Distribution / Investment

Global Equities – Infrastructure/REITs

• Global equities income – Infrastructure/REIT focused
• Leading global fund manager
• Short term path to managing a discretionary portfolio as Portfolio Manager

This fund manager has a wide range of fund products and based on net flows expects to strongly grow its current $8bn FUM in the short to medium term and beyond. It is growing its Australian presence and growing its global income fund. The global income fund has both credit and equities within the fund and has an absolute return target. This role will be focused on equities and will likely run the equities part of this fund in the short term, with potential for pure equities income products to be developed over time.
Reporting to the deputy CIO, your role will be to manage the existing income equities book (circa $700m) which is more locally focused. You will also engage in research to seek out and assess other global ideas focused mostly within infrastructure and REITs with potential for other sectors that show compelling characteristics. You will assist the marketing of the fund within Australia and assist the wider (Credit) team to assess ideas.

We are looking for a candidate who is focused on infrastructure or REITS either on the buy or sell side. There is less interest in very broadly focused candidates who perhaps also cover infrastructure or REITS as part of a larger portfolio or who have done this at some stage in the past. Candidates will likely have 10+ years of experience.
You must have full working rights for Australia to be considered for this role.

Contact

Mischa Bennett

02 9235 9430

Global Equities – Infrastructure/REITs
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Fixed Income Research Analyst

Our client is major Global Investment Manager actively expanding their Asia Pacific presence and coverage. They’re looking to add a Credit Research Analyst to their existing Australian Fixed Income Research team based in Sydney.

Working closely with the investment managers, you will responsible for performing in-depth fundamental and financial analysis on corporate credit issuers to provide independent concise and clear investment recommendations and conclusions. Your recommendations are valued, measured, tracked and scored – with good results paramount in this team and the environment. Being part of a strong regional team, you will also be collaborating with other team members across APAC and be an active participant in the global fixed income research efforts.

Degree qualified in Economics, Accounting, Finance or Commerce, as a Fixed Income Credit Analyst, you will have with 5-7 years relevant experience in a similar role and environment. “Analyst” is very much the role as opposed to a title so there is flexibility for those seeking a career as an Analyst, as well as the scope for those wanting to progress into Investment Management. It is expected that you will have excellent technical analysis and research skills coupled with strong product and market knowledge. You will be detail oriented with strong presentation and communication skills – and comfortable presenting both internally & externally.

Applicants must have full working rights for Australia to be considered for this opportunity.

For a confidential discussion, please contact Adam Taylor-Campbell or Patrick Everest.

Contact

Adam Taylor-Campbell

02 9235 9404

Contact

Patrick Everest

02 9235 9440

Fixed Income Research Analyst
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Senior BDM – Retail Distribution

Our client is a leading manager of ETF products across a range of global and domestic indexed, growth and alternative strategies. Due to continued strong growth nationally, they are currently expanding their Melbourne team and looking for a Senior Business Development Manager to further enhance their growth trajectory and market share in the Victorian market.

Reporting to the Co-Heads of Distribution based in Sydney, you will be a key member driving ETF adoption and usage for the firm in the Victorian financial adviser market. The successful candidate will have access to a high quality suite of ETF products across a range of asset classes and strategies offering investors simple, liquid, transparent, low-cost and flexible investment options to their client base.

Key requirements for this role include;

• Have an existing client base with deep relationships within the IFA market, dealer groups and planners with the ability to provide high quality and professional service in order to grow FUM
• Demonstrate a successful track record in raising capital and closing transactions
• Strong desire and proven ability to maintain a high level of weekly sales activity
• Strong technical knowledge of investment markets and products
• Highly motivated with an investment specialist approach to meet sales targets
• Excellent leadership and mentoring ability
• Participate and interact at a senior level to formulate and execute sales strategies
• A self-starter, well organized with strong attention to detail and work ethic
• Tertiary qualified with the appropriate PS146 compliance

This is a rare opportunity for seasoned professional with a high level of energy and drive, coupled with a strong existing network within the IFA market to join a quality organization to complement your ability to deliver significant growth.

You must have full working rights for Australia to be considered for this role.

Enquiries in strict confidence to Michael Lee.

Contact

Michael Lee

03 9653 8620

Senior BDM – Retail Distribution
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Retail Distribution Lead

  • Established and growing Multi product boutique
  • Sydney or Melbourne based
  • Well-supported growth initiative within retail

Our client is a successful, trusted independent fund manager with products across several strategies within Australian equities, Fixed Income and global multi asset, with a diverse client mix covering institutional, wholesale and retail.
With an appetite to grow new products in a changing market and which play to the established investment capabilities of the business, our client currently seeks a Retail Distribution Lead who will develop a strategic blue print across their current offerings and potential new products. They will navigate the changing investment landscape within the retail channel, offering insights into the changing dynamics in the retail channel and how that may impact the firm’s approach.

