Investment Analyst
7 months ago
Growing business
- Diverse investment focus
- Excellent career development and mentoring
Our client, is a leading funds management group who specialises in the management of fixed income products. With over 15 years of experience operating in the Melbourne funds management market, they differentiate themselves through a compelling ownership structure and philosophical alignment, genuinely focused on the investor. Due to the group's continued expansion an opportunity has become available for an investment analyst to join their team.
The Analyst plays a key role in the investment team through managing and monitoring the portfolios, including managing daily tasks, issuer coverage responsibilities and preparation of research.
**Key Responsibilities include:
- **
- Daily portfolio monitoring & compliance activities;
- Managing the settlement of trades, including communicating and dealing with brokers;
- Preparation of client reports & portfolio analysis;
- Assisting the portfolio managers in the preparation of credit notes and contributing to portfolio investment decisions;
- Assist in the ongoing development and maintenance of risk management models;
- Non-investment related tasks including fund administration, compliance and ad-hoc projects
- Managing daily portfolio cash flows to ensure adherence with portfolio guidelines
- Preparation of credit notes for the Investment Committee
- Ongoing research & monitoring responsibilities for portfolio holdings, including reporting to internal committees
- Research responsibilities across some of the Alexander Funds market segments, including DCM, Structured and Private markets
- Degree in economics/business/engineering/law with a strong quantitative based focus and a preference for a postgraduate/CFA;
- Advanced excel skills and a strong understanding of information technology;
- Background working in financial sector and familiarity with securitisation, loan data and credit risk preferred
-
Associate Investment Analyst
7 months ago
Melbourne, Australia Zenith Investment Partners Full timeAssociate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...
-
Associate Investment Analyst
7 months ago
Melbourne, Australia Zenith Investment Partners Full timeAssociate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...
-
Associate Investment Analyst
7 months ago
Melbourne, Australia Zenith Investment Partners Full timeAssociate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...
-
Associate Investment Analyst
7 months ago
Melbourne, Australia Zenith Investment Partners Full timeZenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...
-
Associate Investment Analyst
7 months ago
Melbourne, Australia Zenith Investment Partners Full timeZenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...
-
Associate Investment Analyst
7 months ago
Melbourne, Australia Zenith Investment Partners Full timeZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...
-
Investment Analyst
5 days ago
Melbourne, Australia Lonsec Full time**Join our Research team in Melbourne or Sydney! **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries &...
-
Investment Analyst
45 minutes ago
Melbourne, Australia Mercer Full time**Investment Analyst** **What can you expect?** What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards...
-
Investment Analyst, Debt Investments
7 months ago
Melbourne, Australia IFM Investors Full timeInvestment Analyst, Debt Investments **The Opportunity** At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that's inclusive, accountable, and collaborative. Where...
-
Equity Investment Analyst
3 days ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Investment Banking- Contract or TemporaryOur client is a prominent global asset manager, with a substantial presence in Australia, and headquartered in Melbourne, seeking a **Senior Analyst **, working as part of their **Listed Equity investment team **to review macro-economic factors and complete listed equity analysis and equity investment...
-
Equity Investment Analyst
56 minutes ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Asset Management- Contract or TemporaryOur client is a prominent global asset manager, with a substantial presence in Australia, and headquartered in Melbourne, seeking a **Senior Analyst **, working as part of their **Listed Equity investment team **to review macro-economic factors and complete listed equity analysis and equity investment manager...
-
Investment Analyst
4 days ago
Melbourne, Australia QIC Limited Full time**About the role**: We are currently seeking an Investment Analyst to join our Real Estate Asset Creation and Investment Management team on an open term basis based in Melbourne. This is an exciting opportunity which report into the Investment Manager working on key assets Pacific Epping and Merrifield City. The successful applicant will have experience...
-
Associate Investment Analyst
3 days ago
Melbourne, Australia Lonsec Full timeWe are currently seeking an **Associate Investment Analyst **to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis. The role of the Associate Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers. The Associate Investment Analyst will work across a range...
-
Investment Analyst
2 months ago
Melbourne, Australia ANZ Banking Group Full time**Req ID**: 75918 **Department**: Private Investment **Division**: Australia Commercial **Location**: Melbourne or Sydney About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As an Investment Relations Analyst,...
-
Graduate Investment Analyst
2 months ago
Melbourne, Australia Lonsec Group Full timeGraduate Investment Analyst Kickstart Your Career as a Graduate Investment Analyst! Are you a recent graduate excited to explore the world of finance? Join our renowned Research Team in Sydney or Melbourne and start your career journey as a Graduate Investment Analyst. As a Graduate Investment Analyst, you will play a pivotal role in delivering...
-
Associate Investment Analyst
7 months ago
Melbourne, Australia Lonsec Full time**About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & investors leverage our knowledge & expertise, and...
-
Investment Analyst
2 months ago
Melbourne, Australia UniSuper Full time**About US** Want to be part of a high-performing, award-winning team? Look no further than UniSuper. We’re recognised for our performance excellence as we strive to deliver exceptional retirements for our members, and our growth means opportunity to grow with us. Come be a part of our inclusive, passionate team and make a difference with UniSuper. Over...
-
Investment Analyst
4 days ago
Melbourne, Australia Talent International Full time**Job Details**: **Location** Melbourne **Salary** Negotiable **Job Type** Full Time **Ref** BBBH96316_1673486103 **Contact** Anita Fonseka **Posted** about 6 hours ago **The role** The investment analyst will be responsible for developing business cases and financial models for investments in transformation and business improvement initiatives...
-
Property Investment Analyst
6 months ago
Melbourne, Australia KordaMentha Full timeJob Title Property Investment Analyst Job Location Melbourne Division Real Estate Description - **Our business** KordaMentha Real Estate is a privately owned business that advises on, develops, transacts, and invests in real estate - its own, its clients and with investment partners. The team has demonstrated experience at establishing creative real estate...
-
Investment Compliance Analyst
3 days ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Asset Management- PermanentThis is a fantastic opportunity to work for a global Asset Manager and be responsible for daily mandates with regard to five asset funds in their Melbourne office. The Investment Compliance Analyst will be responsible for overseeing and supporting the daily mandate monitoring process that has been outsourced to the...