The Investment Consultant role sits within the Portfolio Solutions Division, where you will be contributing to the business through a wide range of client-focused activities. You will play an important role as a conduit between our portfolio, sales/distribution teams and our clients drawing on your strong investment / product specialist skills
Your key responsibilities will be to:
Prepare for and participate in client meetings, including but not restricted to investment committee meetings Relationship management of investment committee responsibilities for nominated clients Respond to client queries pre and post Investment Committee meetings and other ad-hoc requests Assist with providing rationale for any portfolio changes made for the respective quarter as well as performance and market commentary Overseeing/reviewing market reports (E.g., Monthly Market Report & Quarterly Market Report) Development of investment content for clients and consultants as required Produce client materials for presentations, RFPs, and other ad-hoc projects Writing material for Quarterly Portfolio Reporting Assist in enhancing and/or develop client reporting as we continue to refine going forward Build and maintain contact with fund managers within a specific area of expertise. Stay up-to-date with investment processes, teams and products in respective asset classes Take lead research responsibility for your designated sector(s), ensuring that our strategy and manager selection in these sectors is thoroughly researched, documented and articulated Support sales team with prospective consulting clients. Where required, participate in sales meetings describing details of Zenith's consulting services Assist in responding to queries and provision of documentation to prospective clients Co-ordinate the provision of editorial stories to trade journals / magazines as required Present on investment themes and portfolio positioning both internally and externally over time
To join us you will need the following experience and skills:
You will ideally have a degree or higher in Finance, Commerce or Business You must have excellent written and verbal communication skills You must have the ability to work independently and take ownership of your own workload You must have exceptional presentation skills and strong attention to detail You will ideally have 3+ years work experience within investment consulting, investment research or financial planning Your must have a strong understanding of financial markets and investments Broad experience with various types of investments and their characteristics, including equities, fixed income, credit and private assets Your knowledge of investment structures and portfolio construction will be well regarded
By joining the team, you will be offered the following:
A role that is varied in its responsibilities and welcomes initiative and collaboration with other motivated and experienced professionals The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally A pleasant, ambitious and professional working climate with good opportunities for further development A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences Eligibility of discretionary bonus 4 days study leave per annum $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy) Flexible work options under our Versatile Work Practices
Your next steps:
This role would ideally suit someone with an investment research, financial planning, administration platform or funds management background We are always looking for committed and energetic individuals to be a part of the team and if you're looking for a collaborative, supportive and inclusive environment, apply now!
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