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.

As an Investment Risk & Governance Analyst, you will have the opportunity to apply your quantitative analysis skills and risk management expertise to help deliver consistent investment outcomes for clients. Working within Zenith's Portfolio Solutions team, you'll collaborate with experienced professionals, engage with senior stakeholders, and contribute directly to the management of multi-asset portfolios.

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

Apply now and we'll aim to get back to you with feedback within 5 working days.

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