IPM CPM Level 1
IPM-AI
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Shaw and Partners Financial Services is a leading investment and wealth management firm operating across Australia and New Zealand. With over $50 billion in assets under advice, the company combines the personal touch of a boutique firm with the global resources of its parent company, EFG International, which manages over $310 billion in assets. We specialize in tailored advice, investment solutions, financial planning, and corporate advisory services for individuals, institutions, corporates, charities, and family offices. For over 35 years, Shaw and Partners has been committed to integrity, client satisfaction, and delivering value through expert-driven strategies and research. The firm has built strong, long-term relationships by listening to clients and prioritizing their unique needs.
Proficiency in Portfolio Management, Investment Strategy, and decision-making in Australian Equities. Strong Analytical Skills and Finance expertise to evaluate market trends and company performance. Experience with Investments and Trading, including the ability to make informed portfolio adjustments as needed. Excellent communication and interpersonal skills to collaborate with internal teams and present recommendations to clients. Relevant qualifications such as a bachelor's degree in Finance, Economics, or a related field; CFA accreditation is highly regarded. Proven experience in a portfolio management or similar role. Ability to maintain composure in a high-pressure and fast-paced work environment.
Relevant qualifications such as a bachelor's degree in Finance, Economics, or a related field; CFA accreditation is highly regarded. Proven experience in a portfolio management or similar role. Ability to maintain composure in a high-pressure and fast-paced work environment.
Shaw and Partners Financial Services is a leading investment and wealth management firm operating across Australia and New Zealand. With over $50 billion in assets under advice, the company combines the personal touch of a boutique firm with the global resources of its parent company, EFG International, which manages over $310 billion in assets. We specialize in tailored advice, investment solutions, financial planning, and corporate advisory services for individuals, institutions, corporates, charities, and family offices. For over 35 years, Shaw and Partners has been committed to integrity, client satisfaction, and delivering value through expert-driven strategies and research. The firm has built strong, long-term relationships by listening to clients and prioritizing their unique needs.
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