Investment Portfolio Analyst
4 weeks ago
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.
-
Investment Portfolio Analyst
2 days ago
Sydney, New South Wales, Australia Mirvac Full timeMirvac is an Australian property group that reimagines urban life. Our purpose is to shape Australia's urban landscape, focusing on sustainability, innovation, safety, and placemaking. We offer a competitive package, including a salary of $70,000 - $100,000 per annum, based on experience. This role is ideal for those seeking a 12-month maximum term...
-
Investment Portfolio Analyst
1 day ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeAnton Murray Consulting is a leading recruitment agency specialising in the placement of senior and executive level professionals across the financial services industry.We are currently seeking an experienced Investment Portfolio Analyst to join our client, a prominent Asset Management company based in Sydney. The ideal candidate will have over 2 years of...
-
Business Analyst Investment Portfolio Management
16 hours ago
Sydney, New South Wales, Australia Commonwealth Bank of Australia Full timeInvestment Reporting & Analysis RoleWe are seeking a skilled Business Analyst to join our Financial Services team at the Commonwealth Bank of Australia. In this role, you will be responsible for developing forecasts and analysis of internal investments portfolios for senior management and stakeholders.Key Responsibilities:Developing forecasts and analysis of...
-
Senior Investment Analyst
4 weeks ago
Sydney, New South Wales, Australia Australian Super Full timeAustralianSuper's Real Assets team is seeking a highly skilled Senior Analyst to join their team. As a Senior Analyst, you will play a key role in assisting with a range of investment-related activities, including asset acquisitions and asset management activities.Key Responsibilities:Develop, maintain, and oversee key financial models that support the...
-
Investment Analyst
2 weeks ago
Sydney, New South Wales, Australia Mirvac Full timeAbout the Role Mirvac is a leading Australian property group, dedicated to 'reimagine urban life'. As an Investment Analyst, you will play a crucial part in the company's vision to shape Australia's urban landscape. Key Responsibilities You will be responsible for producing timely, accurate, and value-added portfolio information, assisting the Investments...
-
Investment Performance Analyst
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Senior AnalystAnton Murray Consulting is seeking a highly motivated and experienced Senior Analyst to join our team. The successful candidate will be responsible for coordinating the delivery of multi-currency performance analysis and attribution at security and portfolio levels.Key Responsibilities:Coordinate delivery of multi-currency...
-
Senior Investment Analyst
3 days ago
Sydney, New South Wales, Australia MFS Investment Management Full timeAt 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 Solutions Analyst
3 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the Investment Solutions Analyst roleYou will be working with the Investment Solutions & Oversight team within the Asset Management division. The team is responsible for providing regular insights and portfolio information updates to the Sales Team. As the Investment Solutions Analyst, you will assist with the management and production of artefacts,...
-
Investment Performance Analyst
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob SummaryWe are seeking a highly skilled Investment Performance Analyst to join our team at Anton Murray Consulting. As a key member of our Asset Management team, you will be responsible for delivering high-quality investment performance analysis and attribution to support our front office investment management process.Key ResponsibilitiesCoordinate...
-
Investment Solutions Analyst
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleYou will be working with part of the Investment Solutions & Oversight team (ISO) within the Asset Management division. ISO is a centralised function that includes Investment Specialists, Responsible Investment experts and a technical function that supports Investment teams, Product and Distribution. The team works closely with each of the...
-
Investment Portfolio Manager
4 weeks ago
Sydney, New South Wales, Australia WTW Full timeAt WTW, we're seeking a talented Investment Analyst to join our high-performing team. As an Investment Analyst, you'll play a key role in providing high-quality investment advice and implementation to institutional clients, including superannuation funds, insurance companies, and private wealth.Key ResponsibilitiesWork closely with experienced client-facing...
-
Financial Portfolio Analyst
16 hours ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob DescriptionWe are seeking a highly skilled Financial Portfolio Analyst to join our team at Anton Murray Consulting in Sydney. As an Assistant Portfolio Manager, you will be responsible for assisting with the management of assets for various Exchange-Traded Funds (ETFs). Your primary goal will be to ensure that these funds perform in line with their...
-
Investment Portfolio Manager
1 month ago
Sydney, New South Wales, Australia Willis Towers Watson Full timeAbout the RoleWe are seeking a highly skilled and motivated Investment Analyst to join our team at Willis Towers Watson. As an Investment Analyst, you will play a key role in providing high-quality investment advice and implementation to institutional clients.Key ResponsibilitiesDevelop and implement investment strategies for clients, including...
-
Strategic Investment Analyst
2 weeks ago
Sydney, New South Wales, Australia MERCER Full timeInvestment Analytics, Senior AnalystMercer is seeking a highly skilled Senior Investment Analytics Professional to join our team in Sydney or Melbourne. As a key member of our Investment Analytics function, you will be responsible for supporting industry-leading OCIO investment data solutions in terms of strategic planning and operational designs.Key...
-
Public Markets Investment Analyst
4 days ago
Sydney, New South Wales, Australia Australian Retirement Trust Full timeWe are seeking a skilled Portfolio Analyst to join our team in Sydney or Brisbane. As a key member of our Public Markets team, you will contribute to the development of our ongoing investment program and enhance portfolio construction processes.Key Responsibilities:Collaborate with stakeholders to provide advanced analytical and operational support for...
-
Strategic Portfolio Analyst
2 weeks ago
Sydney, New South Wales, Australia Cambridge Associates LLC Full timeRole OverviewAs a key member of our investment team, the Investment Analyst will provide critical support in producing investment materials and papers for our clients. This role involves working closely with senior professionals to gather and analyze historical asset allocation, spending, and performance data, as well as evaluating financial histories and...
-
Investment Performance Analyst
2 weeks ago
Sydney, New South Wales, Australia State Street Full timeAbout this role:We are seeking a skilled Investment Performance Analyst to join our team. As a key member, you will be responsible for understanding client investment analytics requirements and providing strong governance and client support.Key responsibilities:Interpreting and articulating investment performance, attribution, and ex-post risk results for...
-
Senior Investment Analyst
3 weeks ago
Sydney, New South Wales, Australia Challenger Full timeAbout the RoleWe are seeking a skilled Senior Investment Analyst to join our Asset and Liability Management and Liquids (ALM and Liquids) team at Challenger.As a key member of our team, you will play a vital role in managing our liquidity and short-term liquid investment activities, reporting to the Senior Portfolio Manager.With a strong analytical...
-
Senior Portfolio Manager
3 weeks ago
Sydney, New South Wales, Australia Suncorp Group Full time### OverviewSuncorp Group is a leading financial services provider in Australia and New Zealand, dedicated to delivering exceptional experiences for our customers. Our purpose has been at the core of our business for over 100 years, and we're committed to building futures and protecting what matters.### SalaryThe estimated annual salary for this role is...
-
Financial Analyst Investment Reporting
2 weeks ago
Sydney, New South Wales, Australia Commonwealth Bank of Australia Full timeRole Summary:We are seeking a highly skilled Financial Analyst to join our Investment Reporting and Analysis team. As a key member of the team, you will be responsible for providing financial support to the CEO, CFO, and Executive Leadership Team. Your primary focus will be on developing forecasts and analysis of the internal investments portfolio, ensuring...