Investment Portfolio Analyst

4 weeks ago


Sydney, New South Wales, Australia Cambridge Associates LLC Full time

The Investment Analyst Role

As a key member of our client teams, Investment Analysts play a crucial role in providing high-quality investment materials and papers to our clients. 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; and answering client questions and requests.

Investment Analysts work closely with senior professionals to deliver exceptional results, and are responsible for arranging their schedule and priorities to meet deadlines. With a strong tradition of teamwork and cooperation, analysts must be self-motivated and disciplined to maintain high personal and professional standards at all times.

Key Skills and Qualifications

  • Familiarity with computer databases and spreadsheets, especially Microsoft Excel, Word, and PowerPoint
  • Ability to work independently and as part of a team
  • Strong analytical and communication skills
  • Self-starter with an inquisitive nature
  • Desire to work within a small team
  • Positive and productive attitude
  • Motivated and engaged to take ownership of tasks
  • Ability to critically problem-solve
  • Excellent organizational skills and attention to detail

Requirements

  • Bachelor's degree (any major) with a record of high academic achievement
  • 0-3 years of work experience
  • Eligibility to work in Australia without sponsorship

Application Guidelines

Applicants must submit a resume and cover letter in a single PDF document for consideration.



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