Investment Oversight Manager

24

10 years financial services experience
Managed funds and managed accounts expertise
Portfolio construction knowledge saa daa taa
The role involves owning and leading the investment oversight program for HUB24's investment menus with a focus on managed funds and portfolios

Job Summary

  • The role involves owning and leading the investment oversight program for HUB24's investment menus with a focus on managed funds and portfolios.
  • Candidates must have extensive experience in investment research and a strong understanding of portfolio construction including manager selection and due diligence.
  • HUB24 offers an innovative culture that empowers employees to bring creativity to work without being bogged down by bureaucracy.

Matching Summary

The role involves owning and leading the investment oversight program for HUB24's investment menus with a focus on managed funds and portfolios.

Skills & Requirements

Must-have

  • 10 years financial services experience
  • Managed funds and managed accounts expertise
  • Portfolio construction knowledge SAA DAA TAA
  • Fund manager due diligence processes
  • Investment platform understanding

Nice-to-have

  • ESG investment specialist knowledge
  • Private markets oversight experience
  • Data technology solution leverage
  • Thought leadership in governance
  • Senior stakeholder influence skills

Key Requirements

  • Minimum 10 years experience in financial services
  • Exposure to superannuation and IDPS platforms
  • Solid knowledge of investment platforms
  • Strong written and verbal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter