- Responsible for three Fixed Income strategies
- One of Australia’s largest ethical investment managers
- Flexible working arrangements, 2 day requirement in the office
We are excited to be partnering with a boutique fund management firm whose ethos is driven by investing with purpose. The fund has over $1 billion under management across equities and fixed income. At this size, our client is one of Australia’s largest ethical investment managers and we are fortunate to be appointing a new Fixed Income Portfolio Manager to the existing team. The role will be responsible for three fixed income strategies: cash, diversified income, and enhanced income fund. Currently, the team invests in AUD domiciled product across a range of fixed income securities, including but not limited to floating and fixed rate bonds, RMBS, hybrids etc. The total FUM in Fixed Income is roughly $600mio. Part of the role will be working on all aspects of portfolio management i.e., investment idea generation, trade execution, portfolio construction, research and investor updates/engagement. There is ample opportunity for the role to assist in FUM growth through product diversification and new strategy development, as well as enhanced performance of the current strategies. The role will be responsible for one direct report with further support from another analyst.
We are seeking candidates with a minimum seven years relevant experience. It is important the candidate has had the responsibility of managing money during their career.
This is a small nimble business with only 25 people in the team. Our client offers flexible working, requiring two days in the office currently, with offices in central Melbourne. The business is classified as a not-for-profit, and they grant the majority of their operating surplus to community and advocacy programs. The successful candidate will be motivated to be part of an investment business that is focused on social and for purpose goals. This has created a highly collegiate and enjoyable environment, with a team and investor group motivated to create investment returns for the greater good of society.
To explore further in confidence, please send your resume to firstname.lastname@example.org