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Senior Investment Management Consultant

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Job Description

Our client is one of Australia's trusted names in the financial services market. With a vision to one of the nation's favourite financial services company, their aspirations are driven by their personal and relationship-based approach. They believe that their success is driven by the quality and experience of talented people working together to deliver optimum client investment outcomes to the Australian, New-Zealand and international markets.

The Opportunity

An opportunity has arisen for a Senior Investment Management Consultant (SME, Investment Management) to work closely with Senior Management to design a transformation program for a new investment management Target Operating Model. The role is critical in building the operational investment management capability within the company.

Key Accountabilities

  • Defining, articulating and documenting the requirements and details of a transformation program to establish the investment management capability across all front office functions, the main ones being

    • Exposure management and rebalancing

    • Portfolio construction

    • Manager selection

  • Research, review, identify and provide expertise on operational processes, policies and integrated systems (SAS)

  • Collaborating with relevant internal and external stakeholders, delivery teams and vendors

To be successful in this role you will have

  • Demonstrated experience in investment management/compliance/control/risk management

  • Direct experience in implementing exposure management and rebalancing is essential

  • Portfolio construction and manager selection experience is ideal

  • Strong understanding of investment processes, operational requirements, and regulatory environment

  • Experience in driving strategic and large-scale transformation programs

  • Experience in building operational investment functions

  • Strong interpersonal, stakeholder management and influencing skills

  • CFA, Actuarial or other relevant investment related qualifications

Why Apply?

  • Being part in setting up a new function of the business

  • Work within an organization aimed at empowering employees

Your next steps

Please note - this is a senior role and it is essential to have implementation experience in operational exposure management and rebalancing. If you would like to take the challenge and take that next step, then please Apply. Alternatively please ring Agnes Villanyi at Parity Consulting on 0405 395 021 for a confidential discussion.


Whether you are a sports fanatic, shark diver or part time antique collector, we celebrate youruniqueness.

Parity consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.

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