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Investment Specialist
Morningstar. Drive managed portfolio net flow and funds-under-management growth .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment management and business development, with a strong focus on building adviser relationships and driving portfolio growth. Proficient in delivering market insights and investment education to enhance adviser engagement and client partnerships.
Highest-signal resume keywords
Investment ManagementBusiness DevelopmentAdviser Relationship ManagementPortfolio ConstructionCFA Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Managed AccountsAsset AllocationPortfolio AnalysisInvestment PlatformsMarket InsightsThought LeadershipPresentation DevelopmentInvestment EducationBehavioural Finance Concepts
Soft Skills
Commercial AcumenInfluencing SkillsCommunication SkillsPublic SpeakingPrioritization
Certifications & Qualifications
CFA DesignationRG146 Certification
Industry Keywords
Funds-Under-ManagementClient PartnershipsAdviser EngagementInvestment PhilosophyManaged Portfolio Solutions
About the role
Key responsibilities & impact- Drive managed portfolio net flow and funds-under-management growth
- Acquire new adviser and licensee relationships and expand existing client partnerships
- Increase adoption, retention and share of wallet
- Strengthen adviser engagement through investment education and strategic relationship management
- Resolve investment-related challenges proactively
- Represent Morningstar's investment capabilities at client meetings, conferences, webinars, licensee events and industry forums
- Deliver market insights, portfolio updates and thought leadership
- Act as a subject matter expert on Morningstar's investment philosophy, managed portfolio solutions and market views
- Support advisers and internal stakeholders with investment insights
- Collaborate with Sales, Product and Investment teams to identify growth opportunities and provide client and market feedback
- Develop presentations, market updates, portfolio commentaries and thought leadership content
Requirements
What you’ll need- Demonstrated success in investment management, managed accounts or wealth management business development roles
- Proven track record of converting adviser relationships into revenue and asset growth outcomes
- Strong commercial acumen and ability to identify business growth opportunities
- Experience with managed accounts, managed portfolios, model portfolios or investment platforms highly regarded
- Ability to build credibility and influence with advisers, practice owners, investment committees and licensee stakeholders
- Strong investment background, including asset allocation, portfolio construction and manager analysis
- Ability to communicate complex investment and behavioural finance concepts practically to financial advisers and practice principals
- Ability to prioritise in a fast-paced environment and meet deadlines and service standards
- Excellent presentation, public speaking and written communication skills
- Bachelor's degree in Finance, Commerce, Economics or related discipline preferred
- CFA designation or relevant postgraduate qualifications highly regarded
- RG146 Certification
Benefits
Comp & perks- Hybrid work environment with regular in-person collaboration
- Flexible work options as needs change
- Tools and resources to engage meaningfully with global colleagues
- Domestic and international travel opportunities