Investment Analyst

THE OPPORTUNITY

Investment Analysts (IAs) work closely as members of 3-4 person client teams in providing support producing investment materials and papers to our clients. Responsibilities include gathering and analysing historical asset allocation, spending, and performance data; evaluating financial histories; analysing investment managers’ portfolios; writing investment memos; preparing exhibits and other presentation documentation; and answering client questions and requests. In addition, analysts assist with performance reporting reconciliation, attribution analysis, and investment transactions on behalf of clients. This requires someone with attention to detail, an interest in investment markets, and willingness to contribute with high standards and professionalism within a small team.

Each IA is generally responsible for six to ten clients and handles several projects at once. Every IA is responsible for arranging his or her schedule and priorities in order to meet deadlines; however, there is a strong tradition of teamwork and cooperation among members of the Investment Analysts Group to help manage the workload. Although the position involves quantitative analysis, there is also a strong qualitative component as IAs work to describe market conditions and relay investment recommendations to clients in written reports. As senior professionals may be out of the office during periods of time for client meetings, analysts must be self-motivated and disciplined to maintain high personal and professional standards at all times due to the sophistication of our clients and the tight deadlines that can arise from time-to-time.

SKILLS

Familiarity with computer databases and spreadsheets, especially Microsoft Excel, Word, and PowerPoint

An ability to work independently and as part of a team

Strong analytical and communication skills

Being a self-starter and having an inquisitive nature

Desire to work within a small team

Brings a positive and productive attitude to work each day

Motivated and engaged to take ownership of tasks

Ability to critically problem-solve

Excellent organizational skills, keen eye for detail, ability to prioritize and work on multiple projects simultaneously

QUALIFICATIONS

Bachelor’s degree (any major) with a record of high academic achievement (credit average or above)

Individuals with 0-3 years of work experience are welcomed to apply

Must be eligible to work in Australia without sponsorship (This position is open for consideration to candidates who are currently based in New Zealand but are willing to relocate to Sydney)

All applications must include a resume AND a cover letter in a single PDF document for consideration.