About
• Take the next step in your career and join a rapid-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 quick 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: Strong 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