Profusion has partnered with a leading Global Investment Manager looking to add an Associate Investment Specialist to its Equities team in Sydney. This role forms an important part of the Client Portfolio Management team, involving portfolio analysis, the development of pitch decks and presentation materials, and market research to showcase insights and explain investment outcomes to internal stakeholders and external clients. The successful candidate will work closely with institutional and wholesale clients, supporting them with tailored materials, analysis and insights.
Key Responsibilities
- Prepare and enhance client presentation materials, white papers, and investment commentaries that clearly explain the investment approach and outcomes
- Produce risk analysis and performance attribution to support client and internal conversations
- Respond to RFPs and due diligence questionnaires with accurate, high-quality content
- Conduct market research and competitor analysis to showcase innovation and insights to clients
- Streamline and improve the delivery of projects across the Client Portfolio Management team, working closely with portfolio managers and client-facing teams
Requirements
- 3+ years' experience in Equity Research, Portfolio Management, Investment Specialist or a client-facing investment role
- Familiarity with SQL and Python, with the ability to analyse large data sets and report insights concisely
- Robust interpersonal, written communication and presentation skills
- Collaborative, team-oriented approach with a genuine passion for markets and investing