Why This Role Stands Out
You'll have the opportunity to shape the future of listed equities strategy and drive innovation in research as Head of Listed Equities and Deputy CIO. This leadership role offers significant impact and career growth within a highly reputable organization, perfect for an experienced investment professional ready to lead and transform. Embrace this chance to make a strategic difference while enjoying the flexibility of a hybrid work environment.
Quick Overview
Job Description
- Lead the listed equities function across domestic and global markets
- Partner directly with the CIO and act as Deputy CIO across strategic initiatives
- Transform research capability through technology, innovation and scalable insights
- Lead the listed equities function across domestic and global markets
- Partner directly with the CIO and act as Deputy CIO across strategic initiatives
- Transform research capability through technology, innovation and scalable insights
Our people are customer obsessed. They work in close partnership to prioritise customer needs and deliver exceptional outcomes. This collaborative mindset enables innovation and builds enduring customer relationships supporting our ambition to be the most customer centric company in Australia and New Zealand.
In the role of Head of Listed Equities and Deputy CIO, you will work closely with our Private Wealth & JBWere team, contributing to key business priorities, member of CIO Office investment committees and continuously improving how we serve our clients.
You'll make an impact each day by:- Develop and own the CIO Office's listed equities strategy and market positioning
- Lead sector allocation, thematic investing and manager selection frameworks
- Drive transformation from traditional stock research to strategy-led portfolio insights
- Deliver market commentary and thought leadership to advisers and clients
- Lead a team of investment professionals while influencing enterprise-wide investment decisions
- Act as Deputy Chief Investment Officer
- Deep expertise in domestic and international equity markets and portfolio construction
- Demonstrated success in leading investment research and strategy functions
- Strong understanding of active and passive manager selection frameworks
- Proven ability to lead change, transformation and technology adoption
- Significant experience across research, portfolio management or investment strategy
We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all JBWere colleagues' unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.
For details on the recruitment process, and accessibility, please visit To discuss adjustment requirements, please contact the NAB Careers team, via (please reference job number) or visit our Careers page through the link above for other contact options.
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