We're partnering with a highly regarded Wealth Advisory firm in seeking an Investment Analyst to join a close-knit, very high-performing team. Reporting directly to a Partner, you will play a pivotal role in shaping and delivering strategic Wholesale advice to a portfolio of high-net-worth clients. This role will be involved across a spectrum of asset classes, giving you broad exposure and end-to-end insight into the investment process, rather than being limited to a single vertical.
Key Responsibilities
* Conduct investment research, due diligence and analysis across multiple asset classes
* Prepare reports and support client and portfolio review processes
* Attend fund manager presentations and contribute to discussions
* Maintain accurate client data and ensure compliance requirements are met
Key Requirements
* Proven experience in a similar investment research and financial modelling role
* Strong Excel skills and solid capability across the MS Office suite
* Excellent written and verbal communication skills, with strong interpersonal acumen
* High attention to detail, ensuring accuracy and consistency in all work
For a confidential discussion about the opportunity in further detail, please apply or contact Masood at ***********@candorrecruitment.com.au.
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