Associate Investment Analyst
2 days ago
Associate Investment Analyst
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. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology.
The Associate Investment Analyst role involves reviewing all aspects of fund managers' investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for maintaining databases, the collection and co-ordination of requisite information, writing detailed research reports and assigning investment ratings on the funds.
**Your key responsibilities will be to**:
- Maintain databases and other quantitative information to aid with fund filters and other related analysis
- Aid with collection of information and supporting documentation for fund manager reviews, sector reports and other logistics
- Participate in fund manager assessment meetings in their office (this will require interstate travel with prospects for international travel)
- Fund manager review file notes
- Score assessment criteria for fund managers
- Present and support investment ratings to research committee
- Write reports (allocating and assigning investment assessments and recommendations on funds across a variety of investment fund asset classes)
- Review reports / investment products covering investment style, process, strategies, performance and structures
- Send research reports to managers
- Incorporate relevant factual feedback from managers in reports
- Publish reports on Zenith website to clients
**To join us you will need the following experience and skills:
- You will ideally have a bachelor's degree or higher in Finance, Commerce or Business - this is highly advantageous.
- You must have excellent written and verbal communication skills.
- You will have a passion for your craft, a 'can do' attitude and a hunger to learn continuously
- You must have advanced MS Office Suite skills.
- You will ideally have a passion for investments and markets - Equity in particular.
- You will have the ability to work independently and take ownership of your own workload.
- You will be a team player who can communicate and work effectively with all stakeholders at all levels.
- You must have excellent presentation skills and strong attention to detail.
- Having a background in research is favourable.
**By joining the team, you will be offered the following**:
- A role that is varied in its responsibilities and welcomes initiative and collaboration with other motivated and experienced professionals.
- 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 study leave per annum.
- $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy).
- Flexible work options under our Versatile Work Practices.
**Your next steps**:
-
Job ID B476B2265F
-
Associate Investment Analyst
1 week ago
Melbourne, Australia Lonsec Group Full timeAssociate Investment Analyst Join our dynamic team at Lonsec as an Associate Investment Analyst, where you'll play a key role in shaping our managed fund research and providing expert insights to financial advisors and subscribers. About Lonsec Lonsec is a leading investment research powerhouse in Australia, empowering financial experts, fund managers,...
-
Investment Associate
2 days ago
Melbourne, Australia Lighter Capital Full timeInvestment Associate Lighter Capital is venture backed fintech company that has created a new fundraising path for early-stage tech enterprises. Our transparent, data-driven, tech-enabled process provides entrepreneurs financing quickly without making them give up equity or board seats. We work with hundreds of visionary startup CEOs each year and our...
-
Research & Ratings - Graduate Investment Analyst
4 weeks ago
Melbourne, Victoria, Australia Lonsec Full timeAre you passionate about financial markets and investment research? We're seeking a dynamic and motivated Associate Investment Analyst to join our team in Melbourne. For more junior candidates, there's the opportunity to start as a Graduate Investment Analyst. This is your chance to dive deep into the world of investment analysis.About the companyThe Lonsec...
-
Research & Ratings - Graduate Investment Analyst
4 weeks ago
Melbourne, Victoria, Australia Lonsec Full timeAre you passionate about financial markets and investment research? We're seeking a dynamic and motivated Associate Investment Analyst to join our team in Melbourne. For more junior candidates, there's the opportunity to start as a Graduate Investment Analyst. This is your chance to dive deep into the world of investment analysis.About the companyThe Lonsec...
-
Investment Analyst
2 weeks ago
Melbourne, Victoria, Australia Numbers Executive Full time $80,000 - $120,000 per yearOur client The opportunity The Investment Analyst/Senior Analyst will join a highly experienced team, responsible for identifying, evaluating and executing development, investment and strategic acquisition opportunities. Day-to-day, the Analyst will undertake the following activities: Develop and maintain financial models for renewable energy projects,...
-
Analyst, Investment Data Governance
6 days ago
Melbourne, Australia IFM Investors Full timeAnalyst, Investment Data Governance **About us** **Business Overview** Our Operations team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: - Transaction Management & Support - Investment Operations & Client...
-
Melbourne, Australia British Columbia Investment Management Corporation Full timeWith $295.0 billion of gross assets under management, as of March 31, 2025, British Columbia Investment Management Corporation (BCI) is the provider of investment management services for British Columbia’s public sector and one of the largest asset managers in Canada. BCI seeks investment opportunities around the world and across a range of asset classes...
-
Analyst, Investment Data Governance
6 days ago
Melbourne, Australia IFM Investors Full time**About us** **Business Overview** Our Operations team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: - Transaction Management & Support - Investment Operations & Client Service - Investment Risk &...
-
Investment Analyst
2 weeks ago
Melbourne, Victoria, Australia Redpath Partners Full time $80,000 - $120,000 per yearRedpath Partners have been engaged to find an investment analyst to join a deals team as the company gears up for a busy period of investment and acquisitions. This position is a great move for the right investment analyst that is looking to grow their deals exposure in the Real Estate space. This client is widely regarded in the market for retaining...
-
Investment Analyst, Debt Investments
2 days ago
Melbourne, Australia IFM Investors Full timeInvestment Analyst, Debt Investments **The Opportunity** At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that's inclusive, accountable, and collaborative. Where...
