Our client is a successful, established fund manager with a growing team, and a truly unique market offering with a combination of direct funds and investment solutions created by global affiliate managers. The fund has a culture where you can really get things done and there's a highly entrepreneurial spirit. This role has come about due to growth and a need to provide supplementary value to clients and future clients. It's a diverse and broad role where you will work with all areas of the business.
Responsibilities:
- Represent the fund at conferences, in the media and act as a talking head for the internally managed portfolios and act as an investment specialist for their affiliate funds
- Attend client meetings and roadshows with the distribution team to assist in presenting the products
- Attend with other Portfolio Managers client review calls and meetings
- Under the guidance of the Head of Manager Research, complete new manager onboarding, due diligence, and ongoing DD
- Act as a member of the Investment committee and asset allocation committee
- When requested prepare materials for the investment committee
- Prepare written content as and when requested by the distribution team
- Assist with product design (investment, compliance and operational set up) for new products that the fund might launch
- Participate and complete materials requested by clients for DD
- Participate and prepare materials for Research Ratings and Asset consultant reviews
- Travel to client meeting as and when requested
Experience & Personality Required:
- 6+ years’ experience from the investments space
- Ideally you will come from a background of asset consulting or be an investment specialist within a fund
- Experience in presenting and a very high level of written and verbal communication
- Ideally an outgoing personality, comfortable engaging with clients and internal stakeholders
The successful candidate will be an individual who can combine the analytical and the interpersonal, and be comfortable doing both. The internal team is vibrant and engaging and you will work in an environment where ideas are welcomed and shared. It's an in-office culture and the company takes pride in the fact that the team enjoy working with each other.
This is a highly successful and motivated business and they have further growth plans. It will be an exciting role and will need someone who handle the challenge of working in a newly created role.
If this is a role that appeals to you, please reach out to John Molony at john@bkcon.com.au.
