Senior Portfolio Manager – Equities

About the Opportunity

An outstanding senior opportunity exists for an experienced investment professional to join a highly regarded investment organisation managing substantial global equity mandates and investment programs. This role sits within a highly regarded investment team and will play a key part in shaping global equity investment outcomes through manager research, portfolio implementation, investment monitoring, and strategic investment initiatives. The position offers a unique combination of investment research, portfolio construction, manager selection, and stakeholder engagement, providing exposure to complex investment decisions across global markets.

Responsibilities

• Identifying, researching, and assessing global equity investment opportunities
• Leading and supporting external manager due diligence and selection processes
• Monitoring investment managers and evaluating portfolio outcomes
• Contributing to portfolio construction, implementation, and transition activities
• Preparing investment papers, recommendations, and research for senior decision-makers
• Presenting insights and recommendations to investment committees and governance forums
• Partnering with operations, risk, legal, compliance, and performance teams on investment-related matters
• Supporting and mentoring junior investment professionals
• Contributing to broader investment research, portfolio strategy, and market initiatives

About You

We are interested in speaking with experienced investment professionals who bring a combination of strong analytical capability, commercial judgment, and investment insight. You may currently be working within:

• Institutional investment organizations
• Asset managers and investment boutiques
• Asset owners and long-term capital allocators
• Multi-manager and manager research platforms
• Investment consulting and advisory firms

To be successful, you will likely possess:

• 10+ years' experience across equities, portfolio management, manager research, asset allocation, or broader investment management
• Strong understanding of fundamental equity research, security selection, and investment decision-making
• Exposure to global equity markets and investment manager assessment
• Familiarity with quantitative investment approaches and portfolio construction concepts
• Strong communication and presentation skills
• The ability to influence stakeholders and communicate complex investment concepts clearly
• A collaborative approach and desire to contribute positively within a high-performing team environment

Benefits

Why Consider This Opportunity?

• Rare Brisbane based opportunity to join a highly regarded investment team in a senior equities-focused role
• Exposure to significant global equity portfolios
• Broad role spanning investment research, portfolio strategy, and implementation
• High-caliber investment team and leadership group
• Opportunity to influence investment outcomes while continuing to develop your own expertise
• Long-term career pathway within a sophisticated investment environment

About Company

For a confidential discussion, please contact Haydn Furness or Jade Blackburn at Perigon Group.

Email: haydn.furness@perigongroup.com.au, jade.blackburn@perigongroup.com.au