Investment research and portfolio construction knowledge
The role involves owning and leading the investment oversight and governance framework across HUB24's investment menus with a focus on managed funds and portfolios
Job Summary
The role involves owning and leading the investment oversight and governance framework across HUB24's investment menus with a focus on managed funds and portfolios.
Candidates must have extensive experience in investment research, portfolio construction including SAA/DAA/TAA, and due-diligence processes.
HUB24 offers an innovative culture that empowers employees to bring ideas and creativity to work without being bogged down by bureaucracy.
Matching Summary
The role involves owning and leading the investment oversight and governance framework across HUB24's investment menus with a focus on managed funds and portfolios.
Salary
Not specified; Not specified; Benefits available
Skills & Requirements
Must-have
10 years financial services experience
Managed funds and managed accounts expertise
Investment research and portfolio construction knowledge
Asset consultant and fund manager engagement
ESG and private markets oversight experience
Nice-to-have
Thought leadership in investment governance
Strong stakeholder influence skills
Data and technology solution proficiency
Market insights and investment themes sharing
Key Requirements
Minimum 10 years experience in financial services
Exposure to superannuation/IDPS and managed accounts