Investment Analyst - Research and Performance ReportingThe Firm
Our client has offices across Australia and is primarily a financial services business with multiple service offerings.
This role is in their wealth advisory team, which is growing its headcount to enable the continued delivery of excellent quality advice and support to their internal and external clients.
Working directly with Portfolio Managers, you will be a core part of daily investment discussions.
The Opportunity
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 are 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.
Only applicants with permanent residency or without visa restrictions will be considered.
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