Analyst - Investment Research

1 week ago

Eveleigh, New South Wales, Australia Commonwealth Bank of Australia Full time $90,000 - $120,000 per year
About us

About the team

About the opportunity

Analyst - Investment Research
  • As a supporting generalist analyst, you will help drive the seamless co-ordination of investment research across the asset classes.
  • You will be a "utility player" to help facilitate the development and ongoing maintenance of the Investment Process and help drive our asset allocation strategy, portfolio construction and investment selection activities.
  • Co-ordinate a well-structured cadence and approach to research content including fund information reports, performance reporting, due diligence reporting and educational material.
  • Provide generalist coverage to the Asset Class Specialists where required - which can include authoring of reports, content and governance papers.
  • Help co-ordinate investment manager screening, engagement and on-going relationship management.
  • Help co-ordinate operational engagement with fund manager responsible entities and platforms including experience in delivering SMA's or Managed Accounts.
  • Co-ordinate client research events and fund manager engagements (internal & client-facing)
  • Facilitate the oversight of APL approvals and non-APL approvals, Supplementary Investments and the requisite review processes.
  • Ensure compliance with the relevant Group standards and regulatory requirements.
  • Contribute to an effective, efficient and compliant research framework that underpins the Private Wealth Value Proposition and manages and reports on the success and efficacy of this delivery process.
  • Develop long-term, in-depth internal and client relationships via strong customer and stakeholder interactions from a content and engagement perspective.
About you
  • 1-2 years plus experience in a research role with a wealth manager, asset manager, broker or advisor group.
  • Strong analytical and technical writing skills and experience as it pertains to investments and investment research.
  • Strong grasp of the technical evaluation aspects of asset allocation, portfolio construction, equities, fixed income, alternatives and real assets.
  • Experience in wealth management and financial markets preferably in the HNW segment (e.g. Private banking or Wholesale UHNW Asset Management or HNW Wealth management).
  • RG 146 training in Securities, Bonds and Managed Investments; CFA qualifications or equivalent would be an advantage.
  • Experience in managed fund analysis
  • Experience in Wealth management solutions and regulation relating to wholesale and sophisticated investor segment
  • Excellent interpersonal, oral and written communication skills required
  • Proven ability in analytical, organizational, problem-solving, operational and customer service skills.
  • A high level of EQ coupled with the ability to work collaboratively with other teams.
  • Some level of understanding of the regulatory framework governing an investment research offering in the HNW segment.

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