Investment Specialist

About Us

Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $12 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.

Our purpose is to invest for a better world, and we have been pioneers in this space for over 30 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.

Your New Role

As a senior member of our Investment Team, this role will act as the conduit between the investment and client teams to help articulate out investment philosophy, process, strategy, capabilities and purpose. The role will focus on delivering insights into drivers of performance and impact outcomes as well as thought leadership supporting Australian Ethical’s growth objectives by increasing awareness of Australian Ethical as the leading provider of ethical investing.

Key responsibilities include:

Investment Communications and Commentaries 

· Provide thought leadership content to raise the profile of Australian Ethical (AE) and its purpose

· Drive communication on how Australian Ethical delivers competitive financial performance to our clients and positive change to society and the environment

· Communicate the drivers of performance, both standalone and through peer / competitor analysis

· Drive high quality and effective investment messaging, investment commentaries and summaries

· Source information from within the organisation and externally to perform quantitative analysis

 Review of Investment Products and Documentation 

· Help cultivate how investment processes are document and presented with a focus on the articulation and visualisation of the investment process, risk management, and portfolio construction components across Australian Ethical strategies

· Evaluate fund product features, benchmarks and fees in comparison to peers and best practice

· Maintain Investment Philosophy and FSC documents to accurately reflect investment processes, value propositions, and key points of differentiation for the AE brand 

· Understand research/ratings views on products, and identify areas of improvement tor research house communications, presentations and pitch decks

Communication between Investment and Distribution

· Act as the subject matter expert within Investments team, responding to information requests about performance 

· Evaluate the effectiveness of investment messaging and suggest improvements to the current process

· Prepare relevant materials to enhance communication and alignment between investment and distribution teams including contributions to quarterly investment/fund commentaries

About You

You’re an accomplished senior investment / investments sales professional – ambitious and determined, you’re looking for a challenging and rewarding opportunity. You have a deep understanding of investments and how to communicate and position those in an appropriate and purposeful way to meet the needs of our clients. If you have all, or most of the following, we’d love to hear from you:

· 8+ years investment, product and /or client experience in investment management

· A strong working relationship with research / ratings houses and institutional gatekeepers

· Experience presenting to institutional audiences

· Deep understanding of investments including portfolios, markets, processes, drivers and cycles etc

· Outstanding verbal, written and presentation skills with the ability to distil complex information quickly, accurately and meaningfully

· A demonstrated track record of producing high quality articles, reports, presentations and or commentaries

· Exceptional stakeholder engagement skills with the ability to work independently and collegiately

· Systems and reporting experience with Factset, Bloomberg, Morningstar Ratings and Mercer will be highly regarded

· Relevant tertiary qualifications. CFA highly regarded

· You’ll be able demonstrate our values: authenticity, action, empathy, connection and curiosity

Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/

At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status. 

Join the Team

If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!

Please note: Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position.