Investment Analyst

2 months ago


Melbourne, Australia Chandler Macleod Full time

**Location**
***
- Melbourne C B D, Victoria**Category**
***
- Accounting & Finance**Salary**
- $ AUD - $ AUD Annual**Posted**
- 07-Aug-2023**Work type**
- Full Time**Contact**
- Anson Lam**Reference**
- BH-142887-4**About the business**
Our clients are a driven team and high performing Investment Advice firm looking for someone with strong investments passion who has worked in/with an investment committee. They have Seamlessly integrated accounting and wealth services, and are specialist advisers for founders, executives and private business and family groups.
This is a diverse role where you will be reasearching a variety of investment options.

**About the role**
- Contribute to investment research and analysis activities
- Assist in the review of client investment portfolios
- Attend and take notes at fund manager meetings
- Participate in fund management presentations on behalf of the business
- Assist in the preparation of investment reports for clients and others
- Maintain client records in accordance with compliance requirements
- Contribute to process improvements and initiatives
- Work closely with investment committee

**Skills and experience**
- 12+ months working in an investment committee
- Strong proficient knowledge of Microsoft Office Suite, particularly excel
- Excellent communication skills - you must be comfortable speaking to fund managers,
- Strong organisational and administrative skills

**Benefits and perks**
- Strong focus on training, support and personal/professional development - $3,000 to spend on agreed training each year
- Great opportunity to work with a strong investment committee.



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