Investment Analyst

Our client is an established Australian asset manager running a range of investment strategies across multiple asset classes for institutional, wholesale and high net worth investors. They are looking for an Investment Analyst to join a small, high-performing investment team in Sydney.This is a hands-on role covering the full investment process, from research and portfolio construction through to portfolio management, trading, compliance and performance reporting. You’ll work closely with senior portfolio managers who bring decades of domestic and global experience, and sit within the firm’s investment committee process.What you’ll be doingResearching and analysing investment opportunities across a range of asset classesBuilding and maintaining models to support portfolio construction, risk and performance analysisMonitoring markets and economic conditions, and helping shape the team’s investment viewsPreparing materials for investment committee and senior portfolio managersSupporting the day-to-day running of portfolios, including positioning, implementation and oversightProducing performance and portfolio reporting for internal and client audiencesContributing ideas to new products and to improving the overall investment processAbout you1 to 4 years’ experience in investment research, portfolio management or a related role within funds management, wealth management, asset consulting or a research houseSolid understanding of Australian investment markets, asset classes and product structures such as managed funds, managed accounts and platformsAdvanced Excel and PowerPoint skills, with a strong analytical and problem-solving mindsetDegree in finance, economics or a similar discipline; progress towards the CFA well regardedClear written and verbal communicator who works well autonomously and as part of a small teamStrong attention to detail, sound judgement and a genuine interest in markets