Financial Planning and Analysis

• Conduct in-depth analysis of managed funds products, turning complex data into clear, actionable insights.
• Interview investment managers and assess product performance, preparing detailed reports.
• Create Fund Review and industry outlook reports, and communicate findings with clients.
• Contribute to our research process through participation in ratings committees and by sharing innovative ideas.
• Represent the team at industry conferences and PD days, delivering research insights to a broader audience.

Senior Investment Analyst

Investment Operations Graduate

Senior Investment Performance Specialist

Senior Financial Analyst

Assistant Analyst – Non-Custodial Investments