Junior Investment Research Analyst

5 days ago

Melbourne, Australia Findex Full time

Due to an exciting growth phase, Centric is seeking a Junior Research Analyst to join our Investment Platform. This is a full-time, permanent opportunity, flexible on location for the right person.

**The Opportunity**

Due to an exciting growth phase, Centric is seeking a Junior Research Analyst to join our Investment Platform. This is a full-time, permanent opportunity, flexible on location for the right person.

The Investment team is a dynamic part of the Centric Group. The team is responsible for multiple investment components that are delivered to dealer groups and other external partners including trustee and administrative. A key area of the teams responsibilities is model portfolios / managed accounts where we provide asset allocation and investment blending targeting specific investment objectives.

**What does a typical week look like?**
- Performance reporting for portfolios, sectors and individual funds,
- Quantitative analysis on respective listed and unlisted investments,
- Adviser and client materials,
- Preparation of recommendations for Investment Committee purposes,
- Investment administration as required (compliance/risk checks etc),
- Liaise with external investment and fund managers.

The natural progression of this role is into an analyst role, where you would be involved in fund manager research, macroeconomic research, and portfolio construction amongst other things.

**Let’s Talk About You**

The successful person will possess the following skills, experience and attributes:

- Relevant Tertiary degree in Finance/Business/Economics/Investments,
- CFA or relevant industry qualification (highly regarded),
- Relevant working experience within financial planning, investments, etc.
- Solid understanding of financial set-up, procedures, statistics and economics
- Excellent quantitative and qualitative analytical skills
- Demonstrated background in working with others to achieve common outcomes and/or goals,
- Stay focused and use time effectively to achieve goals by ensuring outcomes are the primary focus of actions, Ability to display original thinking and creativity

**The Perks**
- Dynamic working environment - work from home and/or office, great flexibility to work around your family, lifestyle or personal commitments
- Work with a collaborative, fun team
- Beautiful office facilities with quality, ergonomic equipment
- Access to Employee Assistance Program and online learning, supporting a healthy work-life balance Career development opportunities based on your preferences as the business is rapidly growing

**Why Centric?**

Centric is a comprehensive online wealth management platform providing advisers and investors the ability to manage their wealth easily and efficiently. Through the platform, clients have a full view of their assets and liabilities in one place, even if they’re held outside Centric.

Offering access to competitive investment products including Centric Super, Centric is a dynamic way to design and manage portfolios for investors at all life stages, also enabling reporting and access for aligned professionals such as accountants.

With over $3 billion in FUM and backed by FNZ, Centric offers a flat administration fee and full pricing transparency, together with healthy cash rates and a low cost to trade. Designed for advisers through extensive consultation with advisers, the Centric team is passionate about delivering a quality platform and experience, enabling advisers and their clients to thrive.

**Next Steps?**

**Please note**:

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