Opportunity to work with an innovative private markets team who have a passion for private wealthDeliver high quality research and help drive the expansion of the Private Wealth (PW) offeringPermanent position with preference for Melbourne CBD locationPrivate Wealth is a dedicated world-class private bank offering, combining the expertise of JBWere, NAB Private and Self Directed Wealth, including NABTrade.
Private Wealth is dedicated to the needs of an exclusive group of clients and their families whose complex financial situations require a specialist approach.
The Senior Researcher sits within the NAB Private Wealth (PW) CIO Office and is responsible for the development and delivery of the private market investment funds offering.
Reporting to the Head of Investment Funds Research – Private Markets, the role of Senior Researcher will produce high quality investment research and insight on identified private markets opportunities and support the continued expansion of the (PW) CIO Office private markets offering.
As a key team member, you will help engage and support key Private Wealth stakeholders, clients, and advisers.
In this role, you will: Help identify attractive investment opportunities and provide high quality research on private market opportunities (such as Private Equity, Private Debt, Private Real Assets, and Private Uncorrelated Strategies) with a view of assessing suitability for inclusion in the Approved Product List (APL) and in client/model portfolios.Support the team on execution of the Private Wealth CIO Office private markets strategy including working with stakeholders to drive the identified changes.Report and advise on adviser and client queries.Engage on private market topics with clients and other external parties where required.Support the creation of comprehensive and timely quarterly reports and governance reporting.What you'll bring: Tertiary qualification in Commerce, Economics or Business with relevant experience in private markets as a core skill set.Post-graduate qualification such as MBA or CFA/CAIA would be highly beneficial.7+ years' experience in private market fund selection.Experience in research, analytical and performance evaluation techniques relevant to private markets.Strong ability to balance multiple priorities in a complex and regulated environment.Strong interpersonal skills, with a demonstrated ability to maintain external and internal networks.A self-starter that can work independently and effectively with the team.Passion to be part of a growing team and expanding asset class.A diverse and inclusive workplace works better for everyone We know that our people make us who we are.
That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves.
In partnership with our multiple Employee Resource Groups (ERGs), we continue to foster an inclusive environment, where all NAB colleagues' unique backgrounds and identities are understood, respected, and celebrated.
We are committed to providing an environment where you can work your way.
If you think this role is the right fit for you, we would love to hear from you.
Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
Unsolicited CVs from agencies will not be accepted.
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