Investment Analyst, Equities

3 weeks ago

Melbourne, Australia UniSuper Full time

About UniSuper 

Want to be part of a high-performing, award-winning team? Look no further than UniSuper. We’re recognised for our performance excellence as we strive to deliver exceptional retirements for our members, and our growth means opportunities to grow with us. Come be a part of our inclusive, passionate team and make a difference with UniSuper. 

Over 70% of all funds under management (FUM) are managed in-house by our dedicated Investments team. We strongly believe our in-house management strategy ultimately leads to greater retirement outcomes for our members through lower fees, sustainable investment options and top quartile investment performance. 

Opportunity 

This position supports managing UniSuper’s equity strategies.  This includes taking stewardship of the research investment philosophy and implementation. You will work with the Portfolio Managers in Australian Equities to identify and analysis opportunities, incorporate AI into investment and portfolio management, prepare reports, facilitate trading, foster a collaborative team and develop new talent.  

As an Investment Analyst, you will be responsible for the following:  

  • Qualitative Research: Conduct research to support portfolio management and broader investment initiatives. 
  • AI Integration: Incorporate AI into investment and portfolio management to enhance efficiency, accuracy, and innovation. 
  • Investment Opportunities: Proactively develop, review, and refine investment opportunities. 
  • Tool Development: Create tools to streamline portfolio construction and the overall investment process. 
  • Fund Implementation: Assist in the efficient implementation of the Fund’s investment arrangements and stay updated on industry developments. 
  • Report Preparation: Prepare reports for UniSuper’s Investment Committee, external reviews, and other monthly reports. 
  • Research Papers: Contribute to the compilation of research papers and other publications for both internal and external use. 
  • Team Collaboration: Work closely with other asset class teams within the investments department. 

About you 

As an experienced Investment Analyst, you'll have the opportunity to work with one of the best in house investment teams in the industry. 

 To be successful in this role you will have: 

  • Excellent Communication and Interpersonal Skills: Demonstrate excellent verbal and written communication skills, along with the ability to form strong professional relationships with investment team members. 
  • Presentation and Analytical Skills: Exhibit excellent presentation skills, including the ability to summarise results and provide insight, coupled with strong financial modelling, analytical, and quantitative skills. 
  • Technical Proficiency: Possess a high degree of numeracy, computer literacy, sound information technology skills, and the ability to develop, program, and implement quantitative models. 
  • Attention to Detail and Self-Motivation: Show self-motivation, attention to detail, and the ability to work proactively, meet deadlines, and function effectively both in a team and autonomously. 
  • Investment Analysis Experience: Bring investment analysis and/or research experience within the investment and/or superannuation industries, ideally including experience in researching fund managers and developing and analysing financial models. 
  • Qualifications and Professional Development: Hold post-graduate and professional qualifications, along with extensive industry experience. 

We take a long-term outlook and will invest in our employee's development and training with a personal development plan and yearly funding to support your career goals. 

We're passionate about knowledge and sharing it amongst our members and our employees so believe 60% in office is the best way to collaborate and build relationships with your colleagues whilst offering flexibility. 

If you feel you have the experience and skills required for this role, please apply 

Think Great. Create Great. 

  • Investment Analyst, Equities

    3 weeks ago

    Melbourne, Australia UniSuper Full time

    **About UniSuper** Want to be part of a high-performing, award-winning team? Look no further than UniSuper. We’re recognised for our performance excellence as we strive to deliver exceptional retirements for our members, and our growth means opportunities to grow with us. Come be a part of our inclusive, passionate team and make a difference with...

  • Technical Investment Analyst

    6 months ago

    Melbourne, Australia Clarrow Full time

    Technical Investment Analyst ( FactSet ) Equities - Amazing Company & Culture - Hybrid Working Environment My Client is a leading private Fund Manager, is currently on the hunt for a Senior Technical Investment Analyst to join the high performing Investment Tech team Within this role you will report to the Head of Investment Technology, you will provide...

  • Investment Analyst

    8 months ago

    Melbourne, Australia Collins Executive Recruitment Full time

    Primarily focused on global listed equities (trading and fundamental) - Gain exposure to other asset classes such as private equity, venture capital etc - Learn from excellent mentors with deep business and investment experience. Collins Executive Recruitment has been exclusively mandated to support a prestigious and growing family office based in South...

