- Take the next step in your career and join a fast-growing boutique investment manager.
- Drummond Capital Partners manages a broad range of multi-asset portfolios for financial intermediaries in the fast-growing managed account sector.
- We are seeking an experienced, Senior Asset Consultant to work with our clients in our fast growing asset consulting business.
- Melbourne based and reports to Head of Asset Consulting
Key Responsibilities
- Represent the asset consulting division of Drummond by incorporating best practice across all aspects of the client service, investment governance and portfolio construction.
- Where appropriate lead the preparation for and participation in client Investment Committees in person and interstate, managing tailored investment solutions in conjunction with client needs and Drummond investment approach
- Represent Drummond investment process in new business sales process (interstate as required by the client team)
- Attend internal investment team meetings and external fund manager meetings as required
- Prepare detailed reports and presentations for clients, outlining portfolio performance, investment rationale, and outlook
- Prepare regular video updates and host webinars for clients.
- Work closely with our client and investment teams to strengthen relationships and provide exemplary service
Key Requirements & Experience
- Industry Background: Solid senior experience in an asset consultant, fund manager or advice business.
- Domain Expertise: Deep familiarity with managed accounts, manager research and building multi-manager portfolios.
- Client First: A genuine client mindset and demonstrated commitment to improving client outcomes and experience.
Culture
- Be part of a growing and talented team who work together to achieve excellent outcomes for our clients.
- At Drummond, we are committed to embracing a diverse, inclusive and flexible work environment. We operate a relatively flat structure to encourage debate, independent thought and accountability.
This role suits a finance professional who wishes to join a growing business leveraged to the changing financial services landscape. Remuneration will be a combination of base plus bonus commensurate with relevant experience.
Please note: only short-listed candidates will be contacted for an interview