Job Description
Step into a high‑impact strategic role where your investment expertise will shape portfolio outcomes and influence key asset allocation decisions across a diverse client base.
In this position, you will play a pivotal role in formulating investment strategy, contributing to portfolio construction, and representing high‑conviction views as part of a respected Investment Committee. You will have the opportunity to work closely with senior leaders, engage directly with sophisticated clients, and contribute to solution design supported by advanced modelling and market insights. This is a role where your expertise is valued, your voice is heard, and your professional growth is backed by an ambitious and collaborative environment.
This role operates on a hybrid model, with three days per week in the office (potentially four during the initial onboarding period to support your transition and settling in).
Your key responsibilities as a Senior Portfolio Manager will include:
- Developing and presenting macroeconomic insights, asset allocation views, and investment strategy recommendations in collaboration with senior leaders.
- Contributing as a voting member of the Investment Committee, helping shape equity strategy, sector structuring, and high‑conviction portfolio positioning.
- Designing, constructing, and optimising client portfolios to align with agreed investment strategies and risk parameters.
- Managing a select group of key client relationships, delivering insights, portfolio updates, and presentations at client events and larger forums.
- Building and maintaining quantitative models and tools that support strategic and dynamic asset allocation decisions.
- Collaborating with internal teams and external fund managers to ensure alignment with portfolio objectives and client outcomes.
You will need the following experience and skills to join us as a Senior Portfolio Manager:
- You will bring at least 10–15 years of experience in asset allocation, investment research, portfolio management, or funds management.
- You will bring strong technical investment expertise, with the ability to develop, articulate, and implement strategies across major asset classes, alongside a natural affinity for equities.
- You will be confident presenting to sophisticated investors and larger audiences, communicating complex concepts with clarity.
- You will have advanced analytical and portfolio construction skills, supported by experience using relevant tools and data platforms.
- You will hold a finance‑related degree, and you may also have postgraduate qualifications such as the CFA, which are highly regarded.
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 join a collaborative, ambitious, and supportive workplace where continuous improvement and professional excellence are highly valued. The environment is flexible and inclusive, encouraging you to balance work and life while contributing meaningfully to shared goals. With a strong focus on learning, development, and open communication, we aim to create a culture where you can thrive, build strong relationships, and grow your expertise.
Benefits
- 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.
