Be an instrumental driver of our Private Wealth research team, collaborating to deliver bespoke investment consulting services to ultra-high-net-worth clientsThrive in a client-centric environment with opportunities for professional growth and developmentFlexible work options - work smarter in a way that suits your lifestyleAbout the Role:Our Private Wealth team is expanding, and were looking for a Senior Manager to join our vast community of solvers. The Wealth team brings our purpose to life by delivering tailored financial solutions to ultra-high-net-worth individuals and families. As part of our team, youll co-ordinate and drive our investment research team, collaborating with fund managers, research houses and asset consultants to provide comprehensive and innovative strategies. We pride ourselves on our client-centric approach, building long-term, trust-based relationships while upholding the highest standards of integrity and compliance. If you''re passionate about helping clients achieve their financial goals and thrive in a proactive, results-oriented environment, we invite you to explore this exciting opportunity with us.Youll help solve complex problems by using your skills working closely with the Wealth Services Investment Committee, including:Oversee the Wealth Investment Committee research related matters and deliverables, including investment insight reports and thought leadershipPreparing Wealth Investment Committee Papers, including comprehensive reports that summarise findings, analyses, and recommendations regarding investment funds and asset class reviewsManage investment committee stakeholder engagement, including:Coordinate fund manager meeting schedules for the Investment CommitteeAttend fund manager and research consultant meetings to gather qualitative insightsEngagement with various external stakeholders including external asset consultants, and Fund ManagersIn conjunction with Senior team members, assist with due diligence on potential investment opportunities in public and private markets on behalf of clients, including analysing fund manager reports and evaluating market trends to assist clients in assessing the risks and opportunitiesContribute to and be an active part of our operational investment infrastructure (including platforms, internal research database, and utilising portfolio modelling software)In our Private Wealth team, your impact will be seen by:Consistently exceeding expectations with an ability to work both independently and collaboratively in a fast-paced environmentProven experience (6+ years) in investment research, with experience in both public and private assets, preferably within investment research housesExcellent written and verbal communication skills, with the ability to present complex information clearly and conciselyHigh attention to detail and strong organizational skillsUpholding the highest standards of regulatory compliance and ethical conductAssisting senior team members in quickly responding to economic shifts and market trends, ensuring clients'' strategies remain relevant and effectiveUtilising advanced portfolio modelling tools and platforms to improve efficiency and deliver superior client outcomesAbout PwC:At PwC, we are a human-led, tech-powered community of solvers. We approach problems with curiosity, collaboration and willingness to challenge the status quo to develop innovative solutions in partnership with Australian businesses and not-for-profits. Together, we strive to make a positive impact and drive meaningful change.Thats where our people come in. Whether youre just beginning your career or have plenty of experience under your belt, we believe your unique perspective can help us to deliver valued insights that make a real impact. Here, youll be surrounded by peers who have your back and leaders who support you, in an environment that encourages continuous learning and growth.Your benefits:Flexible working arrangements for how, where and when you work, ensuring you thrive while delivering top results for your team and clientsMore opportunities to connect with loved ones, with the ability to work up to four weeks from anywhere in Australia and select international locationsHealth and lifestyle perks like a wellness credit and discounted membershipsGender inclusive 26 weeks paid parental leaveWorld-class development opportunities to accelerate your careerStrong mentors, meaningful work and plenty of networking opportunitiesDress for your day so you can feel confident and comfortable for whatever your day has in store for youOur commitment to diversity and inclusion:We empower our people to use their creativity, authenticity, and human differences to be champions of change and challenge our thinking. At PwC, we understand that diverse perspectives are necessary for solving complex problems. We believe that for diversity to truly flourish, it must be nurtured in an inclusive environment. That''s why we are committed to fostering a workplace where everyone feels valued to thrive.PwC is committed to making our recruitment processes inclusive, so if you need reasonable adjustments or would like to note which pronouns you use at any point in the application or interview process, please let us know.Kerrie Edmonds is the Recruitment Manager for the role. As the team experiences high volumes of applications, we appreciate your patience to allow for a timely and fair process for all.No Agencies Please: We kindly request that recruitment agencies do not submit CVs in response to this advertisement. We are only accepting applications direct from individuals. #J-18808-Ljbffr
Job Title
Senior Manager, Private Wealth