A unique opportunity exists for an analytical Portfolio Manager to join a well-established private family office representing an ultra-high-net-worth family with a long-standing commitment to both wealth preservation and philanthropy.

A globally diversified investment portfolio spanning all major asset classes; fixed income, public and private equities, property, private credit, infrastructure, venture capital and natural resources investments, accessed through a combination of direct investments and leading external managers.

With a long-term investment horizon and a focus on absolute risk-adjusted returns, the family office seeks to preserve and grow capital across generations while creating lasting impact through its philanthropic activities.

Headline Responsibilities

Investment Portfolio Management, Investment Reporting, and Philanthropic Activities.

The successful candidate will be an intellectually curious and commercially minded investment qualified who combines strong technical capability with sound judgement, discretion and a genuine passion for investing.

Experience & Qualifications





- 6–10 years' experience in investment management, funds management, family office, superannuation, private wealth or institutional investment environments.
- Demonstrated experience overseeing diversified multi-asset portfolios across public and private markets.
- Strong understanding of portfolio construction, asset allocation and risk management.
- Experience conducting manager due diligence and assessing investment opportunities.
- Advanced financial modelling, analytical and reporting skills.
- Bachelor's degree in Finance & Accounting.
- CFA or CAIA qualifications highly regarded.
- High integrity, professionalism and discretion.
- Strong communication and stakeholder management skills.
- Collaborative, self-motivated and comfortable operating in a lean environment.
- Naturally curious with a passion for markets, investing and continuous learning.

Applicants must have full working rights in place for Australia to be considered for this opportunity.

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📌 Portfolio Manager (City of Sydney)
🏢 JMES (Jon Michel Executive Search)
📍 City of Sydney