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Senior investment analyst - 9 month ftc

Kaizen Recruitment
Investment Analyst
EUR 150,000 a year
Posted: 7 February
Offer description

Kaizen Recruitment are partnering with a long established funds management firm headquartered in Melbourne who are seeking a Senior Investment Analyst on a 9 month fixed-term contract, reporting to the Head of Investment Governance. The role will involve leading primary research and monitoring for managed fund approvals and ETFs across third-party platform super funds. Key Responsibilities of the Senior Investment Analyst include: Lead due-diligence on managed funds/ETFs/Trusteed Directed Products (TDPs) in all areas i.e. people, process, risk, capacity etc. Prepare investment memos with clear evaluation and recommendations Manage remediation actions and identify early warning indicators Build and interpret dashboards using Morningstar Direct and internal data Analyse TDP menus and prepare commentary/recommendations Engage platforms on data quality, fee changes and reporting timelines Key Requirements of the Senior Investment Analyst include: At least 5 years' experience in a relevant field i.e. Platform Investments (Superannuation/Asset Owner), Multi-Asset/Manager selection, Manager Research etc. High proficiency with Morningstar Direct and Excel/Power Query for analysis Strong familiarity with APRA standards/guidelines and super platform dynamics CFA/CAIA qualification or progress within this is preferred Strong investment judgement and communication ability is key If you are interested in this role, apply now with your CV or contact Sean at sean@kaizenrecruitment.com.au.

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