Investment Consultant

FE fundinfo

Investment Consultant at Zenith Investment Partners influencing investment decisions and collaborating with clients and internal teams within a hybrid work environment in Australia.

Posted 5/25/2026full-timeMelbourne • 🇦🇺 AustraliaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Preparing for and participating in client and investment committee meetings, supporting discussions with insights and analysis.
Managing and developing relationships with nominated clients, acting as a key point of contact for investment‑related matters.
Producing client materials, including presentations, reports, RFP responses, and portfolio commentary.
Supporting portfolio execution, monitoring performance, and ensuring alignment with mandate compliance and investment strategy.
Conducting research on fund managers and asset classes, maintaining up‑to‑date market knowledge and contributing to manager selection.
Collaborating with internal teams, including sales and portfolio management, to support client solutions and business development activities.

Requirements

What you’ll need

You will have 5–10 years of experience in consulting, investment research, financial planning, or funds management.
You will have a strong interest in financial markets, with knowledge of asset allocation, portfolio construction, and investment structures.
You will demonstrate excellent communication and relationship‑building skills, with confidence engaging clients and stakeholders.
You will be highly organised, with strong time management skills and the ability to manage multiple priorities effectively.
You will hold a finance‑related degree, and you may also have postgraduate or industry qualifications such as CFA, FRM, or CAIA.

Benefits

Comp & perks

The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
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

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Hard Skills & Tools

investment researchfinancial planningfunds managementasset allocationportfolio constructioninvestment structuresperformance monitoringmandate compliancemanager selection

Soft Skills

communication skillsrelationship-building skillstime managementorganizational skillsclient engagement

Certifications

CFAFRMCAIA