Analyst, Investment Funds Research Private Markets

2 days ago

Melbourne, Victoria, Australia NAB Full time $80,000 - $120,000 per year
  • Assist in the production of high-quality investment research and insights on identified private market Investment opportunities
  • Communicate investment recommendations and ongoing reporting to Private Wealth clients and/or personnel through the production of written reports and presentations
  • Assist in the delivery and uplift of research framework, including supporting the implementation and assisting in the production of client and adviser collateral

Contribute to the execution of the Chief Investment Office's Investment Funds Research – Private Markets strategy, by supporting the Head of Investment Funds Research (Private) with the continued build out and maintenance of private investment opportunities. The Chief Investment Officer function delivers research and insights across a broader range of Private Wealth clients (including JBWere) and is an integral part of our client value proposition.

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

In the role of
Analyst, Investment Funds Research
, you will join
Andrew Penman
and the Investment Funds Research Private team that's doubling down on customer obsession.

Each day, you'll go above and beyond to:

  • Assist in the investment/manager selection process by monitoring and identifying investment opportunities across private markets and maintain list of identified opportunities
  • Help in the production of high quality investment research and insight on identified opportunities, and produce ongoing reporting of funds on JBWere's Approved Product List for JBWere advisers and clients
  • Support the uplift of Private Wealth CIO Office's Investment Funds Research – Private offering across the Private Wealth business unit.

We're looking for the best and brightest to deliver the best for our customers. You'll need:

  • Excellent verbal and written communication skills are necessary for preparing reports, presentations, and interacting with various stakeholders
  • Strong organisational and stakeholder management skills
  • Detail orientated with a self-starter mentality
  • Past experience in finance related role, ideally in private market investments and multi-asset manager selection
  • A bachelor's degree or equivalent
  • CFA, CAIA, CA and RG-146 qualifications are an advantage

A diverse and inclusive workplace works better for everyone
We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs), we continue to foster an inclusive environment, where all NAB colleagues' unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

For details on the recruitment process, and accessibility, or alternate methods to apply for this role, please visit . To discuss adjustment requirements, please contact the NAB Careers team via (please reference job number) or visit our Careers page through the link above for other contact options.

Join NAB
If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.

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