Investment Research Analyst

Investment Reporting & Research Analyst

The Firm

Our client has offices across Australia and are primarily a financial services business with over $5bn in Assets Under Management. This role is in their wealth advisory team, a team that are growing their headcount to enable the continued delivery of excellent quality advice and support to their clients.

The Opportunity

Working directly with Portfolio Managers you will be a core part of daily Investment discussions. The role is a key part of the Portfolio Management and Research team and has been created to provide insight on their APL through analysis and investment reporting on Manager performance and fund valuations.

Key Responsibilities

• Perform regular portfolio maintenance with analysis, reporting and monitoring of listed and unlisted funds that are on the approved product list (APL)
• Maintain accurate investment data
• Assist the team with the research of new listed and unlisted managed funds
• Assist with managing inbound fund manager communications
• Assist with the research and production of investment related materials for Investment meetings
• Provide ad hoc analysis support for the Research and Portfolio Solutions team.

About You

You have a genuine passion for investments and research and be looking to build a career within Investment Management or advice.

What we're looking for:

• A minimum of 2 years’ experience in Investment Management, Wealth Management, Funds Management or Superannuation
• A degree in finance, economics or a related discipline
• CFA participation would be highly regarded
• Excellent communication skills and the ability to engage effectively with key internal and external stakeholders.

Please apply via this advert