Full time Acknowledgement Of Country In the spirit of reconciliation, JANA respectfully acknowledges the Traditional Custodians of the land where we work and live.
We pay our respects to Elders past, present, and emerging.
We celebrate the stories, culture, and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.
About JANA We are here for one reason: People.
Together with our clients, we can change the lives of millions of Australians for the better.
JANA is 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.
Our services include asset allocation, manager research and selection, and investment strategy advice.
We foster close relationships with each client to understand their needs and identify unique investment opportunities for their benefit.
Your new role The focus of this role is to provide consulting services to a range of JANA clients including Private Wealth and Advice practices, Family Offices and NFP clients.
This full-time role can either be based in JANA's Melbourne or Sydney office, reporting to the Head of Wealth.
Responsibilities: Provide accountability for client outcomes across Wealth clients and NFP clients including Investment strategy and general investment advice.
Demonstrate ability to provide managed account solutions to clients including SMA and MDA solutions.
Lead the client reporting process including quality assurance.
Manage workflow and coach Consultants and Analysts.
Participate in the RFP process and tenders for new clients.
About you Equally challenging and rewarding, this opportunity is perfect for someone with: Extensive consulting experience (7 to 10+ years) working with a range of Wealth clients.
Providing managed account services and solutions to Wealth clients.
Relevant undergraduate degree.
Being part of the team at JANA is just the beginning At JANA, we offer rewarding careers for outstanding professionals where you will receive recognition based on your performance.
Further to this, JANA also provides the following benefits for its people: 50% reimbursement on costs for further study on relevant courses and study leave provisions.
Flexible work options.
Ability to purchase an additional 4 weeks of annual leave per year.
Generous leave provisions including sick, carer's, and parental leave options to support our people when they need it most.
An annual Volunteer Day to contribute to your favourite charity or community cause.
Regular health and wellbeing seminars and activities as part of our Health and Wellbeing program.
Monthly reward and recognition program.
Employee Assistance Program and flu vaccines.
At JANA, we are committed to a diverse and inclusive workplace.
JANA is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, disability, age, or other legally protected attributes.
Applications will only be considered from candidates with the appropriate working rights in Australia.
Successful applicants will be required to complete a Criminal & Bankruptcy check before commencement of employment.
JANA kindly requests no unsolicited resumes or approaches from recruitment agencies and will not be responsible for any associated fees.
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