An established investment organisation is seeking an experienced Senior Investment Manager - Listed Funds to join its investment team and play a key role in the management and oversight of its listed markets portfolio.

This role is within the Financial Services industry and is based in Melbourne.

Description

- Lead the development and implementation of investment strategies across listed markets, including Australian and global equities and other relevant public market exposures.
- Contribute to strategic and dynamic asset allocation decisions across the broader portfolio.
- Develop portfolio construction recommendations considering expected returns, risk, liquidity, diversification and investment objectives.
- Identify opportunities to enhance portfolio returns and improve risk-adjusted outcomes.
- Undertake detailed market, sector, manager and portfolio analysis to support investment decisions.
- Monitor macroeconomic, market and industry developments and assess their implications for the portfolio.

External Manager Selection & Oversight

- Lead the identification, research and due diligence of external investment managers.
- Assess investment philosophy, process, portfolio construction, organisational capability, performance, risk management and operational infrastructure.
- Make recommendations regarding manager appointments, terminations and changes to portfolio allocations.
- Maintain senior relationships with existing and prospective fund managers.
- Conduct regular manager reviews and challenge managers on performance, positioning, risk and investment decisions.




- Negotiate and review investment mandates and commercial arrangements in conjunction with relevant internal stakeholders.
- Monitor portfolio positioning, exposures, liquidity, risk and performance against investment objectives and benchmarks.
- Analyse investment performance and attribution at portfolio, strategy and manager level.
- Identify emerging portfolio risks and recommend appropriate actions.
- Evaluate new investment strategies, products and structures across listed markets.
- Work closely with investment operations, risk, finance and governance teams to ensure effective implementation and oversight of investment decisions.

Investment Committee & Stakeholder Management

- Prepare high-quality investment papers, recommendations and presentations for senior leadership and Investment Committee consideration.
- Present investment recommendations and portfolio updates to Investment Committees, Boards and other senior stakeholders.
- Provide clear and commercially focused analysis of complex investment matters.
- Build strong relationships with investment managers, consultants, advisers, custodians and other external partners.
- Represent the organisation across the broader institutional investment community.

Profile





The successful candidate will bring significant experience within institutional investment management, funds management, superannuation, asset consulting, sovereign wealth, insurance or a comparable investment environment.

You will ideally have:

- Approximately 10+ years of investment experience, with substantial exposure to listed/public markets.
- Strong experience across Australian and/or global equities, with broader multi-asset or listed markets exposure highly regarded.
- Demonstrated experience in external manager research, selection and monitoring.
- Strong knowledge of portfolio construction, asset allocation, investment risk and performance analysis.
- Experience undertaking investment due diligence and presenting investment recommendations.
- A solid understanding of institutional investment portfolios and governance frameworks.
- Demonstrated ability to engage confidently with fund managers, Investment Committees, Boards and senior executives.
- Strong quantitative, analytical and commercial capabilities.
- Excellent written communication skills with experience preparing investment papers and recommendations.
- Relevant tertiary qualifications in finance, economics, commerce, mathematics or a related discipline.
- CFA, CA, CPA, Masters of Applied Finance or other relevant postgraduate qualifications will be highly regarded.

Job Offer

- Permanent position based in Melbourne.
- Opportunities to influence and manage significant investment portfolios.

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📌 Senior Investment Manager - Listed Funds (Melbourne)
🏢 Michael Page
📍 Melbourne