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Investment Analyst
2 weeks ago
About Us
Founded in 2001, we set out to simplify the complexities of wealth management. We support leading institutions and private wealth firms with cutting-edge technology and outstanding service. We offer the only fully integrated investment platform that enables comprehensive management of an investor's entire portfolio in one place. Join us on our mission to redefine and evolve effective wealth management.
The Role
Join our Investment Managers & Governance team to help shape and maintain Praemium's Platform Investment Menus. You'll identify new opportunities, conduct
model manager due diligence
, and onboard SMAs, managed funds, and other securities. You'll also monitor existing investments to ensure they meet our quality and performance standards.
Key Responsibilities
- Research and assess new funds, SMAs, and model portfolios for platform inclusion.
- Conduct
in-depth model manager due diligence
and prepare recommendations for the Investment Committee. - Monitor investment performance and engage with managers on attribution analysis.
- Build strong relationships with fund and model managers.
- Maintain accurate investment data and collaborate with internal teams for seamless onboarding.
Desired Qualifications, Experience and Competencies
- At least 5 years' funds research experience
(essential). - SMA/model portfolio experience
strongly preferred. - Proven expertise in
model manager due diligence
. - Degree in Finance or related field (CFA not required – experience valued over qualifications).
- Strong analytical skills, excellent communication, and advanced Excel skills; Morningstar Direct/FactSet experience an advantage.
What We Offer
- Flexible hybrid work environment - split your time between home (3 days) and the office (2 days).
- Competitive salary with variable annual performance bonus incentive.
- Comprehensive leave benefits, including paid parental leave and purchased leave options.
- Access to novated leasing and financial wellness courses.
- Professional development opportunities tailored to your growth.
- End-of-trip facilities at 367 Collins Street, Melbourne.
How to Apply
Please apply with your CV and respond to the screening questions outlining how your capabilities and career achievements align with the key responsibilities of this role.
We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates.
Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.
