Investment Analyst

1 week ago

Council of the City of Sydney, Australia ROBERT WALTERS AUSTRALIA Full time

The firm operates as part of a large international asset management group, giving access to significant global research, investment capability and scale. Locally, the team applies disciplined asset allocation, manager selection and portfolio oversight to deliver strong outcomes for advised and wholesale clients. Its portfolios currently hold highly regarded third‑party research ratings, reflecting the strength of the investment process and long‑term results.

The Role

You will support the portfolio construction process, contributing to research, analysis and ongoing monitoring across a diverse set of strategies including dynamic, ESG‑tilt, index and global equities solutions. You will work closely with senior portfolio managers and the Investment Committee, helping to maintain alignment with risk and return objectives.

Key Responsibilities

- Research and monitor underlying managers and funds: performance, style, risk, fees, suitability

- Assist in dynamic asset allocation by analysing market and macro conditions

- Support implementation across SMAs, MDAs and fund‑of‑funds

- Produce clear investment insights, research memos and presentation materials

- Assist with due diligence on existing and prospective managers

- Maintain strong knowledge of markets, investment trends and ESG developments

- Collaborate with research, operations and distribution to ensure smooth execution

Candidate Profile

- Degree in finance, economics or related; progress toward CFA welcomed

- Strong analytical and quantitative capability

- Understanding of multi‑asset investing, portfolio construction and fund research

- Excellent written and verbal communication skills

- High attention to detail and disciplined execution

- Proactive, adaptable and comfortable working in a small, ambitious team

Why this role

- Global backing with a specialist investment‑boutique culture

- Hands‑on exposure to asset allocation and manager selection

- Broad investment platform spanning active, passive and ESG approaches

- Visible career impact in a business investing for growth

- Culture focused on performance, quality and integrity

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or contact Bianca Loughran on +61 2 8289 3122 or bianca.loughran@robertwalters.com.au for a confidential discussion.

About the job

Contract Type: Permanent
Focus: Investment Management
Workplace Type: On‑site
Experience Level: Associate
Location: Sydney CBD

Job Reference: 0UK46E-438B16F3

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