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Senior Investment Strategist

1 week ago

Brisbane, Queensland, Australia Morgans Foundation Full time

Job Description

Morgans Foundation is a leading provider of wealth management and investment services, dedicated to delivering exceptional value to our clients. We are seeking a skilled Investment Researcher - Resources to join our Research team, where you will play a critical role in shaping investment strategies and providing insightful recommendations for Corporate, Institutional, and Private clients.

The Key Responsibilities Include:

  • Developing and promoting investment views and strategies
  • Modelling and valuing relevant projects, assets, and businesses
  • Preparing and delivering strategies in engaging formats for stakeholders
  • Engaging with advisers, clients, and the Corporate Department
  • Responding to client inquiries with insight and precision
  • Coordinating and contributing to the preparation of research reports
  • Supporting cross-sector research and assisting analysts as needed
  • Attending company meetings, site visits, and industry events

About You

  • Proven experience in financial modelling and business evaluation
  • A demonstrated ability to form robust investment views
  • Exceptional information-gathering and report-writing skills
  • Confident and persuasive presentation abilities
  • Strong time management skills and ability to handle competing priorities
  • A proactive and career-driven approach
  • High attention to detail and a sense of urgency
  • Advanced MS Office skills
  • Willingness to travel