Investment Risk

Play a key role in ensuring sound investment governance, risk oversight, and portfolio integrity across a diverse range of managed account portfolios in one of Australia’s leading investment research and consulting firms.

This role offers a balance of analytical depth, governance responsibility, and client-focused problem solving, ideal for someone passionate about risk, compliance, and the mechanics of portfolio construction. It’s a **hybrid role**, with the expectation of spending** three days per week in the office**.

*** Your key responsibilities as an**Investment Risk & Governance Analyst**will include**:

- Supporting the Investment Risk and Governance function through quarterly reporting, managed account operations, and platform governance activities.
- Generating portfolio risk analysis reports and insights to support decision-making and medium-term asset allocation.
- Working closely with Legal & Compliance to ensure managed account operations remain compliant and minimise the potential for breaches.
- Leading rebalancing sessions and portfolio change execution, ensuring accuracy and adherence to risk parameters.
- Maintaining up-to-date investment documentation such as Product Disclosure Statements, Investment Manager Agreements, and portfolio construction guidelines.
- Contributing to client insights and assisting in the preparation of materials for risk meetings, governance reviews, and new portfolio launches.

**You will need the following experience and skills to join us as an**Investment Risk & Governance Analyst**:

- You should have around 1-3 years of experience in investment risk, governance, or portfolio management, ideally within an asset consulting or funds management environment.
- You will hold a degree in Finance, Business, or a related field, with RG146 compliance considered an advantage.
- You should bring a strong understanding of investment structures, portfolio construction principles, and risk management frameworks.
- You must be highly proficient in quantitative analysis, with excellent attention to detail and a strong command of Microsoft Excel, PowerBI and risk analysis systems.
- You will have excellent communication and stakeholder management skills, with the ability to present insights clearly and professionally.

**Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients**

At Zenith, we believe in integrity, continuous improvement, and collaboration. You’ll be joining a team that values professional growth, diversity of thought, and quality in everything we do. We offer flexible working arrangements, opportunities to develop your technical and leadership skills, and a supportive environment that encourages initiative and innovation.

**Our benefits**:

- The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
- A pleasant, ambitious and professional working climate with good opportunities for further development
- A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
- Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
- Eligibility of discretionary bonus
- 4 days of study leave per annum
- $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
- A range of wellbeing offerings and discounts on everyday spending Flexible work options under our Versatile Work Practices