Investment Manager

About Our Client

Our client is a well-established and respected organisation within the insurance sector. As a large organisation, they are known for their commitment to excellence and fostering a professional environment for their employees.

Portfolio Management

• Support the management of diversified investment portfolios across listed and private markets.
• Monitor portfolio performance against strategic objectives and benchmarks.
• Undertake portfolio analytics and attribution analysis.
• Assist with portfolio construction, asset allocation and risk management initiatives.
• Monitor liquidity and cashflow requirements across investment portfolios.

Investment Research & Due Diligence

• Conduct detailed quantitative and qualitative investment analysis.
• Assess new investment opportunities across domestic and international markets.
• Prepare investment papers and recommendations for Investment Committees.
• Complete financial modelling, valuation analysis and scenario testing.
• Review macroeconomic trends, industry developments and market risks.

External Manager Oversight

• Manage relationships with external investment managers.
• Conduct ongoing manager monitoring and performance reviews.
• Participate in operational and investment due diligence.
• Review investment mandates and fee structures.
• Monitor ESG integration and responsible investment outcomes.

Stakeholder Engagement

• Present investment recommendations to senior investment leaders.
• Prepare Board and Investment Committee reporting.
• Work closely with Risk, Operations, Legal, Finance and Investment Governance teams.
• Support strategic investment projects across the broader investment function.

Market Research

• Monitor global financial markets and economic conditions.
• Analyse emerging investment themes.
• Contribute to strategic asset allocation reviews.
• Identify opportunities for portfolio enhancement.

The Successful Applicant

We're Seeking An Experienced Institutional Investment Professional With

• 5-10+ years' experience within funds management, superannuation, asset management, sovereign wealth, family office, investment consulting or institutional investment.
• Experience across one or more asset classes including:
• Equities
• Fixed Income
• Private Equity
• Infrastructure
• Property
• Credit
• Alternatives
• Strong financial modelling and valuation capability.
• Experience assessing institutional investment opportunities.
• Portfolio construction and asset allocation knowledge.
• Excellent investment writing and presentation skills.
• Strong stakeholder management capability.
• High levels of commercial judgement and analytical thinking.

Bachelor's degree in Finance, Economics, Commerce or a related discipline.

CFA Charterholder (or progression towards completion) highly regarded.

CA Or CPA Qualifications Considered Advantageous.

Postgraduate qualifications (MBA or Masters in Finance) viewed favourably.

What's On Offer

• Short-term incentive (typically 15-30%)
• 15-17% employer superannuation
• Professional development support (e.g. CFA)
• Health and wellbeing benefits
• Flexible and hybrid working arrangements

Contact: Ben Naylor

Quote job ref: JN-062026-7050257