The Company To meet the requirements of our rapidly growing Financial Services business, we are on the lookout for exceptional staff to join our high performing team.
Based out of our beautiful waterfront office in Newcastle, we have a rare prospect for a Portfolio Manager / Equities Analyst to join our team.
The Role In this role you will identify and conduct detailed due diligence on listed equity investments and strategies which have the potential to improve the likelihood of our Funds meeting their investment objective. As a Portfolio Manager / Equities Analyst you will lead the on-going monitoring and management of current Australian and global listed equity investments and will be accountable for the analysis and delivery of reporting relating to each portfolio, exposures, performance and risk and deliver timely reports to key stakeholders.
Skills required
Minimum 5 years' experience in portfolio management, research or analytical role in funds management, asset consulting or related discipline
Tertiary degree in finance or related discipline. CFA is highly desirable
Exceptional numeracy and analytical skills with the ability to make tough decisions backed by research
Broad knowledge of the listed equity funds management landscape and the approach institutional investors take to building an effective portfolio of exposures to equity investments
Self-starter who can organise and manage projects autonomously and also work effectively as part of a team
Cutting-edge problem solving and decision-making with a focus on service delivery excellence and achievement of business objectives
You will be rewarded
Market-competitive salary
Opportunity to be a part of a well-established and growing business
Beautiful Newcastle waterfront location with onsite parking
Supportive high-performance culture
Applicants must have the right to work in Australia and will be subject to police and bankruptcy checks. Only short-listed candidates will be contacted.