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Investment Analyst
2 weeks ago
Competitive starting salary of $70,000-$75,000 + Super with a bonus structure
- Opportunity to own equity in the company
- Fully paid medical insurance
**Company Profile - Investment Management**
Our client is a well-established high-quality investment management business based in Sydney, with headquarters in Auckland and offices across New Zealand. They are responsible for managing over $12bn on behalf of their clients and aim to become the clear leaders in the wealth management sector across New Zealand and Australia. The expert investments team is tight-knit in the Sydney based office and they are ready to nurture junior talent hungry for a career within investment funds management.
**Job Overview - Investment Analyst**
In this Investment Analyst role, you will join the investments team and liaise directly with the Portfolio Managers and analysts. The successful graduate analyst will be tasked with preparing investment documentation, in particular helping the team to write investment reports and company research.
This is the perfect first step for a numerically minded graduate to deep dive into the funds management industry and gain hands-on experience from day one.
**Job Responsibilities - Investment Analyst**
Your responsibilities in this Investment Analyst role will include, but is not limited to:
- Assisting dealers and the trades team to ensure that all trades are booked correctly before cut-offs, and helping to resolve any settlement or matching issues
- Support analysts and portfolio managers with formalising investment reports
- Monthly performance and data management for portfolio managers and marketing documents
- Support the management of broker payments, panels and commission sharing agreements
- Fundamental research on individual companies in Australia (e.g. financial forecasting, company meetings, etc)
- Equity valuation
- Industry summaries
- Please note this is a graduate role which will provide sufficient training and support with assistance from mentors across the business_
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**Job Requirements - Investment Analyst**
- Educated to degree level with a strong academic background - Relevant degree is helpful (e.g. investments, finance, economics, applied mathematics etc.)
- Study support available if studying towards CFA
- Demonstrated interest in investing and financial markets
- Contributions in extra-curricular areas
- Strong numeracy skills
- Well versed with Microsoft Office, especially Excel
- Excellent written and oral communication skills
- Strong attention to detail
- Self-motivated, with good relationship building skills
- Positive and pro-active attitude to role
- Focused and flexible approach and attitude to a small company work environment
**Benefits of the Role
- Investment Analyst**
- Competitive starting salary of $70,000-$75,000 + Super with a bonus structure
- Opportunity to own equity in the company
- Fantastic benefits offered:
- E.g. fully paid medical insurance
- Trauma insurance
- Study support
- Parental leave (6 months fully paid including return to work coaching)
- Opportunity to jump straight into a successful investment firm with considerable growth over the last three years
- Access to role models and mentors across the business
- Working closely with the expert investments team
- Joining the tight-knit Sydney team as part of a wider global company
- Amazing centrally located CBD Sydney offices
- A supportive environment ready to nurture junior talent
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- Give A Grad a Go is committed to being an equal opportunity employer. All qualified applicants will receive consideration regardless of age, gender, ethnicity, sexual orientation, faith, disability or other. We are continually finding ways to improve the way we work, read our Diversity and Inclusion promise for more information about this._
- INDAUS_
