Portfolio Manager

About the Opportunity

A unique opportunity exists for an analytical Portfolio Manager to join a well-established private family office representing an ultra-high-net-worth family with a long-standing commitment to both wealth preservation and philanthropy. The family office manages a globally diversified investment portfolio across various asset classes.

Responsibilities

• Investment Portfolio Management
• Investment Reporting
• Philanthropic Activities

About You

The successful candidate will be an intellectually curious and commercially minded investment professional with the following qualifications and skills:

• 6–10 years' experience in investment management
• Demonstrated experience overseeing diversified multi-asset portfolios
• Strong understanding of portfolio construction, asset allocation, and risk management
• Experience conducting manager due diligence and assessing investment opportunities
• Advanced financial modeling, analytical, and reporting skills
• Bachelor's degree in Finance & Accounting
• CFA or CAIA qualifications highly regarded
• High integrity, professionalism, and discretion
• Strong communication and stakeholder management skills
• Collaborative, self-motivated, and comfortable operating in a lean environment
• Naturally curious with a passion for markets, investing, and continuous learning

Eligibility

Applicants must have full working rights in place for Australia to be considered for this opportunity.

About Company

For a confidential discussion contact Adam Taylor-Campbell at ataylor-campbell@jmes.com.au.