About the role

Alvia Asset Partners is looking for an Investment Specialist to join our Brisbane team. Full time, in our CBD office, reporting to our Chief Investment Officer.

This is a newly created role. You’ll be part of the investment team, doing investment manager research and due diligence with a focus on fixed income and alternatives. You’ll also be one of the people who takes those views out to clients and the market, sitting in review meetings, answering investment questions, and building relationships with prospective investors and referral partners.

It suits a mid-level investment professional who wants to stay close to the analysis while building a client-facing career.

What you’ll be doing

Investment research

- Researching, assessing and monitoring external investment managers
- Writing manager review papers and owning the manager and holdings review calendar
- Coordinating investment team inputs for our modelling
- Bringing new opportunities to the investment team with your findings and a recommendation
- Tracking fixed income and alternatives markets, and pulling together quantitative and macro data
- Supporting the CIO, Portfolio Managers and Senior Investment Strategist on broader portfolio matters
- Contributing to quarterly investment commentary, market updates and performance narrative

Clients and market

- Acting as the investment team’s first point of contact for client investment enquiries
- Building relationships with select clients and deepening their understanding of how we invest and how their portfolio is positioned
- Attending client review meetings alongside the CEO and investment team
- Preparing client investment materials, including portfolio commentary, meeting packs and follow-ups




- Representing Alvia with prospective investors, advisers and referral sources
- Delivering investment presentations to prospects and referral partners
- Attending industry events and client functions
- Translating investment team views into easy-to-understand language, across written updates and presentations

What we’re looking for

- At least 3 years in investment management, private wealth, investment advice or a related financial services role
- A relevant tertiary degree in commerce, finance, economics or similar. Progress towards or completion of the CFA program is viewed favourably
- Client-facing experience, such as an associate investment adviser or client-facing analyst at an investment or private wealth firm, is highly regarded
- Exposure to investment manager research is desirable
- Strong Microsoft Office skills, with Excel ability essential
- FactSet or a similar investment system is well regarded
- Someone who can form a view on markets and articulate it clearly, to clients and to colleagues
- A confident communicator who builds rapport naturally and can make technical concepts land with a non-specialist audience
- Commercially minded, with the initiative to find and pursue new relationships
- Exceptional attention to detail and naturally inquisitive

About Alvia

Alvia Asset Partners is an investment management business for family offices, high net-worth investors and other wholesale investors.

We invest across public and private markets with a focus on capital preservation and patiently compounded absolute returns. Client focus runs through the business and through us as individuals.

We’re a close-knit team in the Brisbane CBD. Everyone here has a voice in the investment process, and the work you do will be visible to clients and colleagues alike.

📌 Investment Specialist (Brisbane)
🏢 Alvia Asset Partners
📍 Brisbane