High Profile Asset Advisor - Melbourne / Sydney / Canberra Location
With over twelve years operating in the local and international markets, this independently owned asset consultant advises on the construction and management of alternative assets, investing both directly and via pooled vehicles. The firm invests and builds investment portfolios by applying quality analysis on behalf of their clients. The firm continues to grow steadily and currently has over $14B under advice.
The Investment Operations function is positioned at the core of the firm and is seen as pivotal to its ongoing success. The team is responsible for compiling investment performance reports, policy documents and performance analysis for the company’s superannuation fund clients. You will also provide an advisory service to the firm’s clients to position them as leaders within the superannuation industry. You will be responsible for the development of a high performance team and will manage and develop a team of 5-6 direct reports.
The role will suit a dynamic, people focused individual looking to assume a leadership role and support the management of future client growth as well as meeting the demand of the firm’s existing clients. With relevant tertiary qualifications in a financial discipline, you should have a background in funds management, banking or asset consulting with significant operations and reporting experience.
This role represents an opportunity to join a highly respected Asset Advisor in a senior leadership position.
Incisive Media Limited, Haymarket House, 28-29 Haymarket, London SW1Y 4RX, is a company registered in the United Kingdom with company registration number 04038503