VISIS Private Wealth has a proud 25‑year history of providing tailored, holistic financial advice to high‑net‑worth clients. The business is highly regarded for the quality of its advice, depth of experience, and long‑standing commitment to client outcomes.

We are seeking an experienced Investment/Portfolio Manager to work closely with advice teams (led by Senior Private Client Advisers) to own the investment/portfolio management function, ensuring client portfolios are managed in a way that drives sustainable, long-term wealth creation.

Supporting multiple advice teams, you'll play a key role in portfolio construction, investment research, and the ongoing management of client investment portfolios. You'll apply your commercial judgement, investment expertise and market insight to identify opportunities, manage risk and support investment decisions that are in the best financial interests of our clients.

Key Responsibilities

- Own and manage VISIS Private Wealth’s investment strategy and ‘house’ portfolio
- Lead investment research, due diligence, analysis and assessment of investment opportunities
- Execute direct share portfolio trades on behalf of advice teams
- Monitor portfolio performance, investment outcomes, risk exposures and emerging opportunities
- Prepare and deliver investment recommendations,



insights and performance reporting to the Managing Partner and Senior Private Client Advisor’s
- Build and maintain strong relationships with advice teams
- Contribute to portfolio construction, optimisation and risk-reward analysis
- Monitor market trends, industry developments and emerging risks across the private wealth landscape
- Support governance, compliance and risk management obligations while contributing to strategic initiatives and continuous improvement activities

What We're Looking For
- Relevant tertiary qualifications in finance, investments, commerce, economics or a related discipline
- Approximately 10+ years' experience within fund management or a closely related investment environment
- Solid experience managing complex or high-value investment portfolios
- Advanced investment research, analytical and due diligence capabilities
- Strong understanding of investment markets, regulation, governance and industry trends
- Demonstrated experience assessing investment risk and return across private market opportunities
- Highly developed written and verbal communication skills, including experience presenting investment recommendations
- Knowledge of financial modelling, valuation methodologies and portfolio construction principles
- Collaborative approach and ability to contribute positively within a high-performing team
- Experience with Ausiex desirable

📌 Investment Manager (Brisbane)
🏢 VISIS Private Wealth
📍 Brisbane