Investment Specialist

Investment Specialist | Multi-Asset & Portfolio Strategy | Sydney

One of the more genuinely investment-focused Investment Specialist opportunities currently in the market.

This role sits within a highly regarded multi-asset manager with strong momentum across the adviser market, backed by a global investment group with significant scale and resources. The platform has built real credibility across SMAs, MDAs and multi-manager portfolios, with continued FUM growth and strong market engagement.

Importantly, this is not a distribution role disguised as investments.

The successful candidate will work closely with senior investors and portfolio managers across asset allocation, portfolio positioning and manager research, while also acting as a technical investment voice externally with advisers and clients.

The role will involve

• Supporting portfolio construction and tactical asset allocation across diversified multi-asset portfolios
• Performance analysis, attribution and investment reporting across equities, fixed income and alternatives
• Contributing to investment views, market commentary and portfolio positioning discussions
• Conducting manager research and due diligence across external strategies and investment managers
• Producing high-quality investment content, presentations and portfolio updates
• Engaging directly with advisers and clients to discuss portfolio construction, markets and investment strategy What makes this opportunity stand out:
• Genuine seat at the investment table
• Strong balance between technical investing and client engagement
• Exposure across portfolio management, asset allocation and manager selection
• Adviser-facing exposure without moving into pure sales
• Established and growing platform with strong market traction
• 8 + years multi-asset, asset allocation, fund-of-funds or portfolio construction experience
• Experience within wealth, private markets, asset management or investment consulting environments
• Strong technical investment capability across cross-asset portfolios
• Someone who enjoys discussing markets and portfolios with clients, but still wants to remain close to investment decision-making Open to candidates from PM, Associate PM, Senior Analyst, Investment Specialist or asset consultant backgrounds.

Desired Skills and Experience

Multi-asset investing, asset allocation, portfolio construction, portfolio analytics, performance attribution, manager selection, equities, fixed income, credit, alternatives, investment strategy, macro analysis, investment research, financial modelling, investment writing, client engagement, adviser presentations, wholesale distribution support

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply please click apply or contact Bianca Loughran on +61 2 8289 3122 or ***email_hidden*** for a confidential discussion.