Senior Fixed Income Strategy & Advisory Lead

National Australia Bank Ltd.; Melbourne; On-site; AUD 180,000 - 260,000; Full time

Job summary

JBWere, part of National Australia Bank, seeks an Associate Director to lead fixed income research and support portfolio construction and adviser recommendations in Melbourne. You will translate complex market insights into actionable investment views for advisers and clients.

Collaborate with the CIO Office and JBWere team to deliver high-quality research, publications, and reporting tools that enhance client outcomes and portfolio performance.

Qualifications

• Extensive fixed income research experience required.
• Experience in portfolio construction or management support.
• Strong analytical skills with performance evaluation ability.
• Ability to present complex fixed income views clearly to advisers and clients.

Responsibilities

• Support Head of Fixed Income Strategy in delivering and maintaining high-quality fixed income research and portfolio management services.
• Research issuers and tradeable fixed income securities to inform suitability across client portfolios.
• Provide investment insights and recommendations to JBWere advisers, clients and NAB-aligned advisory networks.
• Contribute to asset allocation and portfolio management decisions, including performance benchmarking.
• Maintain and enhance proprietary research publications, portfolio tools and investment reporting.

Skills

Fixed income research

Portfolio construction

Analytical capability

Investment views

Education

Business/Finance degree

Tools

Bloomberg

S&P Global

Moody's Analytics

Job description

JBWere, part of National Australia Bank, seeks an Associate Director to lead fixed income research and support portfolio construction and adviser recommendations in Melbourne. You will translate complex market insights into actionable investment views for advisers and clients.

Collaborate with the CIO Office and JBWere team to deliver high-quality research, publications, and reporting tools that enhance client outcomes and portfolio performance.