Retail Investment Specialist - new south wales - beBeeInvestor

This role involves working in a team to pitch investment opportunities to clients and building relationships with aligned channels. · ...

Working in a team of Investment Specialists you will be working alongside the aligned channels of this financial institution to pitch a broad range of investment opportunities directly to a wholesale client base. · ...

The Investment Specialist – Alternatives operates as a senior member of the CIO team, · leading high‑quality research, evaluation, structuring and implementation of alternative investment opportunities across private equity, private credit, · venture capital, infrastructure and p ...

A leading investment manager is seeking an experienced investment professional to be a key figurehead in investment-related communication and education, · Providing investment education and content in collaboration with the investment team and external consultants (AA and Alts) · ...

Client Portfolio Manager | Multi-Asset & Alternatives · Are you passionate about financial advice, investment markets and educating advisers? · ...

A leading investment management firm seeks an Associate – Investment Specialist to join its high-performing team. · Support senior team members in managing relationships with research houses and clients. · Develop high-quality investment materials and conduct market research. · ...

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.With a shared passion for building an uncompromised business – we created something new from the ...

This is an Investment Risk Specialist position at a superannuation fund in Sydney. The role involves reviewing investment portfolios and analysing client risk appetites. You will work closely with the team to design and build risk frameworks. · ...

We are seeking an Investment Communications Specialist to join our Chief Investment Office. As a key member of the team, you will be responsible for developing and executing strategies for market-leading investment communications across written, video, and audio formats. · Key re ...

+ Job summary · This is a rare opportunity to join a technology-first investment management firm where data, automation and in-house systems sit at the core of how the business operates. · + ...

This role focuses on providing client service operational support including processing client and investment data reconciliations and client investment reports. · Some Of Your Responsibilities Will Include · Review monthly investment manager statements and process portfolio inves ...

+4 years in IT - systems, scripting, software or operations. · Strong SQL capability, ideally within financial or data-heavy environments. · Experience building or supporting data pipelines, ETL jobs, or automated workflows. · Comfortable scripting (Python preferred; PowerShell/V ...

We are a leading investment consulting firm with offices in Melbourne & Sydney. We provide investment advisory consulting to over 85 institutional clients, including superannuation funds, charities, insurers, foundations, and endowment funds. · This role focuses on providing clie ...

This role focuses on providing client service operational support, including processing client and investment data, reconciliations, and client investment reports. · ...

We are seeking a talented individual to join our Mercer Investments team as Senior Investment Research Specialist.Conduct in-depth research and rating of Australian and New Zealand equity strategies. · Articulate Mercer's research process and investment views to clients. · ...

We are seeking a talented individual to join our Mercer Investments team. This role will be based in either Sydney (Barangaroo) or Melbourne (Docklands). · This is a hybrid role that has a requirement of working at least three days per week in the office.Conduct in-depth researc ...

This job is with Marsh McLennan, · We are seeking a talented individual to join our Mercer Investments team. · ...

An experienced Investment Specialist will assist in developing strategic investment relationships and identify client opportunities. · ...

We are looking for an experienced Associate Director – Investment Specialist to join our Private Investments South team. In this role you will support our Business & Private Bankers and ultimately our Wholesale Investor Clients in accessing NAB's investment and risk management pr ...

This hands-on role involves supporting the processing of derivatives trades across futures, options, swaps and other structured products ensuring accuracy efficiency and regulatory compliance. · ...

This hands-on role involves supporting the processing of derivatives trades across futures, options, swaps and other structured products. · ...