field desirable.

Responsibilities

• Lead asset advisory relationships with dealer groups and financial planning firms.
• Provide expert advice on strategic asset allocation, governance frameworks, and risk budgeting.
• Represent the firm in investment committee meetings and board presentations with clear recommendations.
• Attract new clients to the firm while retaining existing clients.
• Contribute to house investment views, market commentary, and analytical tools.

Skills

Stakeholder management

Board presentations

Communication

Analytical thinking

Client relationship management

Education

CFA designation or postgraduate qualification in Finance/Economics

Job description

Aequitas Investment Partners invites a seasoned Principal Asset Consultant to join its investment advisory team in Sydney. You will deliver investment strategy, portfolio oversight, and asset allocation advice for dealer groups and financial planning firms, influencing outcomes at executive levels and shaping firm-wide intellectual capital.

The role suits a senior professional with a strong asset management background, exceptional stakeholder skills, and a commitment to evidence-based,