Distribution / Investment

Global Equities – Sustainable/Impact investing

  • Senior Analyst, Sustainable Investment
  • Growing investment product base
  • Assist the launch of global equities sustainable investment fund

Global leading $100bn+ FUM fund manager covers global and multiple domestic equities strategies, fixed income, unlisted alternative funds, multi asset and has a growing stable of ESG funds with the plan of launching a global equities impact fund in 2020. The ESG research team assists all funds with their ESG research including having direct input into 2 ESG funds from a top down universe filtering perspective. The upcoming global equities sustainable investment fund will be the responsibility of the ESG team and will involve bottom up stock level research, and working with the other global equities strategies to assist global coverage. There is a need for a Senior Analyst with bottom up equities research capability to join the team to drive (with the head of team) the new fund as mentioned above.

Once the sustainable/impact fund is up and running an increased portion of the role will involve:
• Aid in the development and establishment of new Sustainable Investment products and solutions.
• Contribute to bottom-up fundamental analysis, stock-picking and portfolio construction for new Sustainable Investment products and solutions. Working closely with the other internal global equities funds to analyse sectors and stocks within those sectors.
• Being involved in client requests and reporting particularly related to ESG/IR issues within the funds.
While the impact fund is developing the focus will be:
• Identification and analysis of key investment related ESG and sustainability issues for companies and sectors including engaging with companies, the broader industry and government policy.
• Assisting ESG research and analysis across the wider business.

We require a candidate likely with 5-10 years of equities research experience perhaps in Australian equities looking to move to global (buy or sell side) or currently within global equities. There is a requirement for a demonstrable passion for ESG. Some level of ESG knowledge is a requirement but we don’t require a current ESG focused investor. The opportunity is to combine your passion for generating alpha via finding quality companies, while impacting the world in a positive manner.

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

Contact

Mischa Bennett

02 9235 9430

Global Equities – Sustainable/Impact investing
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VP/Director – Institutional Fund Raising

  • Top 40 global fund manager
  • Large product suite including listed and unlisted real estate and infrastructure
  • Sydney or Melbourne hire

My client is a large global fund manager with products covering highly appealing (top quartile performing) global unlisted and listed Infrastructure and Real Estate. Outside of this there is a broad suite of products that can be used to suit expected success in the local region, covering active global equities including a top quartile global EM product; quant (systematic); fixed income and customised overlay solutions.

Based on an internal overseas promotion, there is a need for a Director-level Institutional capital raiser. This region is a high growth market for this manager, and the last two years have included 50% increase in local FUM each year. This team has a strong ability to create and deliver to their own distribution strategy based on the products that will be particularly successful in this market and this hire will be encouraged to be involved with that.

Reporting to the co-head of the business in Australia/New Zealand, you will be working as a small capital raising team of 3 (with a broader local team of approximately 11) to work to increase assets under management from the institutional clients in Australia and New Zealand.

We require a candidate who has a meaningful and demonstrably successful track record in institutional fund raising within the context of funds management in the local market. We require a proactive candidate who is able to speak at length about institutional client objectives (i.e. represent the brand as an Investment Specialist may) and how the product suite is able to assist.

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

Contact

Mischa Bennett

02 9235 9430

VP/Director – Institutional Fund Raising
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Chief Operating Officer

  • Social Conscience?
  • Align Yourself to an Exceptional Sustainable Investment Fund
  • Melbourne Based

Our client is a highly successful investment firm focused on sustainable infrastructure investments and have been operating for more than 10 years. With continued growth and interest in the fund and their investment sphere, they are now looking to appoint a senior executive to their team in the capacity of Chief Operating Officer (COO).

You will be managing a small corporate team of four staff and be responsible for all day to day management decisions to ensure that systems, processes and internal controls are in place to support the timely delivery of corporate and fund information to the wider business and its investors. You will also encourage collaboration across business units and provide relevant information to assist in operating the Funds Management business and the management of the corporate entities and provide necessary information to assist with successful business planning and business development.

Other responsibilities will include: corporate accounting; Board management and reporting; AFSL management and reporting; statutory reporting; supporting Executive team with Investor Relations and relevant reporting; supporting Executive team with Portfolio Management of Funds; transaction structuring support;  custody and corporate project management.

Key attributes for the successful candidates will include:

  • A minimum of 7 years’ experience in managerial positions with operational or finance functions within the funds management industry.
  • Strong accounting knowledge; the ability to understand and interpret financial statements and accounts. Strong financial planning/budgeting experience.
  • Excellent communication and interpersonal skills to be able to communicate with senior management, employees, clients and unitholders.
  • A genuine desire to manage, lead and motivate people and small teams.
  • Effective negotiation, influencing and conflict resolution skills.
  • Tertiary qualified in a finance, accounting or commerce discipline
  • CA qualifications highly regarded.
  • Importantly, a “roll up your sleeves” attitude which is essential in a small, boutique environment

This is an exceptional opportunity for a finance and operations professional to take the next step in their career within a tight knit, cohesive and successful investment management team.

Applicants must have full working rights in place for Australia to be considered for this opportunity.
Initial enquiries in strictest confidence to Michael Lee below

Contact

Michael Lee

03 9653 8620

Chief Operating Officer
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Senior Manager – Responsible Investment

  • $154,534 – $181,496 including superannuation

State Super operates on behalf of the NSW Government and associated employers, to invest, support and administer defined benefit and defined contribution superannuation schemes worth approximately $42 billion.
A vacancy exists for a suitable experienced Senior Manager – Responsible Investment to help shape the thinking and design of State Super’s Responsible Investment Policy, oversee its effective implementation and integration into investment decision-making and management processes.

Externally, this dynamic role champions State Super’s Responsible Investment proposition with members and key stakeholders and leverages relationships with member organisations to role model beliefs and foster behavioural change in the industry.

Key to success in this role requires both a sound knowledge of Responsible Investment/ESG as well as relevant experience in investments or a similar environment, ESG/Responsible Investment consulting or equities research.
In exchange, State Super offers a competitive remuneration package, flexible working conditions and exceptional learning opportunities in a progressive and supportive environment.

For further information, please call Mischa Bennett on 02 9235 9430. Alternatively, to apply, please submit a copy of your application, including a resume and cover letter, before the closing date.

Closing Date: Monday, 23 September 2019

State Super is proud to be an Inclusive Employer.

Applicants seeking employment with State Super must be permanent residents or Australian citizens and will be required to undergo a criminal records check.

Contact

Mischa Bennett

02 9235 9430

Senior Manager – Responsible Investment
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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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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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