- Act as a senior product and investment specialist, responsible for articulating the investment strategy, performance, and positioning of our funds to institutional clients and consultants.
- Manage due diligence processes, including RFPs, RFIs, consultant ratings, and bespoke investor queries.
- Lead the development of product messaging and investor materials, ensuring clarity, consistency, and alignment with market expectations.
- Be a key relationship manager for institutional clients and asset consultants, representing the product and investment capability with credibility and insight.
- Collaborate with portfolio management, legal, distribution, and marketing teams to ensure product integrity, consistency of messaging, and alignment with investor needs.
- Contribute to fund design, strategy refinement, and market positioning based on investor feedback and market insights.
- Stay across key developments in the superannuation and asset consulting landscape to ensure our offering remains competitive and fit for purpose.
- Provide internal training and insights to ensure commercial teams are equipped to represent the funds accurately and effectively.
- Mentor junior team members and contribute to a collaborative, high-performance culture.
Ideally, you will have some or all of the following qualifications, skills and experiences:
- Minimum 5+ years of relevant industry experience required.
- Strong experience in investment product, investment specialist, or institutional client-facing roles within funds management, superannuation, or asset consulting.
- Deep understanding of the Australian institutional investment landscape, including the needs and decision-making processes of super funds and asset consultants.
- Technical knowledge of unlisted assets (e.g., infrastructure, real assets) and how they contribute to portfolio construction and member outcomes.
- Experience supporting or leading due diligence and consultant engagement processes.
- Familiarity with fund structures, investment mandates, legal documentation, and reporting requirements.
- Excellent written and verbal communication skills – able to explain complex investment strategies clearly and persuasively.
- Strong commercial acumen with a customer-centric mindset.
- Confident using data, reporting platforms, and digital tools to support engagement and communication.
What we offer
- 💰 A competitive salary package including bonus and medical insurance benefits
- ✈️ Extra Annual Leave entitlement
- 🏡 Flexible working
- Ongoing learning and career development opportunities
Octopus Australia has built an exciting and inclusive high-performance culture where employees feel empowered. We also understand the value of diversity, and we are dedicated to creating an inclusive workplace environment. We would welcome people of all backgrounds to apply.
Our Values
At Octopus Australia we don’t just focus on what we do but also how we do it. Everyone to shares our values of being straightforward, helpful, bold and empathetic. Our culture is critical to our success and is built around four principles that underpin how we pursue our goals:
- Be Bold – We like people who make decisions quickly and are OK changing their mind if it turns out there’s a better way of doing things.
- Be Helpful – We like People who behave like it always day one and who remember without our customers there is no business.
- Be Straightforward – We like people who have opinions and express them in a way that’s respectful and easy to understand.
- Be Empathetic – We like people who care about others and take the time to understand different perspectives. It’s about listening, supporting, and creating.
