We are a quick-growing, founder-led boutique Investment Manager operating at the forefront of the rapidly expanding managed account space (SMAs & MDAs). We partner with leading financial advice businesses across Australia to deliver high-performing, tailored multi-asset portfolio solutions.
Due to strong, sustained growth, we are looking for an experienced Multi-Asset Investment Consultant or Portfolio Manager to join our dynamic team.
The Opportunity
This is a high-impact, hybrid role combining investment strategy with client-facing engagement. Working directly alongside our investment team, you will help build and manage our suite of managed portfolios while serving as a key investment contact for our financial adviser clients.
Day-to-day, you will undertake :
- Portfolio Management & Research: Conduct qualitative and quantitative fund research across major asset classes and contribute to asset allocation decisions.
- Client Engagement: Direct engagement with financial advisers, including representing the firm on client Investment Committees.
- Communications: Prepare high-quality portfolio reports, market commentary, and client communications.
What We’re Looking For
Requirements:
- 5+ years of experience (10+ preferred) in multi-asset investment consulting, fund research, or portfolio management.
- Deep knowledge of - and established relationships within - the Australian funds management landscape.
- Strong qualitative & quantitative fund research capabilities across major asset classes.
- Exceptional communication and presentation skills (comfortable presenting to groups, including Investment Committees).
- High energy, self-motivated, and driven by client success.
Nice-to-Haves:
- CFA Charterholder or Certified Investment Management Analyst (CIMA).
- Background in institutional investment management .
- Solid understanding of the Australian financial planning ecosystem.
Why Join Us?
- Real Growth Opportunities: As a fast-growing business, top performers will have direct exposure to senior leadership and clear career progression.
- Agile & Rewarding Environment: Experience the speed, energy, and impact of a boutique manager without the bureaucratic friction.
- Competitive Package: Attractive market-based salary + performance bonus (commensurate with experience).