Senior Investment Analyst

1 week 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 offers the opportunity to work with a team of experienced professionals, take ownership of your sector coverage, and contribute to a culture that values continuous learning and professional growth.

Your key responsibilities as a Senior Investment Analyst will include:
  • Leading the production of high-quality research reports, providing detailed insights into managed funds and exchange traded investment strategies.
  • Operating as the lead analyst in sector reviews, presenting findings and recommendations to internal and external stakeholders.
  • Monitoring and evaluating the risk-adjusted performance of funds under your coverage, ensuring alignment with market trends and client needs.
  • Staying informed on current issues, valuations, risks, and returns within your assigned sector.
  • Collaborating with colleagues across research and consulting teams to deliver integrated investment solutions.
  • Ensuring timely and accurate delivery of research outputs in line with monthly work schedules.
You will need the following experience and skills to join us as a Senior Investment Analyst:
  • You must have advanced proficiency in Microsoft Office Suite, particularly Excel
  • You will have demonstrated experience in investment research, with a strong track record of producing high-quality reports and insights.
  • You will bring proven research capability across Fixed Income, Multi-Asset, and Alternative strategies, with experience in assessing private market real estate and infrastructure funds considered highly advantageous.
  • You should possess excellent communication and presentation skills, enabling you to lead meetings and clearly convey complex investment ideas.
  • You must have a deep understanding of risk-adjusted performance metrics and sector-specific investment dynamics, with experience using Bloomberg or similar financial data platforms.
  • You will ideally hold or be working towards CFA certification and RG146 compliance, reflecting your commitment to professional standards in financial services.

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

We pride ourselves on fostering a collaborative and inclusive work environment where everyone feels valued. Our culture supports flexible work arrangements, encourages professional development, and promotes wellbeing through a range of initiatives. Whether you're working from home or in the office, you'll be part of a team that values your contributions and supports your growth.

Benefits:
  • The opportunity to make your mark on the success of a fast-paced entrepreneurial company
  • 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 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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