Investment Professional

1 day ago

Sydney, New South Wales, Australia beBeeInvestment Full time $85,000 - $115,000

We are seeking a skilled Investment Analyst to join our team. The ideal candidate will have excellent analytical and communication skills, be a self-starter with an inquisitive nature, and be motivated and engaged to take ownership of tasks.

This role requires someone who is detail-oriented, has a passion for investment markets, and can work effectively in a small team environment.

Responsibilities include:

  • Gathering and analyzing historical asset allocation, spending, and performance data
  • Evaluating financial histories
  • Analyzing investment managers' portfolios
  • Writing investment memos
  • Preparing exhibits and other presentation documentation
  • Answering client questions and requests
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree (any major) with a record of high academic achievement
  • 0-3 years of work experience
  • Excellent analytical and communication skills
  • The ability to work independently and as part of a team
  • A strong analytical mindset and attention to detail
  • Familiarity with computer databases and spreadsheets, especially Microsoft Excel, Word, and PowerPoint

We offer a competitive compensation package and opportunities for professional growth and development. If you are a motivated and organized individual with a passion for finance, we encourage you to apply.

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