Bout the firmBoutique Wealth and Tax Advisory firm (25+ staff) that focuses on advisory services for Ultra High Net Worth Clients ($20M+ investments)including founders, executives, private business and family groups.
About the roleWork in the Investment Committee as an Investment Analyst directly supporting the Director. This will be a varied role where you will research multi asset classes for each unique client whether that be debt funds, infrastructure investments, private equity, private debt, etc.
This role is ideal for someone who thrives in a low-volume, high-impact environment, enjoys deep analytical work, and is seeking exposure to high-value clients and leading fund managers.
Responsibilities
* Conduct investment research, due diligence and analysis across multiple asset classes
* Research different asset classes be it; debt funds, stocks, infrastructure investments, private equity, shopping centres, etc
* 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
* Contribute to investment research and analysis activities including due diligence on investments
* Assist in the review of client investment portfolios
* Focus on personal and professional development, study costs are covered.
Experience
* Must have 2+ years experience as an Investment Analyst; Investment Committee experience highly regarded
* CFA candidates highly regarded
* 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
Why join us:
* Work with Australia's most sophisticated family offices and complex structures
* Team Performance Bonus - 15%
* Clear career development pathways and training
* Hybrid working arrangements
* $3,000 annual study allowance
Click Apply or email your resume to for a confidential discussion about the opportunity