Investment Analysis Role Overview
This position involves working closely with investment specialists to provide regular market insights and portfolio updates.
* Develop and deliver in-depth market commentary for the sales team.
* Conduct competitor analyses using Morningstar Direct System, Factset and internal systems.
* Support ISO, Sales and Investment teams in producing pitch books, RFPs and other sales materials.
* Maintain accurate and up-to-date fund documentation.
* Distribute timely information to distribution channels for research houses and asset consultants.
Requirements
To be successful in this role, you should possess:
* A good understanding of the investment management industry and financial markets.
* Strong written and oral communication skills.
* A high attention to detail.
* Postgraduate qualifications in a finance-related field are desirable.
Benefits
We offer a range of benefits that support your personal and professional growth:
* Flexible work arrangements allowing you to work from anywhere in Australia.
* An annual allowance for prioritizing your personal well-being.
* Study support and commitment to ongoing professional development.
About Our Team
We value diversity and inclusion, and we strive to create an environment where everyone can thrive. If you're passionate about investing and want to make a meaningful contribution to our team, apply now.