Senior Associate | PwC Private Wealth (Investment Research)

PwC Australia is seeking a Senior Associate for its expanding Private Wealth team in Melbourne. The role involves collaborating with experts to provide tailored financial solutions to high-net-worth clients, conducting investment research, and managing stakeholder engagement. Candidates should have over 3 years of investment research experience, strong communication skills, and attention to detail. Flexible work options are available, promoting a work-life balance.
• Collaborate with top experts in our expanding Private Wealth team to deliver tailored financial solutions to high-net-worth clients
• Thrive in a client-centric environment with opportunities for professional growth and development
• Flexible work options - work smarter in a way that suits your lifestyle

About the Role:

Our Private Wealth team is expanding and we’re looking for a Senior Associate to join our vast community of solvers. The Wealth team brings our purpose to life by delivering tailored financial solutions to high-net-worth individuals and families. As part of our team, you'll collaborate with experts in finance, investment, and tax to provide comprehensive and innovative strategies. We pride ourselves on our client-centric approach, building long-term, trust-based relationships while upholding the highest standards of integrity and compliance. If you're passionate about helping clients achieve their financial goals and thrive in a proactive, results-oriented environment, we invite you to explore this exciting opportunity with us.

You’ll help solve complex problems by using your skills working closely with the Wealth Services Investment Committee, including:
• Support with Wealth Investment Committee research related matters and deliverables, including investment insight reports and thought leadership.
• Preparing Wealth Investment Committee Papers, including comprehensive reports that summarise findings, analyses, and recommendations regarding investment funds and asset class reviews.

Manage stakeholder engagement, including:
• Co-ordinate fund manager meeting schedules for the Investment Committee.
• Attend fund manager and research consultant meetings to gather qualitative insights with support from Senior Team members.
• Engagement with various external stakeholders including external asset consultants, and Fund Managers to stay up to date of pending capital calls for Private Market investments.
• In conjunction with Senior team members, assist with due diligence on potential investment opportunities on behalf of clients, including analysing fund manager reports and evaluating market trends to assist clients in assessing the risks and opportunities.
• Contribute to and be an active part of our operational investment infrastructure (including platforms, internal research database,and utilising portfolio modelling software).

In our Private Wealth team, your impact will be seen by:
• Consistently exceeding expectations with an ability to work both independently and collaboratively in a fast-paced environment.
• Proven experience (3+ years) in investment research, with a focus on both public and private assets, preferably within investment research houses.
• Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely.
• High attention to detail and strong organizational skills.
• Cultivating relationships with industry peers and potential clients to expand the firm's influence and reach.
• Upholding the highest standards of regulatory compliance and ethical conduct
• Assisting senior team members in quickly responding to economic shifts and market trends, ensuring clients' strategies remain relevant and effective.
• Utilising advanced tools and platforms to improve efficiency and deliver superior client outcomes.

About PwC:

At PwC, we are a human-led, tech-powered community of solvers. We approach problems with curiosity, collaboration and willingness to challenge the status quo to develop innovative solutions in partnership with Australian businesses and not-for-profits. Together, we strive to make a positive impact and drive meaningful change.

That’s where our people come in. Whether you’re just beginning your career or have plenty of experience under your belt, we believe your unique perspective can help us to deliver valued insights that make a real impact. Here, you’ll be surrounded by peers who have your back and leaders who support you, in an environment that encourages continuous learning and growth.

Your benefits:
• Flexible working arrangements for how, where and when you work, ensuring you thrive while delivering top results for your team and clients
• More opportunities to connect with loved ones, with the ability to work up to four weeks from anywhere in Australia and select international locations
• Health and lifestyle perks like a wellness credit and discounted memberships
• Gender inclusive 26 weeks paid parental leave
• World-class development opportunities to accelerate your career
• Strong mentors, meaningful work and plenty of networking opportunities
• Dress for your day so you can feel confident and comfortable for whatever your day has in store for you

Our commitment to diversity and inclusion:

We empower our people to use their creativity, authenticity and human differences to be champions of change and challenge our thinking. At PwC, we understand that diverse perspectives are necessary for solving complex problems. We believe that for diversity to truly flourish, it must be nurtured in an inclusive environment. That's why we are committed to fostering a workplace where everyone feels valued to thrive.

PwC is committed to making our recruitment processes inclusive, so if you need reasonable adjustments or would like to note which pronouns you use at any point in the application or interview process, please let us know.

Kerrie Edmonds is the Recruitment Manager for the role. As the team experiences high volumes of applications, we appreciate your patience to allow for a timely and fair process for all.

No Agencies Please: We kindly request that recruitment agencies do not submit CVs in response to this advertisement. We are only accepting applications direct from individuals.