Head of Investment Strategy

• Lead and manage a highly qualified investment strategy team
• Build strategic workforce capabilities across the business
• Contribute to ANZ purpose and strategy

About The Role

Role Location: Melbourne or Sydney

Role Type: Permanent, Full time

You will lead and manage a highly qualified investment strategy team through role-modelling and driving a values-led, accountable culture across your business.

You will be responsible for the end to end management of the ANZ Private Banking and Advice (PB&A) discretionary portfolios and investment communication. The role will work closely with the boarder ANZ PB&A’s Chief Investment Office team and external consultants to provide oversight on the construction and management of portfolios aligned to the investment objectives of each portfolio. In addition to this, the Head of Investment Strategy is expected to work closely with frontline to help build and support the growth of the business within PB&A’s Chief Investment Office’s distribution network by delivering investment content, insights and updates both face to face and in writing.

Your key priorities and responsibilities include:

• Drive growth in Funds Under Management (FUM) by contributing client presentations to retain and drive new business acquisition mandated clients.
• Manage Tactical Asset Allocation (TAA) and House View decisions to ensure optimal portfolios are delivered.
• Manage frameworks for the monthly investment strategy meetings taking all relevant inputs and ensuring the required outputs and messages are delivered.
• Contribution to the overall leadership and culture of the Investment Office.
• Ensure compliance with all asset allocation mandate provisions and relevant laws & regulations.
• Identification and avoidance of significant business and financial risk 

About You

To grow and be successful in this role, you will ideally bring the following:

• Extensive and proven portfolio management experience and track record relevant to “manage-the-manager” investment; portfolio construction and review  
• Finance or Economics Degree, with industry relevant post graduate qualification, Masters or CFA preferred
• Solid academic background in financial theories, principles, and concepts commonly used in investments.
• Excellent client relationship management skills
• Resilient, fast paced with a strong growth mindset
• Ability to build productive relationships with team members and clients
• Ability to identify, monitor and manage risks, issues and dependencies, agreeing appropriate risk responses

About ANZ

ANZ is a great place to grow. We know our people look to their leaders to understand what is and isn’t valued. 

Developing a growth mindset is at the heart of our culture. It means we actively encourage people to try new things so we can improve. With effort, we can all learn and grow. 

We ask our leaders to practice daily leadership behaviours – things like connecting with empathy, empowering people, growing people selflessly, being curious and creating shared clarity. These are the leadership behaviours we need to transform ANZ. We support our leaders with tools, tips and online coaching.  

ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. If you are a candidate with a disability, let us know how we can provide you with additional support.

Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics.

We work flexibly at ANZ. Talk to us about how this role can be flexible for you.

To find out more about working at ANZ or to view other opportunities visit www.anz.com/careers. You may apply for this role by visiting ANZ Careers and search for reference number AUS131123