About Us
We are a leading managed accounts provider experiencing strong growth and expanding our team. Our approach combines disciplined investment management with a client-first service model. We are seeking a motivated, detail-oriented Investment Analyst to support our Investment Team's broad research and portfolio oversight responsibilities.
The Role
As an Investment Analyst, you will have a wide remit — from monitoring macroeconomic conditions, market valuations, and asset-class performance, through to building direct coverage of listed securities. Over time, and depending on your background, you will take on increasing analyst coverage across Australian and/or international equities. You will also be an active participant in Investment Committee meetings and provide support on investment-related queries from our clients.
Key Responsibilities
* Build and maintain stock coverage
* Assist with trade execution and monitoring of investment activity across platforms
* Respond to adviser and platform queries regarding investment strategy and portfolio activity
* Contribute to the enhancement of investment processes, reporting tools, and internal controls
Skills & Experience
* 2–5 years' experience in financial services, ideally within investment management
* Strong attention to detail and a process-driven approach
* Proficiency in financial and investment data analysis, with advanced Excel skills
* Self-starter with strong motivation, ownership mindset, and collaborative approach
* Desirable: CFA studies (commenced or completed) and/or experience using Bloomberg
Why Join Us
* Join a high-growth firm with a collaborative, supportive culture
* Gain broad exposure across investment research including direct equities, managed funds, and asset allocation
* Make an immediate impact in a dynamic, investment-focused environment
* Opportunities for professional development and increased analytical responsibility over time