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Senior Researcher, Impact Investments

Company Name: JBWere
Company Location: Sydney, Australia
Work Type: On-site-only
Job Location: Sydney, Australia
Employment Status: Full-time
Date Posted: June 21, 2024
Apply By: August 28, 2024

Work type: Permanent Full time
Primary position location: 10 Carrington St, Sydney, NSW

Be at the centre of JBWere’s expansion of Impact Investing creating a client focused investment approach to Responsible Investing at scale.

  • Define and create the future of Impact Investing with a well-known trusted brand.
  • More than a career, you will create a beneficial social/environmental impact through your work.
  • Seed capital guaranteed.

In this role, you will 

  • Drive the expansion of the impact investment opportunity set, particularly in private markets, and related impact reporting in JBWere by actively identifying attractive investment opportunities.
  • Deliver high quality research and investment recommendations on Impact Investment opportunities with a view of assessing suitability for inclusion in JBWere’s Approved Product List and in client/model portfolios.
  • Collaborate to deliver the expansion, uplift, and execution of Responsible Investing strategy, including working with stakeholders to drive maturity.
  • Engage on Impact/Responsible Investing topics with clients and other stakeholders, positioning JBWere as a leader in Impact Investing.
  • Support the creation of comprehensive and timely investment and governance reporting.

What you’ll bring 

  • Tertiary qualification in Commerce, Economics or Business with relevant experience in Impact/RI investment along with a post-graduate qualification such as MBA or CFA/CAIA.
  • Deep experience in Impact Investment/RI origination, research, and selection.
  • Hands on portfolio construction incorporating including advanced research, analytical and performance evaluation techniques.
  • A passion for Impact Investing and to be part of a growing team and expanding asset class.

 

About JBWere 

For 184 years we have been delivering sophisticated investment and wealth management solutions to a diverse client base – we strive every day to fulfil our core purpose: to give our clients the confidence to do what matters. At JBWere, we believe success comes from our people. We’re committed to supporting your talent and skills through your career, as you help us build a culture that affects change for our customers – and for the community too.

If you think this role is the right fit for you, we invite you to apply. Let’s have a serious but informal chat about who you are and what drives you. We’d love to share our vision for the future of wealth management.

Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.

A diverse and inclusive workplace works better for everyone 

We know that our people make us who we are. That’s why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all colleagues’ unique backgrounds and identities are understood, respected and celebrated.  We are committed to providing an environment where you can work your way.

For details on the recruitment process, and accessibility, please visit www.nab.com.au/about-us/careers/apply-for-job.  To discuss adjustment requirements, please contact the NAB Careers team, via [email protected] (please reference job number) or visit our Careers page through the link above for other contact options.

Advertised: 21 Jun 2024 6:00 AM AUS Eastern Standard Time
Closing: 28 Jul 2024 11:55 PM AUS Eastern Standard Time

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