Fidante are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams. Fidante is a multi-boutique investment manager, wholly owned by Challenger Limited an ASX-listed investment management firm managing $105 billion in assets (as at 30 June 2023).

We achieve our goals by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.

Are you an experienced investment professional with a passion for effective communication and a drive to support business growth?
If so, we have a unique opportunity for you! We're seeking an experienced Senior Investment Specialist to join our Distribution Investments team at Fidante and play a pivotal role in maximizing engagement with our clients, supporting business retention, and driving growth.
We work flexibly from our Sydney CBD Office where you can expect to work 3 days in the office and 2 days from home.

About the role:

The Distribution Investments team is responsible for raising capital across Fidante Partners’ investment affiliates and the management of client relationships across Wholesale, High Net Worth, and Listed Markets. This role will work closely with the individual Business Development Manager’s in providing specialist support to aid the team’s capital raising efforts with key clients across retail IFA’s, HNW advisors, and research consultants. This role will also engage closely with our Marketing Managers and the respective affiliate businesses to build and develop collateral and content for the respective affiliate partners.

Distribution builds relationships with financial intermediaries, in order to grow our funds under management of Fidante Partners suite of products. Degree in Finance, Business, Economics or Commerce. Further study such as CFA would be viewed favourably.

Join a diverse community of experts who share your passion for excellence. Our teamwork-driven culture fuels creativity and collective success. Contribute to projects that matter. Your efforts will directly support the success of our affiliate partners and drive positive outcomes for Fidante.

As an Investment Specialist you will:

Build relationships: Become a trusted business partner to portfolio managers and analysts with the ability to represent all aspects of their investment strategy and processes to key stakeholders (e.g. Fidante teams) and clients.
Research and Analysis: Engage in investment research projects, producing written reports and whitepapers that contribute to client retention and growth.
Developing and Coaching Others: Demonstrating ongoing commitment to foster the learning and development of others. Focusing on the development and coaching of individuals.
Support Business Growth: Collaborate with Fidante's distribution, product, and marketing teams to leverage their capabilities, ensuring the success of our fund managers and positioning them competitively in the marketplace.
Portfolio Analytics: Work closely with selected investment teams to develop client and consultant presentation materials, including attribution and portfolio characteristics as well as showcasing philosophy, process, and performance.

Role Requirements:

Qualifications: Degree in Finance, Business, Economics or Commerce. Further study such as CFA would be viewed favourably.
Experience: The role requires well developed skills in written communication, portfolio analysis and a solid technical knowledge of investment markets. 7-10 yrs experience within related field.
Effective Communication: Able to present ideas effectively to individuals or groups (including non-verbal communication and use of visual aids). Targeting presentations to the characteristics and needs of the audience.
Developing and Coaching Others: Demonstrating ongoing commitment to foster the learning and development of others. Focusing on the development and coaching of individuals.
Influencing: Using appropriate styles and methods to persuade, convince, influence, or impress others to gain support for or agreement to an idea or concept.
Flexible Approach: Ability to structure work hours to meet team and stakeholder needs, ensuring we deliver the best results.

Working at Challenger means being part of a diverse, connected team that has fun and loves what they do. We’re small enough, but big enough to accelerate bold ideas, realising what’s possible for our customers and partners.  

At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment including.  

Discretionary bonus scheme. 
Eighteen weeks paid leave for all new parents.  
Flexibility on when, and how, parental leave is taken.  
Challenger Day – one extra day off every year in recognition of the effort our people make.  
Additional support leave (fertility treatment leave, gender affirmation leave).  
Extra superannuation contributions.  
Employee share plan.

Visit our benefits page for more information https://www.challenger.com.au/about-us/careers/our-benefits  

We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.

We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.

Job type:

Permanent

Posting Close Date :

07/02/2025

Fidante

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Senior Investment Specialist, Fidante