Financial Research Expert

7 days ago

Sydney, New South Wales, Australia beBeeAnalyst Full time $135,000 - $145,000
About the Role

The Research Analyst position represents an exciting opportunity to make a significant contribution to the thought leadership and intelligence capital of our organisation.

This role will require strong collaboration to achieve successful execution of research initiatives and leadership on specific projects after experience is gained in the role.

Key Responsibilities
  • Assist in the timely delivery of existing ongoing research publications based on client requirements.
  • Contribute to the process of creating new research content.
  • Assist Sales team in identifying and scoping new opportunities.
  • Engage with the team to refine and establish new research processes, methodologies and research formats to optimise the research workflow, the quality of research insights and their relevance to clients.
  • Provide consulting and analytical support for recurring and new research projects.
  • Demonstrate care, precision, diligence and thoughtfulness in the execution of research analytics, report production and verification processes.
  • Pro-actively share knowledge and understanding of industry developments with team members, on a formal and informal basis.
Qualifications

Candidates should have:

  • Tertiary qualification in mathematics/economics/statistics/finance.
  • Preferably a minimum of 5 years' experience in financial services with a focus on the wealth management industries, or experience with a market research firm or a consulting business active in the financial services industry.
  • Understanding of life insurance products (Retail, Direct, Group), retirement products (superannuation, income stream/annuities) and managed investments.
  • Familiarity with Australian financial regulators and financial markets.
  • Strong mathematical aptitude, analysis, forecasting/modelling skills.
  • Strong communications skills both written and verbal.
  • Excellent attention to detail.
  • Ability to work under pressure to meet deadlines and conflicting demands.
  • Knowledge of PC applications including spreadsheet and database analysis and proficient in standard office software and equipment.
What We Offer

Our people are the moving force behind our success. We are dedicated to hiring the best, most talented people in our industry and empowering them with the resources and support to enhance their career, health, financial and personal well-being.

We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace.

Let's empower, collaborate, and inspire one another.

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