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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 reviews Maintaining buy/sell/hold investments recommendations in XPlan Distribution of weekly benchmarks and monthly cash reports to the Advice Team Coordinating the Investment inbox for client portfolio queries and Financial Planner portfolio analytics requests Managing the distribution of portfolio reporting and investment notifications to clients Assisting with share trading for our bespoke portfolio clients Attending and taking Minutes for external Fund Manager meetings Assisting with the construction, maintenance, and investment modelling for client bespoke portfolios Collating research for the Investment Team on investment opportunities Liaising with the External Asset Consultants on our Investment Committee. About you
Recently graduated with a degree in Business, Finance, Commerce, Commerce/Law or Financial Planning OR have at least 12 months experience in an investment focused role Demonstrable interest in investments and a desire to specialise in investments long-term within a Financial Planning setting Excellent organisational skills and attention to detail Autonomous, self-directed approach and a strong sense of ethics Appreciation for the role of technology in the delivery of financial advice. What we will provide for you
Competitive salary with reward and recognition benefits Opportunity to work in an innovative and growing practice Experience and insight into the management of a licensee Positive team culture with a vibrant, social atmosphere Study support initiatives including fee reimbursement and study days Access to development programs, mentorship, and technical training Health 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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