Investment Analyst

6 months ago

Melbourne, Australia Zenith Investment Partners Full time

The **I**nvestment Analyst** role involves reviewing all aspects of fund managers’ investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds.

A finance related degree and/or postgraduate diploma will also be well regarded. A minimum of two years work experience researching investment managers would be advantageous.

**Requirements**:

- Run initial fund filter
- Obtain and review fund manager investment documentation
- Actively participate in fund manager assessment meetings (this will require interstate travel and potential international travel)
- Score assessment criteria for fund managers
- Present and support investment ratings to research committee
- Write reports (allocating and assigning investment assessments and recommendations on funds across a variety of investment fund asset classes)
- Review reports / investment products covering investment style, process, strategies, performance and structures
- Send research reports to managers
- Incorporate relevant factual feedback from managers in reports
- Publish reports on Zenith website
- Deliver commentaries and narratives across asset classes
- Maintain recommendation register

**Competencies**:

- Influential Writing_
- Effective Facilitation_

Acknowledging and committing to a meeting’s objective, being prepared and ensuring intended outcomes are achieved. It includes contributing to meetings in an appropriate, productive manner and being aware of the needs and contributions of others
- Quality & Detail Focus_

Ability to ensure all details of a task or project are attended to and are achieved in accordance to quality standards. It includes ensuring results meet delivery timing expectations, staying with a plan of action until the desired objective is achieved or is no longer reasonably attainable
- Researching_

Involves studying something (underlying principles, concepts, products, companies, strategies, etc) thoroughly so as to present in a detailed, accurate manner
- Professional Positioning_

The capacity to convey a message or theme in a logical and meaningful fashion and have the capacity to enhance the awareness, understanding, attitudes and behaviour of the audience. It includes taking the time to actively listen and effectively question to ensure mutual interaction
- Commitment to Learning_

Proactively maintaining and enhancing professional knowledge and technical skills so that contributions are relevant and up-to-date to the organisation and the division
- Personal Presence_

The ability to present self and information that informs and influences others in a professional way
- Analysis & Interpretation_

The ability to gather relevant data, probe to get to the underlying root causes, identify and understand the implications of various actions and the consequences of each approach
- Business Acumen_

Ability to display an appreciation, knowledge, understanding and integration of business trends, data and information within the relevant sector. It includes remaining aware of the political, economic, social, technological and professional trends impacting the market

**Benefits**

**Joining our team we offer you**
- A dynamic company that is a leader in its segment and actively contributes to the development of the market
- A role that is varied in its responsibilities and welcomes initiative and collaboration with other motivated and experienced professionals
- 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)
- Flexible work options under our Versatile Work Practices

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