Ta lista zawiera jedynie kraje, dla których opublikowano oferty pracy w wybranym języku (np. we francuskiej wersji wyświetlane są tylko oferty pracy napisane po francusku, a w angielskiej – tylko te po angielsku).
We’re looking for a Senior Investment Analyst to join our Manager Research team in either Melbourne or Sydney. This permanent, full-time position offers a hybrid work arrangement and presents an exciting opportunity to contribute to in-depth managed funds product research that drives key decisions for financial advisers and investors. The Senior Investment Analyst plays a dynamic role in delivering in-depth managed funds product research to financial advisers and other stakeholders. The analyst will engage with a diverse array of asset classes as required by the Sector Manager. This may include Australian and Global Equities, Fixed Income, as well as Alternatives and various product structures, such as Listed and Unlisted Managed Funds, Listed Investment Companies, Listed Investment Trusts, and other Exchange Traded Products.
Obowiązki:
Conduct in-depth analysis of managed funds products, turning complex data into clear, actionable insights
Interview investment managers and assess product performance, preparing detailed reports
Create Fund Review and industry outlook reports, and communicate findings with clients
Contribute to our research process through participation in ratings committees and by sharing innovative ideas
Represent the team at industry conferences and PD days, delivering research insights to a broader audience
Wymagania:
7+ years of experience in investment research
Passion for financial markets and qualitative analysis
Background in sectors such as research houses, stockbrokers, financial advice firms, fund managers, superannuation funds, platform governance, or dealer groups
Skilled in manager research, including reviews of equities managers
Generalist approach comfortable across various asset classes and investment styles
Proficient in separately managed accounts (SMAs) and alternative investments, with a focus on private markets
Experienced in operational due diligence and capable of assessing fund structures and investment processes
Strong communication skills, able to conduct detailed interviews and deliver clear, engaging presentations
Able to simplify complex financial concepts into precise and actionable insights
Highly organized with a firm understanding of investment markets, macro trends, and asset class dynamics
Team-oriented but equally capable of working independently and managing competing priorities
Undergraduate Degree
Must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident)
Mile widziane:
Certified Investment Management Analyst (CIMA)
CFA
Master of Business Administration / Economics / Commerce / Applied Finance
RG146 accreditation - mandatory if the incumbent is to be named as author on published research reports
Co oferujemy:
Ongoing flexible working arrangements
Family friendly work-life balance
Paid parental leave
Volunteer and Study leave
Genuinely open and supportive culture with an approachable executive team
Ongoing training and professional development
Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
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