At Aequitas Investment Partners, we empower independent financial advisers and AFSLs to scale efficiently and profitably. Through institutional-grade separately managed accounts (SMAs) and robust investment governance frameworks, we simplify investment operations and enable advisers to focus on delivering exceptional outcomes for their clients.
We are a dynamic, fast-growing investment business continuing to expand our investment capabilities, client relationships and operational infrastructure.
About us
At Aequitas Investment Partners, we empower independent financial advisers and AFSLs to scale efficiently and profitably. Through institutional-grade separately managed accounts (SMAs) and robust investment governance frameworks, we simplify investment operations and enable advisers to focus on delivering exceptional outcomes for their clients.
We are a dynamic, fast-growing investment business continuing to expand our investment capabilities, client relationships and operational infrastructure.
Role Overview
We are seeking a highly experienced and strategically minded Principal Asset Consultant to join our investment advisory team. In this senior position, you will provide asset consulting services to dealer groups and financial planning firms, delivering investment strategy, portfolio oversight, and asset allocation advice. You will play a key role in influencing investment outcomes, engaging at board and executive levels, and contributing to firm-wide intellectual capital.
The role is suited to a senior professional with a strong background in asset management or investment consulting, excellent stakeholder management skills, and a commitment to delivering evidence-based, risk-aware solutions.
Key responsibilities
Strategic Investment Advisory
- Lead advisory relationships with dealer groups and financial planning firms
- Provide expert advice on strategic asset allocation, investment policy formulation, governance frameworks, and risk budgeting.
- Represent the firm in investment committee meetings and board presentations, delivering clear and confident recommendations.
- Attract new clients to the firm while retaining existing clients
Portfolio Oversight and Risk Management
- Manage multi-asset portfolios, ensuring alignment with client mandates and performance benchmarks.
- Monitor portfolio performance, market developments, and economic indicators to drive timely strategic decisions.
- Recommend changes to investment structure, manager selection, or allocations in response to macroeconomic or client-specific shifts.
Research and Investment Insights
- Contribute to the development of house investment views and capital market assumptions.
- Evaluate fund managers and products across traditional and alternative asset classes, including private equity, infrastructure, and ESG strategies.
- Produce market commentary, research papers, and analytical tools that support internal and client decision-making.
Leadership and Contribution to Practice
- Provide input and serve on Investment Committees, both internal and client-side
- Contribute to internal investment frameworks, process development, and thought leadership.
- Collaborate across teams to develop innovative, client-centric investment solutions.
Key Qualifications and Experience
- 8+ years of experience in investment consulting, institutional advisory, or asset management.
- Strong knowledge of portfolio theory, investment policy design, capital markets, and institutional governance.
- Demonstrated success managing senior client relationships and presenting to boards or committees.
- CFA designation or postgraduate qualification in Finance, Economics, or a related field highly desirable.
- Outstanding communication and analytical skills, with the ability to convey complex ideas clearly.
Preferred Attributes
- Understanding of global economic trends and their impact on strategic asset allocation.
- Ability to contribute to business development, client retention, and strategic initiatives.
What We Offer
- Influence and autonomy in a senior role working with clients.
- Collaborative, intellectually rigorous culture with a focus on client outcomes.
- Competitive remuneration, ongoing professional development, and flexible working.
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Principal Asset Consultant in Sydney employer: Aequitas Investment Partners
At Aequitas Investment Partners, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. Our commitment to employee growth is evident through tailored professional development opportunities and a supportive environment that encourages independent thinking. Located in a vibrant financial hub, we offer competitive benefits and the chance to make a meaningful impact in the financial services sector, ensuring our team members thrive both personally and professionally.
Contact Details:
Aequitas Investment Partners Recruitment Team
