Investment Research Analyst
About the Role:
We are seeking a highly skilled Investment Research Analyst to join our Investment Management & Research (IMR) team. The successful candidate will be responsible for managing ongoing governance of the investment menu, including assets addition, monitoring and surveillance, and removal. They will also manage IMR quantitative requirements, including maintaining systems and data quality.
Key Responsibilities:
* Conducting external investment manager reviews as required
* Preparing written recommendations and analysis
* Delivering Investment Committees related reporting and fulfilling regular work plans
Requirements:
* Tertiary qualification in financial services related disciplines or relevant industry certification
* Knowledge and understanding of platform financial products and their use by clients and advisers
* Understanding of Responsible Entity for registered Managed Investment Schemes and Superannuation Trustee regulations
* Working knowledge of fund manager quantitative analysis and investment stress testing
* Excellent management of time and activities, with attention to detail
* Strong communication skills, with ability to prepare reports and communicate complex concepts
Benefits:
* Opportunity to work with a leading wealth management company
* Competitive salary and benefits package
* Flexible working arrangements, including hybrid working policy
* Access to professional development opportunities, including further education and training
Life at Our Company:
Our company values diversity and inclusion, and we actively support internal mobility. We offer a range of benefits designed to support the health and well-being of our employees, including family-friendly workplace policies, wellness and lifestyle perks, and employee resource groups.