AddressAbout the opportunity
Reporting to the Deputy CIO the Senior Manager, Alternative Research will be responsible for developing innovative investment products and strategies for Wholesale clients.
This position will be accountable for product sourcing and idea generation. It will be a critical part of delivering a quality suite of investment solutions for Commonwealth Private clients.
The Senior Manager, Alternative Research will be part of our firm's Investment Research Team focused on Alternative Investments and report directly to the Deputy CIO. The core responsibilities will be to support the research and due diligence efforts associated with the implementation of our investment process as it relates to investment opportunities in alternative investments, including private equity, venture capital, real estate, credit, real assets and other alternative investments.
Summary of Duties & Responsibilities
- Assist in conducting investment manager research and due diligence
- Review and monitor performance of investment managers
- Assist broader team with inquiries regarding approved investments (ex. close dates, minimum investments, general subscription questions, etc.)
- Ad hoc research projects including capital markets and macro factors
- Undertaking due diligence on investment managers
- Prepare research papers, develop marketing and educational materials, research new offerings in the alternatives space
More specifically you will:
- Collaborate with front line banking and advisory colleagues to identify key customer needs in the Wholesale Investment segment
- Work closely with the Investments Research Team to prioritise investment ideas and strategies
- Research industry trends and market thematics to identify appropriate investment ideas to be presented to the Commonwealth Private Product Committee
- Maintain relationships with key industry participants such as fund managers and other providers of investment products
- Work collaboratively with colleagues in Advisory operations to design and monitor product and portfolio reporting for clients
- Liaise with internal teams in product origination such as Capital markets and Global markets to identify and distribute suitable investment opportunities
- Educate our front line teams on the merits of investment opportunities to support the growth of the advice business
- Present investment strategy and product ideas to both colleagues as well as small and large groups of clients to ensure the ongoing success of the Investment offering
- Support the creation of comprehensive and timely quarterly reports and governance reporting
About you
To be successful you will have:
- Significant (10+ years) experience in financial services / investments
- Tertiary qualification/s in a finance related discipline
- Post graduate qualification/s in finance discipline - highly regarded
- The ability to identify industry trends, market themes and opportunities for investment product and strategies
If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.
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Advertising End Date: 03/03/2024
