Financial Investment Adviser

Business Overview

QuarterFive is a next-generation multi-family office, offering tailored wealth management and investment solutions for high-net-worth families. They blend personalised advice, tech innovation, and deep expertise to help families grow and protect their wealth with integrity and transparency. Their expert team excels in navigating complex financial landscapes, making them the trusted partner for families seeking thoughtful, effective wealth management.

About the Role :

The Investment Analyst plays a critical role within QuarterFive’s investment team, supporting the functions of the Investment Committee and working directly with both advisory team and clients. This dual-facing role offers a unique pathway into both the technical investment function and client advisory services, with the opportunity to specialise or maintain exposure to both.

Responsibilities and tasks :

• Interview prospective and existing clients to assess their financial status, investment goals, needs, and risk tolerance.
• Analyze clients’ financial data to determine objectives and develop tailored investment strategies.
• Respond to client inquiries, providing detailed explanations and rationale for investment decisions and recommendations.
• Gather and incorporate client feedback to improve future financial strategies and communications.
• Refer clients to other professionals or organizations for additional services required by their financial plans.
• Develop and implement personalized financial plans and investment strategies that align with client objectives and financial situations.
• Set financial objectives and formulate strategies to achieve long-term wealth and financial security goals.
• Recommend and arrange suitable insurance coverage to meet client protection needs.
• Assist clients with superannuation-related compliance and investment planning.
• Track and monitor the performance of client portfolios against benchmarks and expected outcomes.
• Provide ongoing insights and recommendations for portfolio rebalancing, optimization, and risk mitigation.
• Analyze portfolio composition and advise on diversification, asset allocation, and funding sources.
• Manage funds from personal superannuation savings, unit trusts, and other investments.
• Arrange for the purchase and sale of securities (e.g., shares, bonds) on behalf of clients.
• Collaborate with the Investment Committee to support its strategic evolution and governance functions.
• Collaborate with the Quarter Five operational team to ensure that technology tools are tailored to the specific needs of the investment team.
• Gather and organise financial, accounting, and investment data to support the preparation of budgets, reports, forecasts, and client investment presentations and performance reviews.

Required Education qualification, experience and other skills :

Salary : $80,000 - $90,000 a year

Only eligible and shortlisted applicants will be contacted.