The role’s key responsibilities are as follows:
• Engage with the leadership team to develop a national sales strategy for the Retail market which is likely to include listed strategies, private wealth/sophisticated investor channels and broker channels.
• Deliver on the agreed strategy, keeping the leadership team up to date with details on pipeline, timelines and market feedback. This involves this individual directly approaching the target market, delivering against established KPIs.
• Contribute to strategic discussions relating to new potential products.
• Pro-active production and communication of relevant and compelling investment information to internal and external stakeholder groups.
• Credibly represent the views and investment objectives of the funds to the broader investment community.
• Potential future hiring and management of staff, depending on the strategic direction of the funds.

The ideal candidate profile will have:
• 10+ years of experience, mostly within retail distribution and with exposure to either representing, listing or managing listed fund products.
• Deep existing industry relationships and an understanding of the dynamics within the retail channel.
• From a product perspective, the candidate will at a minimum have had experience selling listed equities products, and ideally have had some exposure to fixed income.
• From a delivery perspective, the candidate must have demonstrated an ability to work independently and have experience building and delivering on an agreed strategic plan.

You must have full working rights for Australia to be considered for this role.

Contact

Mischa Bennett

02 9235 9430

Retail Distribution Lead
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Investment Analyst – Australian Equities

This fund manager is one of Europe’s largest active fund managers. The Sydney based Australian Equities team covers a range of products from large to small and other defensive strategies. The largest local funds being mid and small cap funds. The style of the funds are to invest in high quality companies at a reasonable price, within a concentrated portfolio and hold for the long term. The team has a flat structure where contribution is encouraged at all levels. Individuals who join the team will be able to draw upon the global capability of the company and have exposure to investment teams in other jurisdictions.

Reporting to the portfolio managers and working closely with your colleagues, your responsibilities are as follows:
• Financial and industry analysis of companies within your sector coverage including meeting with companies, competitors, sell side analysts, attending industry events.
• Contributing to investment discussion across all Australian equities products at the stock and portfolio level.
• Making yourself available to colleagues covering global equities strategies who want visibility within your allocated sectors in the Australian market.
• The sectors allocated to this individual will depend on the candidate’s interests and capabilities. It is likely over a 6+ year period most sectors will be cycled through

Target candidates will have approximately 3-5 years of experience covering equities research (buy/sell side) or potentially corporate finance. The candidate will be able to show conviction, backed up by sound reasoning.

You must have full working rights for Australia to be considered for this role.

Contact

Mischa Bennett

02 9235 9430

Investment Analyst – Australian Equities
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Senior Multi-Asset Investment Strategist

  • Australia’s Leading Investment Consulting Practice
  • Senior Position in the Investment Strategy Team
  • Melbourne Based

Our client is Australia’s leading independent investment advisory firm advising some of the country’s largest institutional investors within the superannuation, charity and university investment sectors. With global reach and partnerships, they offer bespoke solutions for their clients in the forever changing and dynamic landscape of investment markets.
Our client is looking to hire a senior multi-asset investment strategist to join their award-winning investment strategy team. The Senior Consultant (Investment Strategy) reports to the Director of Investment Strategy with a focus on delivering high quality strategic and dynamic investment advice and research involving multi-asset investment strategy, capital markets and macro research, and asset allocation advice.

Working as a senior member of the team you will provide strong support across asset classes contributing to the idea generation and development of investment strategy advice to ensure market and asset allocation themes are communicated in a timely fashion.

You will ideally have:
• Significant experience in investment markets either in research, strategy, macro or asset allocation
• Excellent verbal and written communications skills
• Proven ability to present to senior audiences (investment committees and Boards) in a professional and confident manner
• Self-motivated and strong desire to take pride in your work
• Ability to work collaboratively and encourage the learning and development of less experienced colleagues
• A strong understanding of the institutional investment sector
• Appropriate tertiary and post graduate finance qualifications.

You will have a strong understanding of multi-asset investment strategy. Candidates with a broad range of backgrounds including economic/macro strategy, single asset (or ideally a multi-asset) strategy funds management, or asset consulting, will be considered. Candidates from either a research or portfolio management background will also be considered.

You must have full working rights for Australia to be considered for this role.
All enquiries to be directed in strictest confidence to Michael Lee below.

