Investment Research Specialist

4 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $150,000
Job Title: Investment Research Specialist

We are seeking a skilled and detail-oriented Investment Research Specialist to join our team. As an Investment Research Specialist, you will be responsible for providing high-quality research and analysis to support our clients' investment decisions.

About the Role

The successful candidate will work closely with our client teams to gather and analyze data, evaluate financial histories, and analyze investment managers' portfolios. You will also be responsible for writing investment memos, preparing exhibits and presentation documentation, and answering client questions and requests.

Key Responsibilities
  • Gather and analyze historical asset allocation, spending, and performance data
  • Evaluate financial histories and analyze investment managers' portfolios
  • Write investment memos and prepare exhibits and presentation documentation
  • Answer client questions and requests
  • Assist with performance reporting reconciliation, attribution analysis, and investment transactions on behalf of clients
Requirements
  • Bachelor's degree (any major) with a record of high academic achievement
  • 0-3 years of work experience in a related field
  • Ability to work independently and as part of a team
  • Strong analytical and communication skills
  • Familiarity with computer databases and spreadsheets, especially Microsoft Excel, Word, and PowerPoint
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is committed to maintaining a positive and inclusive work environment, and we welcome applications from diverse candidates.

As a member of our team, you will have the opportunity to work on challenging projects, develop your skills and expertise, and contribute to the success of our clients. If you are a motivated and detail-oriented individual who is passionate about investment research, we encourage you to apply for this exciting opportunity.

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