Investment Consultant

at  Zenith Investment Partners

Investment Consultant
The Investment Consultant role sits within the Portfolio Solutions Division, where you will be contributing to the business through a wide range of client-focused activities. You will play an important role as a conduit between our portfolio, sales/distribution teams and our clients drawing on your strong investment / product specialist skills

TO JOIN US YOU WILL NEED THE FOLLOWING EXPERIENCE AND SKILLS:

• You will ideally have a degree or higher in Finance, Commerce or Business
• You must have excellent written and verbal communication skills
• You must have the ability to work independently and take ownership of your own workload
• You must have exceptional presentation skills and strong attention to detail
• You will ideally have 3+ years work experience within investment consulting, investment research or financial planning
• Your must have a strong understanding of financial markets and investments
• Broad experience with various types of investments and their characteristics, including equities, fixed income, credit and private assets
• Your knowledge of investment structures and portfolio construction will be well regarded

YOUR NEXT STEPS:

• This role would ideally suit someone with an investment research, financial planning, administration platform or funds management backgroundWe are always looking for committed and energetic individuals to be a part of the team and if you’re looking for a collaborative, supportive and inclusive environment,
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  Job ID E89EB02CFA

• Prepare for and participate in client meetings, including but not restricted to investment committee meetings
• Relationship management of investment committee responsibilities for nominated clients
• Respond to client queries pre and post Investment Committee meetings and other ad-hoc requests
• Assist with providing rationale for any portfolio changes made for the respective quarter as well as performance and market commentary
• Overseeing/reviewing market reports (E.g., Monthly Market Report & Quarterly Market Report)
• Development of investment content for clients and consultants as required
• Produce client materials for presentations, RFPs, and other ad-hoc projects
• Writing material for Quarterly Portfolio Reporting
• Assist in enhancing and/or develop client reporting as we continue to refine going forward
• Build and maintain contact with fund managers within a specific area of expertise. Stay up-to-date with investment processes, teams and products in respective asset classes
• Take lead research responsibility for your designated sector(s), ensuring that our strategy and manager selection in these sectors is thoroughly researched, documented and articulated
• Support sales team with prospective consulting clients. Where required, participate in sales meetings describing details of Zenith’s consulting services
• Assist in responding to queries and provision of documentation to prospective clients
• Co-ordinate the provision of editorial stories to trade journals / magazines as required
• Present on investment themes and portfolio positioning both internally and externally over time