Founded in 1846 as the Independent Order of Odd Fellows to protect working families, today Insignia Financial Ltd is an ASX Top 200 company and one of Australia’s leading wealth managers.
Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success.
Our goal is to create financial wellbeing for all Australians. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone.
About the role
MLC Private Equity (MLCPE) is a leading PE and VC investor with offices in Sydney and New York. MLCPE manages over $5b of PE and VC assets globally and is part of MLC Asset Management, one of the largest asset managers in Australia. MLCPE provides its investors and clients with customised exposure to global PE and VC assets through its longstanding relationships, deep research capabilities, comprehensive due diligence, and structuring capabilities.
What you'll be responsible for
Sourcing new investment opportunities by identifying and evaluating market opportunities
Select, buy, and sell securities to maximize returns and manage risk, and monitor the performance of investments regularly
Investment Relationship Management
Build and maintain relationships with clients, understanding their investment goals, and presenting investment recommendations
Skills you'll need
Works with others by being open, clear in communication and listening to achieve goals
Copes with changes and ambiguity in varying circumstances and can adapt behaviour effectively
Identifies and synthesizes patterns and trends amongst various sources of information to reach a meaningful conclusion, perspective or insight