Investment Analyst

2 weeks ago

Melbourne, Victoria, Australia CANDOR Recruitment Full time

About the business

Our clients are a young, driven team that seamlessly integrates wealth services and accounting for UHNW individuals including founders, executives, private

business and family groups.

We are currently experiencing growth and looking for an Investment Analyst to work in our Investment Committee. This will be a varied role where you will research different asset classes for each unique client whether that be debt funds, infrastructure investments, private equity, private debt, etc.

This role is for you if you are driven and looking to grow your career within the investments space and work with highly regarded individuals in the investment world.

About the role

  • Contribute to investment research and analysis activities including due diligence on investments
  • Research different asset classes be it; debt funds, stocks, infrastructure investments, private equity, shopping centres, etc
  • Assist in the review of client investment portfolios
  • Attend and take notes at fund manager meetings
  • Participate in fund management presentations on behalf of the business
  • Assist in the preparation of investment reports for clients and others
  • Maintain client records in accordance with compliance requirement
  • Focus on personal and professional development, study costs are covered

Skills and experience

  • MUST have 2 years experience working with an Investment Committee
  • Strong understanding of different asset classes
  • Investment research experience is essential
  • CPA qualification is highly regarded
  • Strong proficient knowledge of Microsoft Office Suite, particularly excel
  • Excellent communication skills – you must be comfortable speaking to fund managers
  • Must be Australian Citizen to Apply

Please apply if you believe you have the required experience for this role or email

  • Investment Analyst

    2 weeks ago

    Melbourne, Victoria, Australia Brook Recruitment Full time

    About the Company:Join an exclusive property development and investment business renowned for excellence in design and quality, delivering a range of innovative developments across Victoria. Be part of a place that values its people - offering exposure to industry leaders and a culture that's ambitious, inclusive, and genuinely supportive. ...

  • Senior Investment Analyst

    2 weeks ago

    Melbourne, Victoria, Australia Grant Executive Search Full time $80,000 - $120,000 per year

    As one of Australia's leading investment groups, this organisation is committed to building an excellent culture and best practise work environment, as well as actively developing its team for longer term individual career opportunities. Growth and an increased demand for quality investment analyst research information have driven the requirement for this...

  • Investment Analyst

    2 weeks ago

    Melbourne, Victoria, Australia Grow Your Business Full time

    Role DescriptionWe are seeking a highly analytical and detail-drivenInvestment Analystto join our team. In this role, you will be responsible for supporting investment decisions by conducting financial analysis, market research, and due diligence. You will work closely with senior investment professionals to evaluate investment opportunities, monitor...

  • Investment Analyst

    2 weeks ago

    Melbourne, Victoria, Australia UniSuper Full time

    DescriptionAbout UniSuperUniSuper is a leader in the superannuation industry, renowned for delivering strong performance and exceptional retirement outcomes for our members. As we continue to grow, we offer meaningful opportunities for talented professionals to develop their careers and contribute to our success. Join our collaborative and forward-thinking...

  • Investment Analyst

    2 weeks ago

    Melbourne, Victoria, Australia UniSuper Full time

    About UniSuperUniSuper is a leader in the superannuation industry, renowned for delivering strong performance and exceptional retirement outcomes for our members. As we continue to grow, we offer meaningful opportunities for talented professionals to develop their careers and contribute to our success. Join our collaborative and forward-thinking team, where...

  • Senior Investment Analyst

    2 weeks ago

    Melbourne, Victoria, Australia FE fundinfo Full time

    Take the lead in shaping investment insights that drive strategic decisions across a fast-paced, globally expanding business.As a Senior Investment Analyst at Zenith Investment Partners, you'll be at the forefront of investment research, leading high-impact projects and producing influential reports that guide financial advisers and their clients. This role...

  • Senior Investment Analyst

    7 days ago

    Melbourne, Victoria, Australia Lonsec Full time

    We're looking for a Senior Investment Analyst to join our Manager Research team in either Melbourne or Sydney. This permanent, full-time position offers a hybrid work arrangement and presents an exciting opportunity to contribute to in-depth managed funds product research that drives key decisions for financial advisers and investors.About The RoleThe Senior...

  • Investment Analyst Funds

    2 weeks ago

    Melbourne, Victoria, Australia Keegan Adams Recruitment Pty Ltd Full time

    Fund performance analysis position, initially contract with high likelihood of extension and permanencyWork with a well established team with with a history of delivering above market results to their clients$ dollars per hour, on an  initial 3-6 month ContractAbout the Company:A well known and established investment organisation operating with a...

  • Investment Analyst

    2 weeks ago

    Melbourne, Victoria, Australia ACT Digital Full time

    Role DescriptionWe are seeking a highly analytical and motivated Investment Analyst to join our growing team. In this role, you will be responsible for researching and evaluating investment opportunities, providing financial insights, and supporting investment strategies to help achieve long-term financial goals. You will collaborate with senior team members...

  • Investment Banking Analyst

    2 weeks ago

    Melbourne, Victoria, Australia ACT Digital Full time

    Role DescriptionThe Investment Banking Analyst is responsible for providing analytical and transactional support throughout the deal-making process, including mergers, acquisitions, capital raising, and restructuring. This role involves performing financial modeling, conducting valuation analysis, and preparing presentations and reports for senior bankers...