_{07th October, 2025}

About Our Client:

Our client is a publicly listed global investment manager offering world-class investment solutions across Australian equities, global equities, alternatives, and real assets. With over A$16 billion in funds under management and offices in Melbourne, Sydney, New York, Miami, and London, our client is recognised for its high-conviction, research-driven approach and commitment to delivering superior long-term outcomes for investors.

The Opportunity:

We are seeking an exceptional Portfolio Specialist – Global Equities to join our client’s growing global team. This role acts as a bridge between the investment team and clients. You will articulate the portfolio manager's investment philosophy, process, and performance across institutional and intermediary audiences globally.

This is an exciting opportunity for a candidate who combines strong investment insight with outstanding communication skills and a passion for markets.

Key Responsibilities:

• Serve as a product and market expert for our client’s Global Equity strategies
• Partner with the distribution team to communicate investment views, portfolio positioning, and performance drivers to clients and prospects
• Represent the investment team in client meetings, roadshows, and conferences
• Develop and contribute to thought leadership materials, including commentaries, reports, and white papers
• Collaborate with marketing, operations, and investment professionals to ensure consistent messaging and high-quality client materials
• Provide insights from client interactions to inform ongoing strategy communication and development.

About You:

You are an articulate and analytical professional who thrives in a dynamic investment environment. You bring credibility with clients and a deep understanding of global equity markets.

Your background likely includes:

• Experience in investment management, ideally within global equities or multi-asset strategies
• Strong knowledge of equity markets, valuation, and portfolio construction
• Proven ability to simplify complex investment ideas into engaging, client-friendly messages
• Excellent presentation, storytelling, and writing skills.
• Experience with institutional and advisory channels
• Familiarity with performance attribution, client reporting tools, and RFP processes
• A degree in Finance, Economics, or a related discipline; CFA designation preferred.

Please apply for this position via the link provided.

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