Investment Specialist | Institutional

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Platinum Asset Management, Investment Specialist. Suit Analyst/Client facing/Performance/Reporting from Asset Consulting, sell or buy side.

Summary about this job

Funds Management

Company: Keegan Adams Recruitment Pty Ltd

Location: Sydney

Work type: Full Time

Salary: Competitive Base + Bonus

Phone: +61-2-7114-7506

Fax: +61-7-4890-9144

E-mail: n\a

Site:

Detail information about job Investment Specialist | Institutional. Terms and conditions vacancy

Platinum Asset Management is an Australian based fund manager which specialises in investing in international equities and is currently managing in excess of $25 billion. Platinum's aim is to achieve absolute returns for their investors. They are seeking an investment professional with excellent communication and data analytics ability to join the institutional investment specialist team.

Role Summary:

The Investment Specialist role is responsible for supporting and servicing the institutional client, family office and consultant relationship needs of the business. The role also assists in prospective marketing efforts to develop Platinum’s institutional business.  

Key Responsibilities:
  • Supporting client reporting requirements with regular report generation and performance analysis for clients and prospective clients.
  • Monitor and maintain external institutional websites including fund data aggregators and mandate service providers.
  • Ongoing coordination of responses to Requests for Proposals (RFP) and maintenance of Due Diligence Questionnaire documents (DDQ).
  • Facilitation of quantitative and qualitative information requests for clients and prospective clients.
  • Participate in the maintenance, development and creation of client presentations and marketing materials for the institutional team.
  • Fund analysis (e.g. drawing together fund statistics, quant team insights and performance attribution) to develop marketing insights and tools to create marketing materials.
  • Undertaking market research and plan development for potential client opportunities and establishing connections and meetings.
  • Developing long-term relationships with investors and consultants.
Essential Skills and Traits:
  • High degree of integrity and initiative.
  • Exceptional written and oral communication skills.
  • Developing strong presentation and demonstration skills.
  • Capable in data manipulation and analysis in gaining insights for current and potential clients.
  • Outstanding interpersonal skills with the ability to interpret interactions and engagement levels.
  • Ability to influence and build strong relationships with clients and prospective clients.
  • Strong ability to build and deliver a technical argument and debate.
  • Emerging negotiation, closing and follow up skills.
  • Have a passion for the financial markets and investing
Experience and Qualifications:
  • Tertiary qualified with a Bachelor degree.
  • Investment Qualification desirable - IMC/ CFA or similar.
  • 5+ years of experience within an asset management firm on the institutional client side.
  • Previous experience within an asset consultant would be advantageous.
  • The ability to network in the institutional client and family office space.
Join the best! A superb work environment, a highly competitive remuneration structure and lovely boss are on offer!

For more details please call Rebecca Brazier on 9216 6714 for a confidential discussion or email a resume either to [email protected] or via the 'APPLY' section of this website.

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