Investment Consultant: Client Strategy & Portfolio Insights …, Melbourne

Play a pivotal role in connecting investment strategy, portfolio insights, and client outcomes in a dynamic and growing investment consultancy environment. This is a highly visible role where you will work at the intersection of portfolio management, research, and client engagement. You will have the opportunity to influence investment decisions, collaborate with experienced professionals, and translate complex market insights into meaningful guidance for clients. With exposure to investment committees, portfolio strategy, and client-facing work, this role offers a strong platform for career growth within a high‑performing and collaborative team. Your key responsibilities as an Investment Consultant will include:
- Preparing for and participating in client and investment committee meetings, supporting discussions with insights and analysis.
- Managing and developing relationships with nominated clients, acting as a key point of contact for investment‑related matters.
- Producing client materials, including presentations, reports, RFP responses, and portfolio commentary.
- Supporting portfolio execution, monitoring performance, and ensuring alignment with mandate compliance and investment strategy.
- Conducting research on fund managers and asset classes, maintaining up‑to‑date market knowledge and contributing to manager selection.
- Collaborating with internal teams, including sales and portfolio management, to support client solutions and business development activities. You will need the following experience and skills to join us as an Investment Consultant:
- You will have 5–10 years of experience in consulting, investment research, financial planning, or funds management.
- You will have a strong interest in financial markets, with knowledge of asset allocation, portfolio construction, and investment structures.
- You will demonstrate excellent communication and relationship‑building skills, with confidence engaging clients and stakeholders.
- You will be highly organised, with strong time management skills and the ability to manage multiple priorities effectively.
- You will hold a finance‑related degree, and you may also have postgraduate or industry qualifications such as CFA, FRM, or CAIA. Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients! You will be part of a cooperative and inclusive team that values expertise, initiative, and continuous improvement. The work environment supports flexible working arrangements and encourages open communication, professional development, and knowledge sharing. With a strong focus on teamwork and innovation, you will be empowered to contribute ideas, build relationships, and grow your career in a supportive and forward‑thinking setting. Advantages
- The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
- A pleasant, ambitious and professional working climate with good opportunities for further development
- A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
- Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
- Eligibility of discretionary bonus
- 4 days study leave per annum
- $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
- A range of wellbeing offerings and discounts on everyday spending
- Flexible work options under our Versatile Work Practices Apply now and we'll aim to get back to you with feedback within 5 working days. Apply on Kit Job: kitjobau.com/job/3r2zjj