Company Description Evergreen Consultants is one of Australia’s leading investment consulting firms, Based in Sydney, Evergreen is known for strong client relationships and its deep expertise in manager research and selection, asset allocation, portfolio construction, and responsible investment. We're currently working with a range of fund managers in a number of capacities. We are assisting managers with building internal processes, ensuring reporting and information dissemination is of a best-practice standard and a number of other complex and interesting briefs. Role Description The Investment Consultant – Casual will support the delivery of services to our current clients. This casual role is based in Sydney, NSW and will include combining time in our clients' offices, our office with the option to work from home as possible. The role is varied and requirements will depend on the client brief. Qualifications




• Strong knowledge of investments and investment strategies, including manager selection, portfolio construction and asset allocation.
• Solid knowledge of the Australian funds management and wealth industries.
• At least 5 years relevant experience.
• High-quality customer service skills, with the ability to build trusted relationships and communicate complex concepts clearly.
• Relevant tertiary qualifications in finance, economics, commerce, or a related discipline.
• Advanced proficiency in Excel and other analytical tools.
• Strong analytical, problem-solving, and written communication skills, with attention to detail and accuracy.
• Ability to work independently as well as within a team.

📌 Investment Consultant (Sydney)
🏢 Evergreen Consultants
📍 Sydney