Investment Analyst

Company Description EWM Group, founded in 2005, is Australia’s first independent multi-family office and is recognized as a leading Multi Family Office in Australasia. The firm maintains strong relationships with domestic and global investment banks, boutique fund managers, professional service firms, and single-family offices, providing clients with exceptional access to global investment opportunities. EWM Group has a proven track record in family office establishment and management, wealth preservation, succession planning, family governance, philanthropy, and specialist advisory services. The firm serves ultra-high-net-worth families, entrepreneurs, family businesses, and business families, including some of the nation’s most prominent clients.The Opportunity We are seeking a motivated and analytically minded Investment Analyst to join our investment team in Brisbane. Working closely with senior investment professionals, you will contribute to investment research, opportunity assessment, portfolio construction, and ongoing investment management across a broad range of asset classes. The role offers hands-on exposure to the investment process, from identifying and evaluating opportunities through to due diligence, implementation, and portfolio monitoring.You will gain experience across listed equities, fixed income, private equity, venture capital, private credit, real estate, and alternative investments, developing a broad understanding of markets, investment strategies, and portfolio management.This opportunity is suited to an early-career investment professional looking to take on greater responsibility, deepen their technical capabilities and develop their investment judgement within a sophisticated, independent investment environment. Key ResponsibilitiesInvestment Research & Analysis: Conduct fundamental research, financial analysis and valuation of investment opportunities across public and private markets, assessing key return drivers, risks and investment merits.Investment Due Diligence: Assist in evaluating direct investments, external fund managers and investment strategies, including financial modelling, performance analysis and assessment of investment structures and terms.Portfolio Management & Strategy: Support portfolio construction, asset allocation and ongoing portfolio monitoring, analysing performance, exposures, risk and liquidity across client portfolios.Investment Recommendations: Prepare investment papers, research reports, financial models and presentations to support investment discussions and decision-making.Market Research: Monitor global financial markets, macroeconomic developments, industry trends and emerging investment opportunities, contributing insights and ideas to the investment team.Investment Monitoring & Reporting: Review existing investments, monitor manager performance and portfolio developments, and assist in preparing investment reporting and commentary.External Relationships: Engage with investment managers, fund managers, advisers and other market participants to support research, due diligence and investment monitoring.Client Communications: Clearly and professionally communicate investment insights, market commentary and portfolio updates to clients. About You We are looking for an intellectually curious, commercially minded individual with a genuine interest in investing and a strong desire to develop their analytical skills and investment expertise.The successful candidate will ideally demonstrate:2-3 years' relevant experience in investment management, funds management, investment banking, corporate finance, equity or credit research, private wealth, or a related analytical role.A degree in Finance, Economics, Commerce, Accounting or another relevant quantitative discipline.Strong financial analysis, valuation and financial modelling capabilities, with advanced proficiency in Microsoft Excel.A good understanding of financial markets, investment principles and the relationship between risk and return.Strong analytical and critical thinking skills, with the ability to evaluate complex information, challenge assumptions and develop well-reasoned conclusions.Excellent written and verbal communication skills, including the ability to present technical analysis clearly and concisely to clients. Professional integrity, discretion, and a collaborative approach.Above all, we value individuals who demonstrate intellectual curiosity, sound judgement, a strong work ethic and a genuine passion for financial markets and investing.