Senior Investment Analyst
FE fundinfo
full-time
Posted on:
Location Type: Hybrid
Location: Melbourne • 🇦🇺 Australia
Visit company websiteJob Level
Senior
About the role
- Leading the production of high-quality research reports, providing detailed insights into managed funds and exchange traded investment strategies.
- Operating as the lead analyst in sector reviews, presenting findings and recommendations to internal and external stakeholders.
- Monitoring and evaluating the risk-adjusted performance of funds under your coverage, ensuring alignment with market trends and client needs.
- Staying informed on current issues, valuations, risks, and returns within your assigned sector.
- Collaborating with colleagues across research and consulting teams to deliver integrated investment solutions.
- Ensuring timely and accurate delivery of research outputs in line with monthly work schedules.
Requirements
- You must have advanced proficiency in Microsoft Office Suite, particularly Excel
- You will have demonstrated experience in investment research, with a strong track record of producing high-quality reports and insights.
- You will bring proven research capability across Fixed Income, Multi-Asset, and Alternative strategies, with experience in assessing private market real estate and infrastructure funds considered highly advantageous.
- You should possess excellent communication and presentation skills, enabling you to lead meetings and clearly convey complex investment ideas.
- You must have a deep understanding of risk-adjusted performance metrics and sector-specific investment dynamics, with experience using Bloomberg or similar financial data platforms.
- You will ideally hold or be working towards CFA certification and RG146 compliance, reflecting your commitment to professional standards in financial services.
Benefits
- The opportunity to make your mark on the success of a fast-paced entrepreneurial company
- A pleasant, ambitious and professional working climate with good opportunities for further development
- A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
- Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
- Eligibility of discretionary bonus
- 4 days study leave per annum
- $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
- A range of wellbeing offerings and discounts on everyday spending
- Flexible work options under our Versatile Work Practices
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment researchrisk-adjusted performance metricsFixed IncomeMulti-AssetAlternative strategiesprivate market real estateinfrastructure fundsreport writingdata analysisfinancial modeling
Soft skills
communication skillspresentation skillscollaborationleadershipanalytical thinkingattention to detailtime managementproblem-solvingstakeholder engagementinterpersonal skills
Certifications
CFA certificationRG146 compliance