Contact

Michael Lee

03 9653 8620

Senior Multi-Asset Investment Strategist
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Global Equities Analyst

  • Global equities
  • Coverage of stocks within the global financials sector

My client is an established global equities focused fund manager covering multiple strategies (long only, long/short, ethical filter and others), with a market leading reputation for fund performance and also growing their talent organically. The main funds are concentrated portfolios, have a long term investment horizon and are looking to invest in quality companies at the right price. The Financials sector team covers global exchanges, banks, insurers, fund managers, ratings agencies, and payment companies. The coverage of this candidate will likely move through this universe over time and be expected to contribute to wider portfolio discussion.

Working closely with the Head of Financials and your team, this role will involve deep coverage of stocks in sectors covered above from day one. This will involve: developing and maintaining deep investment papers and financial models of stocks within the universe (most are already in place. 5-8 stocks are usually covered by a single analyst); working with team members to make sense of assumptions in growth, risk and quantifying catalysts which may mean a rerating of a particular company; once a year you will do a global trip which will usually span Europe and the US; Communication with potential investee businesses; Market/Industry analysis.

Appropriate candidates will have approximately 3-5 years of total with financial services experience. The areas of interest are equities analysts from buy/sell side, M&A bankers from FIG, Corporate Development candidates within banks or other FIG sector companies, perhaps Credit Analysts covering global FIG companies. We require a strong demonstrable interest in investing. We also require a minimum of a distinction average through university and a minimum UAI/ATAR/IB equivalent of 96.

You must have full working rights for Australia to be considered for this role.

Contact

Mischa Bennett

02 9235 9430

Global Equities Analyst
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Investment Analyst & Investment Manager – Unlisted Investments/Private Equity

  • First tier alternatives fund manager
  • Broad unlisted investments mandate with private equity style investing \
  • Sydney base

My client is a global and leading alternatives fund manager with several investment strategies. They manage several high profile mandates with over $6 billion in assets under management and an impressive track record of investors returns over many years (over 18% for more than 20 years). They see an opportunity in their coverage of unlisted markets and are looking to add an Investment Analyst and Investment Manager to bolster these efforts. Sectors targeted are broad but are within industries that have strong demographic drivers and high barriers to entry which have included: Consumer/Retail, food production and processing; petrol stations, data centres, aged care, renewable energy, student accommodation, amongst others.

Both the Investment Manager and Investment Analyst will work closely with the Investment Director with responsibility for analysing potential new investments including research into wider industry dynamics, running commercial and financial due diligence, developing investment committee papers and client presentations, managing transaction related processes and occasional work with portfolio companies. The Investment Manager will have the autonomy and ability to lead and drive transaction processes on behalf of the investment team as well.

You will come from an M&A, project finance or corporate finance background with a demonstrated technical skill set in the context of an investment environment. You will also be able to demonstrate considerable commercial acumen. We will be considering candidates with around 2-4 years’ experience for the Investment Analyst and 5-8’ years’ experience for the Investment Manager.

You must have Australian permanent residency to be considered for this role.

For a confidential discussion contact Daniel Yee below.

Contact

Daniel Yee

02 9235 9420

Investment Analyst & Investment Manager – Unlisted Investments/Private Equity
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Director of Sector Research and Senior Consultant Investment Strategy

  • Award Winning Investment Advisory Firm Positioned for Growth
  • Key Leadership and Consulting roles
  • Melbourne Based

Our Client is a leading independent investment advisory firm advising some of Australia’s largest institutional investors within the superannuation, charity, university investment sectors. With global reach and partnerships, they offer bespoke solutions for their clients in the forever changing and dynamic landscape of investment markets. They are positioned for growth in their chosen markets and now looking for a Director of Sector Research and a Senior Consultant Investment Strategy.

The Director of Research reports directly to the CEO and working closely with the Director of Consulting and Director of Investment Strategy, you will lead the firms Sector Research program across all asset classes ensuring the delivery of high quality, market leading and innovative research to their clients and chosen markets.

Key to the role will be your ability to further develop strategic business growth and outcomes; Ability to further raise the profile of the business through strong stakeholder management, both internally and externally; client relationship management; team leadership; business management; and a deep expertise and intimate knowledge of the investment markets.

The Senior Consultant Investment Strategy reports to the Director of Investment Strategy with a focus on delivering high quality investment and strategic advice and research involving capital markets research and asset allocation, manager and investment research and supporting the client team needs.
Working as a key member of the team you will provide strong support across asset classes contributing to the idea generation and development to ensure marker and asset allocation is communicated in a timely fashion. You will have a strong understanding and experience dealing with SAA/DAA and macro analysis with possibly an economics / econometrics background gained within sell side research, consulting or funds management firms.

All enquiries to be directed in strictest confidence to Michael Lee below.

You must have full working rights for Australia to be considered for this role.

Contact

Michael Lee

03 9653 8620

Associate – Global Credit Fund (FM)
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