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Strategic investment analyst

Sydney
beBeeAnalysis
Investment Analyst
Posted: 24 June
Offer description

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.

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