Head Of Investment Strategy - Melbourne Australia

Company: Confidential
Your Application: You have not applied yet
Location: Melbourne Australia, Australia
JOB DESCRIPTION

Head of Investment Strategy
Confidential
Lead nage a highly qualified investment strategy team
Build strategic Company capabilities across the business
Contribute to Confidential purpose rategy

About The Role

Role Location:
Melbourne or Confidential

Role Type:
Permanent, Full time

You will lead nage a highly qualified investment strategy team through role-modelling iving a values-led, accountable culture across your businessp>

You will be responsible for the end to end Confidential of the Confidential Private Banking vice PB&A discretionary portfolios vestment communicationhe role will work closely with the boarder Confidential PB&A-s Chief Investment Office team ternal consultants to provide oversight on the nfidential of portfolios aligned to the investment objectives of each portfolion addition to this, the Head of Investment Strategy is expected to work closely with frontline to help build pport the growth of the business within PB&A-s Chief Investment Office-s distribution network by delivering investment content, insights dates both face to face writingp>

Your key priorities sponsibilities include:

Drive growth in Funds Under Confidential FUM by contributing client presentations to retain ive new business acquisition md clientsbr>Manage Tactical Asset Allocation TAA use View decisions to ensure optimal portfolios are deliveredbr>Manage frameworks for the monthly investment strategy meetings taking all relevant inputs suring the required outputs ssages are deliveredbr>Contribution to the overall leadership lture of the Investment Officebr>Ensure compliance with all asset allocation m provisions levant laws & regulationsbr>Identification oidance of significant business nancial risk

About You

To grow successful in this role, you will ideally bring the following:

Extensive oven portfolio Confidential experience ack record relevant to -manage-the-manager- investment; portfolio view
Finance or Economics Degree, with industry relevant post graduate qualification, Masters or CFA preferred
Solid academic background in financial theories, principles, ncepts commonly used in investmentsbr>Excellent client relationship Confidential skills
Resilient, fast paced with a strong growth mindset
Ability to build productive relationships with team members ients
Ability to identify, monitor nage risks, issues pendencies, agreeing appropriate risk responses

About Confidential

Confidential is a great place to growe know our people look to their leaders to understat is n-t valued/p>

Developing a growth mindset is at the heart of our culturet means we actively encourage people to try new things so we can improveith effort, we can all learn ow/p>

We ask our leaders to practice daily leadership behaviours - things like connecting with empathy, empowering people, growing people selflessly, being curious eating shared clarityhese are the leadership behaviours we need to transform Confidentiale support our leaders with tools, tips line coaching/p>

Confidential recognises the value of an inclusive verse work environmente take pride in the diversity of our people courage applications from diverse ctesf you are a cte with a disability, let us knowsho w we can provide you with additional supportp>

Our recruitment decisions are based on the key inherent needs quirements of each role, ndidates are selected based on their unique strengths aracteristicsp>

We work flexibly at Confidentialalk to us aboutsho w this role can be flexible for youp>

To working at Confidential or to view other opportunities visit ou apply for this role by visiting Confidential Careers arch for reference number AUS131123

Confidential
Lead nage a highly qualified investment strategy team
Build strategic Company capabilities across the business
Contribute to Confidential purpose rategy

About The Role

Role Location:
Melbourne or Confidential

Role Type:
Permanent, Full time

You will lead nage a highly qualified investment strategy team through role-modelling iving a values-led, accountable culture across your businessp>

You will

be responsible for the end to end Confidential of the Confidential Private Banking vice PB&A discretionary portfolios vestment communicationhe role will work closely with the boarder Confidential PB&A-s Chief Investment Office team ternal consultants to provide oversight on the nfidential of portfolios aligned to the investment objectives of each portfolion addition to this, the Head of Investment Strategy is expected to work closely with frontline to help build pport the growth of the business within PB&A-s Chief Investment Office-s distribution network by delivering investment content, insights dates both face to face writingp>

Your key priorities sponsibilities include:

Drive growth in Funds Under Confidential FUM by contributing client presentations to retain ive new business acquisition md clientsbr>Manage Tactical Asset Allocation TAA use View decisions to ensure optimal portfolios are deliveredbr>Manage frameworks for the monthly investment strategy meetings taking all relevant inputs suring the required outputs ssages are deliveredbr>Contribution to the overall leadership lture of the Investment Officebr>Ensure compliance with all asset allocation m provisions levant laws & regulationsbr>Identification oidance of significant business nancial risk

About You

To grow successful in this role, you will ideally bring the following:

Extensive oven portfolio Confidential experience ack record relevant to -manage-the-manager- investment; portfolio view
Finance or Economics Degree, with industry relevant post graduate qualification, Masters or CFA preferred
Solid academic background in financial theories, principles, ncepts commonly used in investmentsbr>Excellent client relationship Confidential skills
Resilient, fast paced with a strong growth mindset
Ability to build productive relationships with team members ients
Ability to identify, monitor nage risks, issues pendencies, agreeing appropriate risk responses

About Confidential

Confidential is a great place to growe know our people look to their leaders to understat is n-t valued/p>

Developing a growth mindset is at the heart of our culturet means we actively encourage people to try new things so we can improveith effort, we can all learn ow/p>

We ask our leaders to practice daily leadership behaviours - things like connecting with empathy, empowering people, growing people selflessly, being curious eating shared clarityhese are the leadership behaviours we need to transform Confidentiale support our leaders with tools, tips line coaching/p>

Confidential recognises the value of an inclusive verse work environmente take pride in the diversity of our people courage applications from diverse ctesf you are a cte with a disability, let us knowsho w we can provide you with additional supportp>

Our recruitment decisions are based on the key inherent needs quirements of each role, ndidates are selected based on their unique strengths aracteristicsp>

We work flexibly at Confidentialalk to us aboutsho w this role can be flexible for youp>

To working at Confidential or to view other opportunities visit ou apply for this role by visiting Confidential Careers arch for reference number AUS131123

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Confidential

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12

Location

Arrangements



Industries

Banking & Finance






JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: Negotiable


JOB REQUIREMENTS
Minimal experience: No experience



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