Add expected salary to your profile for insights.As we continue to grow, we have an opportunity for a Graduate Investment Analyst to join our Financial Planning Team.Working within the Investment Team, which sits within our Financial Planning service offering, the role includes:Preparation of advice documents for client portfolio reviewsMaintaining buy/sell/hold investments recommendations in XPlanDistribution of weekly benchmarks and monthly cash reports to the Advice TeamCoordinating the Investment inbox for client portfolio queries and Financial Planner portfolio analytics requestsManaging the distribution of portfolio reporting and investment notifications to clientsAssisting with share trading for our bespoke portfolio clientsAttending and taking Minutes for external Fund Manager meetingsAssisting with the construction, maintenance, and investment modelling for client bespoke portfoliosCollating research for the Investment Team on investment opportunitiesLiaising with the External Asset Consultants on our Investment Committee.About youRecently graduated with a degree in Business, Finance, Commerce, Commerce/Law or Financial Planning OR have at least 12 months experience in an investment focused roleDemonstrable interest in investments and a desire to specialise in investments long-term within a Financial Planning settingExcellent organisational skills and attention to detailAutonomous, self-directed approach and a strong sense of ethicsAppreciation for the role of technology in the delivery of financial advice.What we will provide for youCompetitive salary with reward and recognition benefitsOpportunity to work in an innovative and growing practiceExperience and insight into the management of a licenseePositive team culture with a vibrant, social atmosphereStudy support initiatives including fee reimbursement and study daysAccess to development programs, mentorship, and technical trainingHealth and wellbeing initiatives including EAP, mental and physical health programs.If you think you are the right fit for Hood Sweeney, register your interest with the Director - People and Culture, Hood Sweeney, PO Box 10517 Adelaide BC SA 5000 or ******.
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