Investment Analyst
Add expected salary to your profile for insights Established in 2003 on a foundation of innovation and passion, Conquest... more info
Investment Research Analyst
Salary:
80.00 - 100.00
Posted:
04-02-2025
Category:
Investing Investment Banking, Risk Management Quantitative Analy
Melbourne,
Job Description
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 #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 04-02-2025
Category: Investing Investment Banking, Risk Management Quantitative Analy
Melbourne,
Related Jobs
Graduate Investment Analyst
Kickstart Your Career as a Graduate Investment Analyst! Are you a recent graduate excited to explore the world of finance?... more info
Investment Data Analyst
To produce timely and accurate gold-copy investment data per assigned data domain with a focus on operational efficiency... more info
