Investment Research Analyst

3 weeks ago

Melbourne, Australia Australian Unity Full time

**What Makes Us, Us**

Established in 1840, we’re Australia’s first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we’ve grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.

We support your Real Wellbeing so you can better support our members’ and customers’ wellbeing journey

**There Are Four Key Attributes That Set Us Apart**
- **Good people**: We strive to set ourselves apart through the capability, warmth and expertise of our people.
- **Wellbeing experts**: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
- **Long-term commitment**: As a member-owned company, we’ve been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
- **Driving positive impact**: Everything we do is focused on making a positive difference at a personal, community and societal level.

These pillars are infused with our values of **bold, warm, and honest**

**About our Opportunity**

As an Investment Research Analyst within Australian Unity, you will predominately be responsible for assisting and working with the Head of Research Services and Senior Research Manager in driving the investment research process within the Wealth and Capital Markets, Advice business to develop a high quality, robust and differentiated investment advice offering that supports both the Employed and Self—Employed Advice businesses within Wealth and Capital Markets.

The role includes working in collaboration with internal and external resources to assist in the training and up-skilling of advisers and the continual improvement and extension of our investment philosophy and approach.

**What you will do**
- Assist in the development of the Investment Philosophy and Research process with Australian Unity Advice
- Assist in the review and development of the Australian Unity Advice Investment Philosophy and policy regarding the Approved Product List (APL)
- Maintain and enhance the APL. Assist in answering adviser queries about the APL
- In conjunction with research houses/investment consultants maintain the Australian Unity Advice model portfolios and Separately Managed Accounts (SMA’s) including communication of information regarding changes and quarterly performance reporting.
- Manage relationships with research houses, external resources and broking services that contribute to the development of the Australian Unity Advice Investment philosophy and processes.
- Assist in the management of regularly undertaking asset class cycle reviews of the various underlying fund managers.
- As and when required assist in the preparation of papers for the Advice Approved Product and PFS IM Investment Committees.

**What we are looking for**
- A minimum of 3 years financial services experience including 2 years of investment research/fund management experience
- RG146 Compliant
- A full understanding of the dynamics of financial services and the financial planning process
- Understanding of servicing aligned dealer group channels
- Expertise across investment research, portfolio construction and model portfolios support services
- Excellent written and verbal communication skills
- Professional and commercial acumen, thought leadership and operational excellence
- Demonstrated ability to manage and develop relationships
- Ability to work within a team of professional individuals to align strategies and set business targets

**Our Benefits**
You will enjoy a range of great employee benefits and rewards including:

- Competitive Remuneration and variable bonus
- A range of attractive product and service discounts from Australian Unity’s Retail and Wealth Management portfolio - including health insurance and banking products
- Flexible Working Arrangements including Work-From-Home days with a real work-life balance
- Available access to LinkedIn Learning courses through our great Learning platform
- Additional paid Wellbeing and Volunteer leave days yearly

  • Associate Investment Analyst

    2 weeks ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate 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

    1 week ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate 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

    6 days ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate 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

    2 weeks ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Associate Investment AnalystZenith 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...

  • Investment Analyst

    3 weeks 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...

  • Associate Investment Analyst

    5 days ago

    Melbourne, Australia Zenith Investment Partners Full time

    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 technology.The Associate...

  • Associate Investment Analyst

    2 weeks ago

    Melbourne, Australia Zenith Investment Partners Full time

    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 technology. The Associate...

  • Associate Investment Analyst

    4 weeks ago

    Melbourne, Australia Zenith Investment Partners Full time

    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 technology. The Associate...

  • Associate Investment Analyst

    6 days ago

    Melbourne, Australia Zenith Investment Partners Full time

    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 technology. The Associate...

  • Junior Investment Research Analyst

    3 weeks ago

    Melbourne, Australia Findex Full time

    Due to an exciting growth phase, Centric is seeking a Junior Research Analyst to join our Investment Platform. This is a full-time, permanent opportunity, flexible on location for the right person. **The Opportunity** Due to an exciting growth phase, Centric is seeking a Junior Research Analyst to join our Investment Platform. This is a full-time,...

  • Investment Analyst

    6 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

    2 weeks ago

    Melbourne, Australia FourQuarters Recruitment Pty Ltd Full time

    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...

  • Associate Investment Analyst

    2 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...

  • Associate Investment Analyst

    4 weeks 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...

  • Associate Investment Analyst

    2 weeks ago

    Melbourne, Victoria, Australia Lonsec Full time

    We 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 of...

  • Research Analyst

    3 weeks ago

    Melbourne, Australia UBS Full time

    Australia - Research - Investment Bank **Job Reference #** - 276569BR **City** - Melbourne **Job Type** - Full Time **Your role** - Are you an expert in assessing value and risk? Do you enjoy giving advice, as well as educating? - Are you passionate about energy transition and the opportunities and challenges arising from decarbonization? - We’re...

  • Investment Research Analyst

    2 months ago

    Melbourne, Australia Frontier Advisors Full time

    10/05/2023 No Comments Share - Share Tweet Share **Key responsibilities**: - Actively support and contribute to the research and advisory activities of the Investment Team by researching, meeting, and reviewing fund managers. - Providing strong support to senior team members, including effectively contributing to idea development. - Being an active...

  • Graduate Investment Analyst

    3 months ago

    Melbourne, Australia Lonsec Full time

    **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 high-quality managed funds product...

  • Investment Analyst or Associate

    2 weeks ago

    Melbourne, Victoria, Australia Numbers Executive Full time

    Real Estate Investment Manager Investment Analyst level opportunity Suit professionals with real estate valuation and corporate finance experienceOur clientNumbers Executive is supporting a highly successful real estate investment manager (with in excess of $1bn of assets under management) to appoint a new Investment Analyst to the team in Melbourne. With a...

  • Equity Investment Analyst

    2 months ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- 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...