• Be an instrumental driver of our Private Wealth research team, collaborating to deliver bespoke investment consulting services to ultra-high-net-worth clients
• Thrive in a client-centric environment with opportunities for professional growth and development
• Flexible work options - work smarter in a way that suits your lifestyle

YOU’LL HELP SOLVE COMPLEX PROBLEMS BY USING YOUR SKILLS WORKING CLOSELY WITH THE WEALTH SERVICES INVESTMENT COMMITTEE, INCLUDING:

• Oversee the Wealth Investment Committee research related matters and deliverables, including investment insight reports and thought leadership
• Preparing Wealth Investment Committee Papers, including comprehensive reports that summarise findings, analyses, and recommendations regarding investment funds and asset class reviews
• Manage investment committee stakeholder engagement, including:
• Coordinate fund manager meeting schedules for the Investment Committee
• Attend fund manager and research consultant meetings to gather qualitative insights
• Engagement with various external stakeholders including external asset consultants, and Fund Managers
• In conjunction with Senior team members, assist with due diligence on potential investment opportunities in public and private markets on behalf of clients, including analysing fund manager reports and evaluating market trends to assist clients in assessing the risks and opportunities
• Contribute to and be an active part of our operational investment infrastructure (including platforms, internal research database, and utilising portfolio modelling software)

We’re looking for an experienced Senior Manager to help shape the future in our Private Wealth (investment research) team at PwC. The Private Wealth team brings our purpose to life by delivering tailored financial solutions to ultra-high-net-worth individuals and families. As part of our team, you’ll co-ordinate and drive our investment research team, collaborating with fund managers, research houses and asset consultants to provide comprehensive and innovative strategies. We pride ourselves on our client-centric approach, building long-term, trust-based relationships while upholding the highest standards of integrity and compliance. If you’re passionate about helping clients achieve their financial goals and thrive in a proactive, results-oriented environment, we invite you to explore this exciting opportunity with us.