Senior Wealth Investment Professional

1 week ago

Sydney, New South Wales, Australia beBeeResearch Full time $80,000 - $150,000
Investment Research Analyst

The Investment Research Analyst will be a generalist with broad strength in research analysis, ideally with some level of exposure across all asset classes with a particular focus on managed funds.

About the role

They will contribute to the successful delivery of a seamless whole of wealth value proposition inclusive of wealth management and investments across the full spectrum of asset classes.

Main responsibilities

  • Coordinating investment research across asset classes
  • Developing and maintaining the Investment Process
  • Driving asset allocation strategy, portfolio construction, and investment selection activities
  • Providing generalist coverage to Asset Class Specialists
  • Coordinating client research events and fund manager engagements

Key requirements

To be considered for this position, applicants should have:

  • 1-2 years plus experience in a research role with a wealth manager, asset manager, broker, or advisor group
  • Strong analytical and technical writing skills and experience as it pertains to investments and investment research
  • RG 146 training in Securities, Bonds, and Managed Investments; CFA qualifications or equivalent would be an advantage

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