  • Associate Investment Analyst

    6 months ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst 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. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Associate Investment Analyst

    6 months ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst 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. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Associate Investment Analyst

    6 months ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst 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. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Investment Research Professional

    1 week ago

    Melbourne, Victoria, Australia Kaizen Recruitment Full time

    About the RoleWe are seeking an experienced Investment Research Professional to join our team as a Senior Analyst, Equities. This is a key position within our organisation, responsible for monitoring domestic and global equity fund managers while supporting the investment strategy and maintaining day-to-day oversight of investment portfolios.

  • Associate Investment Analyst

    6 months ago

    Melbourne, Australia Zenith Investment Partners Full time

    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. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...

  • Associate Investment Analyst

    6 months ago

    Melbourne, Australia Zenith Investment Partners Full time

    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. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...

  • Associate Investment Analyst

    6 months ago

    Melbourne, Australia Zenith Investment Partners Full time

    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. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...

  • Equity Analyst

    6 months ago

    Melbourne, Australia Collins Executive Recruitment Full time

    Reputable global equity fund manager with a history of outperformance - Great mentors & leadership - Excellent culture & career development prospects My client is a multi-award-winning global equities fund manager based in Melbourne CBD. They have an absolute return focus and a strong track record of outperformance. They manage several billion dollars on...

  • Graduate Investment Analyst

    3 weeks ago

    Melbourne, Australia Lonsec Group Full time

    Graduate Investment Analyst Kickstart Your Career as a Graduate Investment Analyst! Are you a recent graduate excited to explore the world of finance? Join our renowned Research Team in Sydney or Melbourne and start your career journey as a Graduate Investment Analyst. As a Graduate Investment Analyst, you will play a pivotal role in delivering...

  • Investment Analyst

    6 months ago

    Melbourne, Australia Zenith Investment Partners Full time

    The **I**nvestment Analyst** role involves reviewing all aspects of fund managers’ investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds. A finance related degree...

  • Graduate Investment Analyst

    8 months ago

    Melbourne, Australia Lonsec Full time

    **Kickstart Your Career as a Graduate Investment Analyst! Are you a recent graduate excited to explore the world of finance? Join our renowned Research Team in Sydney **or **Melbourne and start your career journey as a Graduate Investment Analyst. As a Graduate Investment Analyst, you will play a pivotal role in delivering high-quality managed funds product...

  • Investment Analyst

    6 months ago

    Melbourne, Australia Lonsec Full time

    **Join our Research team in Melbourne or Sydney! **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries &...

  • Operations Analyst

    2 months ago

    Melbourne, Australia Allura Partners Full time

    Analyst - working directly with portfolio businesses Previous Private Equity, Consulting or M&A experience essential CBD location - client facing role Our client, a leading private equity firm, is seeking a talented Operations Analyst to join their dynamic team. As an Operations Analyst, you will be a key player, bridging the gap between the private equity...

  • Private Equity Analyst

    4 months ago

    Melbourne, Australia Bond Executive Full time

    M- Posted by - Mike Lancefield- Recruiter Join a leading PE House and enjoy a rewarding career on the buy side An exceptional opportuntiy to join a leading Private Equity House specializing in FMCG, Green Tech and General Industrials. With a strong track record of investing in high-growth companies, we are committed to delivering exceptional value to their...

  • Associate Investment Analyst

    3 months ago

    Melbourne, Australia Lonsec Group Full time

    Associate Investment Analyst Join our dynamic team at Lonsec as an Associate Investment Analyst, where you'll play a key role in shaping our managed fund research and providing expert insights to financial advisors and subscribers. About Lonsec Lonsec is a leading investment research powerhouse in Australia, empowering financial experts, fund managers,...

  • Associate Investment Analyst

    4 months ago

    Melbourne, Australia Lonsec Group Full time

    Associate Investment Analyst Join our dynamic team at Lonsec as an Associate Investment Analyst, where you'll play a key role in shaping our managed fund research and providing expert insights to financial advisors and subscribers. About Lonsec Lonsec is a leading investment research powerhouse in Australia, empowering financial experts, fund managers,...

  • Associate Investment Analyst

    6 months ago

    Melbourne, Australia Lonsec Full time

    **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & investors leverage our knowledge & expertise, and...