Investment Analyst

2 months ago

Sydney, Australia WTW Full time

**Description**:
Bring your passion for helping clients to invest today for a more sustainable tomorrow to our high-performing, inclusive and diverse team. We add value through innovative research, careful analysis and capable execution to develop tailored investment solutions for our clients.
The role gives exposure to all our content and technical functions, including working with manager and asset class research, investment strategy and portfolio construction, sustainability research, business strategy and governance.
The role provides an excellent opportunity for someone to further develop their investment skills and allows direct engagement with clients, asset managers and industry bodies.

**The Role**
- Working with experienced client-facing consultants and analysts to provide high-quality investment advice and implementation to institutional clients, including superannuation funds, redundancy and long service leave schemes, insurance companies, private wealth, endowments and foundations.
- Developing technical knowledge of investment across asset classes, WTW investment processes, other house views and best practices through on-the-job learning, internal and external training and access to further study and mentoring
- Engaging and establishing professional relationships with various industry participants, including Boards, Investment Committees, fund executives and investment managers
- Building strong relationships internally and collaborating effectively on cross-functional teams
- Supporting other team members in carrying out quantitative analysis, assisting in the construction and delivery of client reports across a range of different investment topics and asset classes, and contributing to a collaborative and inclusive team culture
- Thinking creatively in the development of new content, tools and approaches to keep us at the forefront of best practice.
- Working with the global sustainability team to help clients adapt to the challenges posed by climate change and other sustainability-related risks and opportunities
- In addition to working directly with clients on their investment portfolios, there is scope to work with our investment strategy, portfolio management, sustainability and investment governance functions
- Contributing to a collaborative and inclusive culture

**Qualifications**:
**The Requirements**
- 1-5 years relevant experience (exposure to investment advisory or asset management is favourable but not essential)
- A university degree in an area that has helped you develop your analytical and communication skills, such as commerce, finance, science, engineering or arts.
- Strong project management and organisational skills, with the ability to work on multiple tasks simultaneously
- The ability to work collaboratively with colleagues and clients and contribute positively to the wider Investments team culture
- The ability to utilise your written and verbal communication skills to formulate and present recommendations clearly and concisely
- Being adaptive, fast-learning, reliable, well-organised, and detail-oriented
- A willingness and ability to learn and upskill across an evolving landscape and new emerging practices
- Excellent ability to communicate ideas to colleagues and stakeholders
- Demonstrated interest in investments and a desire to deepen knowledge over time
- Commitment to completing further relevant study, such as CFA or actuarial qualifications (for which WTW provides generous support)
- A passion for investing today for a more sustainable tomorrow
- Note: Employment-based visa sponsorship and/or assistance is not offered for this specific job opportunity._

**Why Join WTW**

WTW provides a competitive benefits package which includes the following (eligibility requirements apply):

- Annual bonus
- Company paid salary continuance insurance
- Life and TPD insurance
- Hybrid working
- Networks (Gender, Wellbeing, Pride)
- Career Growth - internal opportunities and development programs

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more.

**In the spirit of reconciliation, WTW acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.**

**We are a 2024 Circle Back Initiative Employer - we commit to respond to every applicant.

  • Investment Analyst

    6 months ago

    Sydney, Australia Schroder Investment Management Australia Limited Full time

    **What you’ll do** - Responsible for developing and maintaining data and analytics supporting the Australian Multi-Asset teams investment process. This includes, but is not limited to, valuation models, cyclical analysis, liquidity indicators as well as maintaining and running the portfolio optimiser. - Primary responsibility for the production and...

  • Investment Analyst

    3 months ago

    Sydney, Australia Guangdong Railway Investment Co.,Ltd Full time

    **Investment analyst (Sponsor H1B, OPT or CPT, Mandarin required)** **Job description** Job Title: Investment analyst (Sponsor H1B, OPT or CPT) **Job Responsibility** 1. Assist in evaluating potential investment opportunities, participating in management meetings of listed companies, writing meeting minutes, etc. 2. Track industry trends, assist in...

  • Investment Analyst

    2 months ago

    Sydney, Australia Fidelity International Full time

    Investment Analyst **About the Opportunity** **Job Type**: Permanent Application Deadline: 15 November 2024 **Title: Investment Analyst** **Department: Global Investment Research** **Location: Sydney, Australia** **Reports To: Director of Research** **Level: 6** We're proud to have been helping our clients build better financial futures for over 50...

  • Strategic Investment Researcher

    3 weeks ago

    Sydney, New South Wales, Australia MFS Investment Management Full time

    MFS Investment Management is dedicated to building a diverse, inclusive, and authentic workplace.We are seeking an experienced Equity Research Analyst to join our team in this critical role.As a Strategic Investment Researcher at MFS, you will play a key part in conducting research in assigned areas to develop specific company and stock recommendations for...

  • Investment Analyst

    1 month ago

    Sydney, New South Wales, Australia Perigon Group Full time

    About the Role:This newly-created Investment Analyst position within the Perigon Group offers a unique opportunity to join a tight-knit, high-quality commercial team with a track record of promoting from within.The successful candidate will be responsible for providing insights and decision support to the wider business, including valuations, development...

