Assistant Portfolio Manager managing multi-asset portfolios for Mercer Wealth Management. Collaborating with investment professionals to optimize performance and client outcomes.
Responsibilities
Support the WMIS Portfolio Managers in the daily management of multi-asset portfolios, including total portfolio performance, risk analytics monitoring, portfolio rebalancing and trade recommendations
Assist in multi-manager portfolio construction decisions across asset classes and implement these decisions effectively.
Prepare and present monthly and quarterly reports at internal and external stakeholder meetings, ensuring clear communication of portfolio performance.
Conduct ad hoc analysis and prepare communications for clients, addressing their queries and requests related to the portfolios.
Lead and participate in investment manager meetings for due diligence and asset sector reviews on existing and potential solutions.
Manage queries and requests relating to the portfolios from internal and external stakeholders.
Keep abreast of industry and market developments and best practices through continual education and learning activities.
Requirements
A relevant undergraduate qualification: a post-graduate qualification or professional certification is preferred.
A minimum of 5 years of experience in building and monitoring multi-asset portfolios.
Strong knowledge of investment markets, asset classes, and investment managers within the Australian wealth market.
Advanced numerical and analytical skills, particularly around performance, risk, and attribution analysis, with a keen attention to detail and strong time management abilities.
Benefits
Health insurance
Flexible work arrangements
Professional development opportunities
Job title
Assistant Portfolio Manager – Multi Asset, Multi Manager Funds
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