Fundamental cash-flow focused equity research approach
Experience leading and mentoring analysts
CBA New Digital Businesses Pty Ltd is seeking an Executive Manager for its Equities division to shape and implement investment strategies for high-net-worth clients. The role involves managing equity portfolios, leading a team, and collaborating on investment selection and communications
Job Summary
The role involves shaping and implementing Commonwealth Private's research and investment strategy for listed market equities.
The successful candidate will lead a team of three analysts while constructing diversified managed account portfolios across Australian and international markets.
This position requires generating high-conviction sector ideas and delivering alpha through robust portfolio construction methodologies.
Matching Summary
Match Score: 85
CBA New Digital Businesses Pty Ltd is seeking an Executive Manager for its Equities division to shape and implement investment strategies for high-net-worth clients. The role involves managing equity portfolios, leading a team, and collaborating on investment selection and communications.
Skills & Requirements
Must-have
Significant experience managing equity portfolios
Fundamental cash-flow focused equity research approach
Experience leading and mentoring analysts
Nice-to-have
Ability to think probabilistically in uncertainty
Intellectual humility to challenge own views
Thoughtful contrarian investment thinking
Key Requirements
Tertiary qualifications in finance or related discipline
Postgraduate qualifications and/or CFA designation highly regarded
Demonstrated experience in managing multi-asset portfolios