B2B Manager leading the entire lifecycle of training projects for key accounts at ThePower. Collaborating with clients to create impactful training solutions.
About the role
- Assistant Portfolio Manager managing multi-asset portfolios for Mercer Wealth Management. Collaborating with investment professionals to optimize performance and client outcomes.
Responsibilities
- Support the WMIS Portfolio Managers in the daily management of multi-asset portfolios, including total portfolio performance, risk analytics monitoring, portfolio rebalancing and trade recommendations
- Assist in multi-manager portfolio construction decisions across asset classes and implement these decisions effectively.
- Prepare and present monthly and quarterly reports at internal and external stakeholder meetings, ensuring clear communication of portfolio performance.
- Conduct ad hoc analysis and prepare communications for clients, addressing their queries and requests related to the portfolios.
- Lead and participate in investment manager meetings for due diligence and asset sector reviews on existing and potential solutions.
- Manage queries and requests relating to the portfolios from internal and external stakeholders.
- Keep abreast of industry and market developments and best practices through continual education and learning activities.
Requirements
- A relevant undergraduate qualification: a post-graduate qualification or professional certification is preferred.
- A minimum of 5 years of experience in building and monitoring multi-asset portfolios.
- Strong knowledge of investment markets, asset classes, and investment managers within the Australian wealth market.
- Advanced numerical and analytical skills, particularly around performance, risk, and attribution analysis, with a keen attention to detail and strong time management abilities.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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