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Investment Associate

4 weeks ago

Sydney, Australia Give A Grad A Go Full time

Competitive starting salary of $70,000-$75,000 + Super with a bonus structure
- Amazing centrally located CBD Sydney offices
- Opportunity to own equity in the company

**Company Profile - Investment Management**
Our client is a well-established high-quality investment management business based in Sydney, with headquarters in Auckland and offices across New Zealand. They are responsible for managing over $12bn on behalf of their clients and aim to become the clear leaders in the wealth management sector across New Zealand and Australia. The expert investments team is tight-knit in the Sydney-based office and they are ready to nurture junior talent hungry for a career in investment funds management.

**Job Overview - Investment Associate**
In this Investment Associate role, you will be supporting the Dealing team dealing with all transactions. The successful Investment Associate will report to the Portfolio Manager and Head of Dealing and also support the wider investment team. This is the perfect first step for an analytically minded graduate to deep dive into the funds management industry and gain hands-on experience.

**Job Responsibilities - Investment Associate**
Your responsibilities in this Investment Associate role will include, but are not limited to:

- Assisting dealers and the trades team to ensure that all trades are booked correctly before cut-offs, and helping to resolve any settlement or matching issues.
- Prepare data for meetings where dealing is concerned.
- Coordinate daily reporting of dealing with the wider investment team.
- Managing overdraft positions and executing FX orders where needed.
- Support the management of broker payments, panels, and commission-sharing agreements.
- Under supervision, assisting deals with equities dealing
- Manage a portion of the Australia equities dealing book
- Please note this is a graduate role that will provide sufficient training and support with assistance from mentors across the business._

**Job Requirements - Investment Associate**
- Educated to degree level with a strong academic background - Relevant degree is helpful (e.g. investments, finance, economics, applied mathematics etc.)
- Study support available if studying toward CFA
- Demonstrated interest in investing and financial markets
- Contributions in extra-curricular areas
- Strong numeracy skills
- Well-versed with Microsoft Office, especially Excel
- Excellent written and oral communication skills
- Strong attention to detail
- Self-motivated, with good relationship-building skills
- Positive and proactive attitude to the role
- Focused and flexible approach and attitude to a small company work environment

**Benefits of the Role - Investment Associate**
- Competitive starting salary of $70,000-$75,000 + Super with a bonus structure
- Opportunity to own equity in the company
- Fantastic benefits offered:

- E.g. fully paid medical insurance
- Trauma insurance
- Study support
- Parental leave (6 months fully paid including return to work coaching)
- Opportunity to jump straight into a successful investment firm with considerable growth over the last three years
- Access to role models and mentors across the business
- Working closely with the expert investments team
- Joining the tight-knit Sydney team as part of a wider global company
- Amazing centrally located CBD Sydney offices
- A supportive environment ready to nurture junior talent

**Discover more jobs in startups and other graduate jobs in Australia or register to our website to receive new job alerts when similar graduate roles come up.**
- Give A Grad a Go is committed to being an equal opportunity employer. All qualified applicants will receive consideration regardless of age, gender, ethnicity, sexual orientation, faith, disability or other. We are continually finding ways to improve the way we work, read our Diversity and Inclusion promise for more information about this._
- INDAUS_

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