Investment Consultant / Senior Investment Analyst (Melbourne)

Investment Consultant / Senior Investment Analyst (Melbourne)

09 Aug
|
Activam Group
|
Melbourne

09 Aug

Activam Group

Melbourne

About Activam Group

Activam Group is an investment management firm specialising in multi-asset portfolio management, Separately Managed Accounts (SMAs), Managed Discretionary Accounts (MDAs), tailored investment solutions and investment consulting for financial advice practices across Australia.

Our team combines deep expertise in portfolio management, asset allocation and investment manager research to deliver disciplined, outcome-focused investment solutions that help advisers achieve better client outcomes.

As we continue to grow, we're looking for an experienced Investment Consultant / Senior Investment Analyst to join our investment team.

The Opportunity

Working closely with our Investment Team, you'll play a key role in managing Activam's diversified multi-asset portfolios while contributing to the continued growth of our investment management business.

This is a broad, hands-on role spanning investment research, portfolio construction, asset allocation, managed accounts, client engagement and business development. You'll also present investment recommendations to Investment Committees, deliver market updates to advisers and support new business opportunities.

What You'll Be Doing

You'll contribute across the full investment lifecycle, including:

- Supporting diversified multi-asset portfolios , including SMAs, MDAs and tailored managed account solutions .
- Conducting investment research, manager due diligence and identifying investment opportunities across all major asset classes.
- Supporting portfolio construction, strategic and tactical asset allocation, portfolio implementation and ongoing monitoring.
- Preparing and presenting investment recommendations to the Investment Committees.
- Delivering investment presentations and market updates to advisers, clients and industry audiences.




- Building relationships with advisers, fund managers, platform providers and other industry stakeholders.
- Supporting business development through client meetings, investment proposals and due diligence.
- Contributing to thought leadership through market commentary, webinars and industry events.

About You

You'll ideally have

- A degree in Finance, Economics, Commerce or a related discipline.
- 5+ years' experience in investment management, portfolio management, investment consulting or investment research.
- Strong knowledge of multi-asset portfolio construction, asset allocation and investment manager research.
- Experience with managed accounts, diversified portfolios or investment funds.
- Excellent analytical, communication and presentation skills.
- Confidence presenting investment recommendations to committees, advisers and clients.
- Strong commercial acumen and relationship management skills.

Experience within the Australian wealth management industry will be highly regarded. Why Join Activam?

This is an opportunity to join a growing investment manager where you'll have genuine influence on investment decisions, client outcomes and the future direction of the business.

You'll gain exposure across multi-asset funds management, SMAs, MDAs, investment consulting, portfolio construction, Investment Committee participation, business development and industry engagement working alongside an experienced team in a collaborative and entrepreneurial workplace.

Apply Now

If you're passionate about markets, portfolio construction and delivering outstanding investment outcomes, we'd love to hear from you.

Please submit your CV together with a cover letter outlining your experience and why you're interested in joining Activam Group.

Applications close: 30th September 2026

📌 Investment Consultant / Senior Investment Analyst (Melbourne)
🏢 Activam Group
📍 Melbourne

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