  • Treasury & Investments Analyst

    3 months ago

    Sydney, Australia University of New South Wales Full time

    **Job no**: 527254 **Work type**: full time **Location**: Sydney, NSW **Categories**: Finance, Analyst **Treasury & Investments Analyst** - Employment Type: Full Time (35 hours per week) - Duration: 12-month contract (parental leave cover) - Remuneration: Level 7 $110,073 - $119,132 (depending on experience) + 17% super + leave loading - Location:...

  • Investment Risk Analyst

    1 month ago

    Sydney, Australia QIC Full time

    Investment Risk Analyst **About the role** We have an exciting opportunity available for an **Investment Risk Analyst** to drive risk reporting and analysis, data quality and continuous improvement for the State Investments team. This position will focus on monitoring, analysing and communicating whole-of-portfolio investment risks, system testing...

  • Investment Analyst

    2 months ago

    Sydney, Australia WTW Full time

    Bring your passion for helping clients to invest today for a more sustainable tomorrow to our high-performing, inclusive and diverse team. We add value through innovative research, careful analysis and capable execution to develop tailored investment solutions for our clients. The role gives exposure to all our content and technical functions, including...

  • Investment Analyst Specialist

    1 month ago

    Sydney, New South Wales, Australia ANZ Full time

    About ANZWe're a leading financial institution shaping a world where people and communities thrive.About the RoleAs an Investment Relations Analyst, you'll support the Senior Manager, Investment Relations and Chief Investment Officer with investment communications and events for internal and external audiences.This role involves actively contributing to...

  • Analyst, Investment Compliance

    2 weeks ago

    Sydney, Australia BNP Paribas Full time

    Overall Job Purpose The Investment Compliance Analyst role sits within the P&C Client Delivery team. The primary function of the role requires the performing of day to day monitoring of rules within client IMA’s, assisting in the day to day investment process. The Investment Compliance Analyst interacts directly with clients and/or investment managers...

  • Strategic Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    Job SummaryWe are seeking a highly skilled Strategic Investment Analyst to join our team at the Commonwealth Bank of Australia.The successful candidate will be responsible for providing financial support to the CEO, CFO, Executive Leadership Team (ELT), and Board, focusing on strategic investments, performance reporting, planning, and decision-making.

  • Investment Compliance Analyst

    6 months ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementPermanentThis is an exceptional new Investment Compliance Analyst role that has just become available with a prominent global firm in their Sydney office.Our client is a prominent global financial services firm, with a thriving Australian custody services business as part of their small Investment Compliance team. The role sits...

  • High Profile Investment Analyst

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Company Overview">A leading Asset Owner invests across multiple asset classes and jurisdictions.We are seeking a Senior Performance Analyst to join our team in Sydney.">Salary">The estimated salary for this position is $120,000 - $180,000 per annum, depending on experience.This is a senior position in the P&A team and requires a strong technical P&A analyst...

  • Real Estate Investment Analyst

    5 months ago

    Sydney, Australia KordaMentha Full time

    Job Title Real Estate Investment Analyst Job Location Sydney Division Real Estate Description - **About us** KordaMentha Real Estate is a privately owned business that advises on, develops, transacts, and invests in real estate. KordaMentha Real Estate forms part of KordaMentha, an advisory and investment firm with 400 specialists across Asia-Pac that help...

  • Senior Investment Analyst

    4 weeks ago

    Sydney, New South Wales, Australia MFS Investment Management Full time

    At MFS Investment Management, we foster a culture that empowers you to excel in your role. Our team members work collaboratively to achieve outstanding results, prioritizing the best ideas over individual contributions. We prioritize our employees' well-being and demonstrate compassion for our community and each other.By leveraging discretion and judgment,...

  • Investment Analyst

    1 month ago

    Sydney, Australia Climate Tech Partners Full time

    **Job Summary**: As an Investment Analyst at Climate Tech Partners, you will play an important role in sourcing and evaluating investments in cutting-edge climate tech startups. You will work closely with our team to identify promising investment opportunities, conduct due diligence, and support portfolio companies and founders in achieving their growth...

  • Investment Analyst real Estate

    7 months ago

    Sydney, Australia Robert Half Full time

    Investment Analyst position with rapidly growing real estate investment company. - **Broad Investment Analyst role that gives great exposure across the full investment management lifecycle.**: - ** $90k plus super to $110k plus super and bonus**: - ** Sydney** **The Company** The company is a top tier and rapidly growing real estate developer. With an...

  • Investment Data Analyst and Strategist

    3 weeks ago

    Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    About the RoleWe are seeking an exceptional Investment Data Analyst and Strategist to join our regional IA team, covering investment performance, attribution, risk, and mandate compliance.

  • Investment Analyst

    2 months ago

    Sydney, Australia WTW Full time

    Bring your passion for helping clients to invest today for a more sustainable tomorrow to our high-performing, inclusive and diverse team. We add value through innovative research, careful analysis and capable execution to develop tailored investment solutions for our clients. The role gives exposure to all our content and technical functions, including...

  • Key Investment Performance Analyst

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Anton Murray Consulting is seeking a skilled Senior Performance Analyst to join their team in Melbourne or Sydney offices. The ideal candidate will have 5+ years of performance analytics experience, a Bachelor's degree in Commerce or a related field, and good knowledge of the Australian & International funds management industry.**Job Summary:**The Senior...