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The Prospect
Reporting to the
Senior Investment Analyst, Research & Portfolio Management
, you'll play a vital role in the implementation and monitoring of investment strategies across fixed income, cash and externally managed funds. This is a hands-on opportunity to build technical expertise in both
trade execution
and
fund manager research
, while contributing directly to portfolio outcomes in a collaborative buy-side environment.
Key Responsibilities:
Supporting fixed income and cash trade execution
, including government and corporate bonds, cash instruments and FX; monitoring market data/news.
Monitoring and researching external managers
across fixed income and cash funds, contributing to
Approved Product List (APL)
maintenance and new manager recommendations.
Producing performance, attribution and risk reporting
for multi-asset model portfolios and assisting with rebalancing and implementation.
Contributing investment research and insights
, including materials for internal committees and client-facing content.
Collaborating with advisers, Operations and Legal/Risk/Compliance
to ensure efficient implementation, best-execution practices and strong governance.
Maintaining relationships with brokers and investment banks
; undertaking
credit research
as required.
About You
You're analytical, detail-focused and thrive where accuracy and timing matter. You enjoy working across both fixed income trading and manager research, and you're motivated to broaden your exposure across asset classes while operating to high ethical standards.
You have:
A
degree
in finance, economics, commerce or a related discipline (post-grad/CFA progress highly regarded).
3+ years'
experience in financial markets, ideally in
fixed income trading, treasury or fund manager research
.
Genuine interest and knowledge of
fixed income
(essential), with broader interest in macroeconomics and investment markets.
Strong
quantitative, analytical and research
skills with excellent attention to detail.
The ability to manage multiple demands, work effectively under pressure and maintain accuracy under time constraints.
High
integrity
and professionalism, with a commitment to continuous improvement and learning.
Strong
communication and stakeholder
skills to work effectively with advisers and colleagues.
Culture & Benefits
Supportive flexible (hybrid) work arrangements.
Option to purchase up to four weeks' additional leave each year.
Recognised as a WGEA Employer of Choice for Gender Equality.
Ongoing professional training & development (mentoring and study support).
Health & wellbeing allowance and activities.
Work with industry experts in highly specialised roles.
Employee Assistance Program for you and your family.
Annual performance payment (firm and individual performance).
Paid community/volunteer days and award-winning giving program.
Reward & Recognition program and regular team events.
About Us
Mutual Trust is a multi-family office providing integrated wealth services to Australia's most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.
About Our Team
With
220+ staff
across Melbourne, Sydney, Perth and Adelaide, our team enjoys a fun, collaborative culture and diverse roles across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy. We back technical excellence with extensive learning and development.
How to Apply
Please submit your application online including:
A cover letter, and
A detailed résumé (Word or PDF)
Only applicants with permanent residency or without visa restrictions will be considered.
For enquiries, contact
Kate Farmer
on (03) 9605 9645.
#J-18808-Ljbffr
📌 Investment Analyst / Senior Analyst
🏢 @
📍 Melbourne