3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Bellmont SecuritiesWe are a fast growing, boutique Investment Manager, operating in the rapidly growing managed account space. We work with independent financial advice businesses across the country, looking after both multi-asset and Australian equity SMA's and MDA's. As a result of strong business growth we are looking to build our team with an internal multi-asset Investment Consultant.The role will see the successful candidate work with our research team to build and manage our growing suite of managed account portfolios, and help service our managed portfolio clients (financial advisers). Day to day tasks will include qualitative and quantitative fund research, asset allocation, preparation of client communications and portfolio reports, as well as direct engagement and servicing of clients, including Investment Committee representation.The ideal candidate will have:At least 3 years experience in a multi-asset investment consulting, research or portfolio management roleStrong fund research capabilities and experience across all of the major asset classesStrong quantitative analysis and modelling capabilitiesOutstanding written and verbal communication skillsStrong and confident presentation skillsSelf motivated, high energy, results-focused personalityPreferable attributes include:In depth understanding of, and experience working with financial plannersExperience utilising Morningstar DirectAs a fast growing, founder-led business, we have high expectations, but for top performers there are genuine opportunities to grow with our business, and progress your career in a fast-paced, exciting, rewarding environment.A competitive market-based salary, with bonus potential will be offered, commensurate with the successful candidate's level of experience.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at Bellmont Securities by 2xSign in to set job alerts for “Investment Analyst” roles.Sydney, New South Wales, Australia 3 weeks agoResearch Analyst Graduate Program - January 2026Sydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 16 hours agoNorth Sydney, New South Wales, Australia 4 days agoEnvironmental, Social & Governance Equity Research Associate Analyst | Macquarie CapitalSydney, New South Wales, Australia 23 hours agoInvestment Banking Associate - Consumer & Industrials - Global Investment BankSydney, New South Wales, Australia A$200,000.00-A$245,000.00 2 weeks agoResearch Analyst, Metals and Mining - Vice President / Director - SydneySydney, New South Wales, Australia 2 weeks agoInvestment Bank – Financial Institutions Group – Associate / Vice PresidentSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 1 day agoInvestment Banking Analyst (Infrastructure)Sydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 3 months ago2026 Equity Sales & Trading Summer Analyst - Sydney (Dec'25 - Feb'26)Expression of Interest - Home & Investment Lenders, Sydney *HYBRIDSydney, New South Wales, Australia 2 months agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 1 month agoInvestment Associate - Octopus AustraliaSydney, New South Wales, Australia 2 days agoGlobal Investment Banking & Capital Markets Summer Analyst - 2026 - SydneySenior Global Equities Analyst (US Utilities, Sydney Australia based role)Sydney, New South Wales, Australia 8 hours agoSydney, New South Wales, Australia 3 days agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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