Job Type: Full-time
Take the next step in your career and join a quick-growing boutique investment manager.
Drummond Capital Partners manages a broad range of multi-asset portfolios for financial intermediaries in the rapid-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 qualified 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