Senior Investment Strategist

Posted 4 Days Ago
Be an Early Applicant
3 Locations
Hybrid
Senior level
Angel or VC Firm • Financial Services
The Role
Leads client, competitor, and market intelligence frameworks supporting investment research. Translates internal and external intelligence into actionable insights for client engagement, product strategy, and solution design. Collaborates with Global Client Solutions, Product Strategy and Innovation, and asset-class teams. The role requires expertise in institutional investor behavior, asset allocation, portfolio construction, private and public markets, client segmentation, consultant dynamics, product positioning, and market trends, along with strong qualitative synthesis, data visualization, and executive communication skills.
Summary Generated by Built In

About Us

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. 

Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years.

With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.

For more information, visit ifminvestors.com.

 

The Opportunity

At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.


Business Overview

Our Clients & Strategy team covers Business Development, Investor Relations, External Relations, Product Strategy & Innovation, Sustainable Investment and Brand, Marketing & Communications, including Internal Communications.

It is responsible for all communications to investor prospects, existing investors and their asset consultants, as well as a broad range of other stakeholders, including governments and media.

 

The Role

This role is accountable for leading the development and application of client, competitor and market intelligence frameworks that support IFM’s Investment Research function. The role will translate internal and external intelligence into actionable insights that inform client engagement, product strategy and solution design, working closely with Global Client Solutions (GCS), PS&I and asset class teams.

Your Background and Experience

  • Relevant tertiary qualifications in Economics, Finance or related discipline. Postgraduate study desirable but not essential.

  • 7+ years’ experience in investment strategy, asset consulting, portfolio management investment research or related field.

  • Strong understanding of:

    • institutional investor behaviour across a range of asset owner types (e.g. pension funds, sovereigns, insurers, wealth)

    • asset allocation / portfolio construction frameworks

    • dynamics private vs public markets and implications for portfolio design

  • Strong familiarity with:

    • client segmentation approaches

    • consultant and peer group dynamics

    • product positioning and market trends

  • Strong qualitative synthesis capability and ability to connect disparate data points into insight

  • approaches, decision trees

  • Strong written, data visualization, and verbal communication skills, including ability to produce clear, executivelevel outputs

Ready to invest in what matters?
With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at [email protected]

Skills Required

  • Relevant tertiary qualification in Economics, Finance, or a related discipline
  • Postgraduate study
  • 7+ years of experience in investment strategy, asset consulting, portfolio management, investment research, or a related field
  • Understanding of institutional investor behavior across pension funds, sovereign wealth funds, insurers, and wealth managers
  • Understanding of asset allocation and portfolio construction frameworks
  • Understanding of private and public market dynamics and implications for portfolio design
  • Familiarity with client segmentation approaches
  • Familiarity with consultant and peer group dynamics
  • Familiarity with product positioning and market trends
  • Strong qualitative synthesis and ability to connect disparate data points into insights
  • Strong written, data visualization, and verbal communication skills
  • Ability to produce clear executive-level outputs
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The Company
HQ: Melbourne, VIC
1,534 Employees

What We Do

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years. With assets under management of approximately $243.3 AUD billion (as at 30 September 2025), we prioritise the interests of over 812 institutional investors worldwide. IFM operates from 16 offices across Australia, Europe, North America and Asia. For more information, visit ifminvestors.com.

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