Investment Research and Consulting Manager

3 days ago


Indiana, Pennsylvania, United States ausbil Full time

Ausbil is a leading Australian investment manager. Established in 1997, Ausbil's core business is the management of Australian and global equities for major superannuation funds, institutional investors, master trust, and retail clients.

Ausbil is owned by its employees and indirectly by New York Life Investment Management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.

Your New Role:

We are seeking a seasoned professional to join our Distribution Team as an Investment Research and Consulting Manager. The role will primarily focus on expanding sales and market share for Ausbil and its affiliates by supporting its suite of Australian and Global Equity investment products.

Key Responsibilities:

  • Manage relationships with Australian wholesale research houses, independent consultants, and platforms.
  • Prepare our investment team for research house and dealer group reviews.
  • Review draft reports and work with respective researchers to ensure the best outcomes.
  • Collaborate with wholesale consultants and dealer groups to achieve positioning on Approved Product Lists and Models.
  • Add value to the Wholesale product strategy and pipeline.
  • Work closely with NYLIM affiliates, including MacKay Shields and Candriam, to facilitate the distribution effort into our wholesale client base.

About You:

You will ideally have 5-10 years of industry experience and hold a relevant Business or Economics degree. You will also possess:

  • Excellent communication, presentation, and persuasion skills.
  • Highly effective relationship management and business development skills.
  • Depth of knowledge with respect to financial markets, financial products, and markets.
  • Understanding of wholesale research houses and/or institutional asset consultants.
  • Ideal candidates will have existing relationships with research houses and asset consultants.

Diversity & Inclusion at Ausbil:

Ausbil is committed to creating an inclusive workplace where differences and unique perspectives are encouraged and valued. We welcome candidates from diverse backgrounds to apply.



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