Analyst at Findex

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

27 Apr, 26

Salary

0.0

Posted On

27 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical, Curious, Investment Management, Asset Allocation, Finance Calculations, Derivatives, Macroeconomic Research, Scenario Analysis, Portfolio Construction, Reporting, Client Liaison, Team Collaboration, Documentation, Stress Testing, Governance, Risk Assessment

Industry

Financial Services

Description

At Centric, we believe great advice starts with great analysis. We’re looking for a driven Analyst to join our team in Melbourne or Sydney. As part of the team, you will be responsible for contributing to both the Asset Allocation and Portfolio Construction process and provide analysis of investment proposals and opportunities. If you’re analytical, curious, and ready to grow in a collaborative environment, this could be your next step! Your role, your contribution! Conduct detailed qualitative and quantitative analysis across a broad range of investments, including equities, fixed income, alternatives, and managed funds. Assess fund managers across asset classes by evaluating investment strategy, performance, governance, risk, and operational quality. Support the asset allocation process through macroeconomic research, scenario analysis, and model optimisation. Assist in reviewing and refining portfolio construction strategies in line with investor objectives and risk profiles. Prepare regular reporting for APRA, trustees, and platform stakeholders, including stress testing (SPS530), compliance metrics, and investment governance materials. Maintain high standards of accuracy and timeliness across all deliverables. Provide analysis and documentation support related to corporate actions and listed securities, helping ensure timely and informed investment decision-making. Liaise with financial advisers to address client-specific investment queries, ensuring high-quality, tailored responses. Collaborate across teams to translate investment insights into actionable guidance. Assist with administrative work such as portfolio fact sheets, adviser and client material and investment committee reporting. What you will bring to the role: Relevant degree in Finance or related fields. Understanding of economics in terms of policy impacts and changes in major macroeconomic variables. Working experience in Investment Management and or Asset Allocation Solid understanding of finance calculations and derivatives. Ability to integrate and analyse large volumes of (technical) information to provide concise and understandable investment advice. A curious and investigative mind and the ability to think laterally A flexible, adaptable and team-oriented way of working Highly numerate with the ability to interpret qualitative and statistical company, financial and other information from a variety of sources. The benefits of joining us! We provide flexible working environments & experiences. Enjoy a fully hybrid position that embraces work-life balance. Engage with a culture that values continuous improvement and innovation. If this role sounds like a good fit - Apply now! Our Impact: Why join Centric? At Centric, we make managing wealth simple, flexible, and rewarding. Our online platform gives Advisers and Investors the tools to build and grow their wealth with confidence - from smart investment options to easy reporting and portfolio management. We’re a team that believes in making a real difference. Built in partnership with Advisers, Centric is all about helping people and their clients thrive. Our Impact For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. Our Impact For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. For our Customers - Together, Findex and Centric champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference Our Impact For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Responsibilities

The Analyst will conduct detailed qualitative and quantitative analysis across various investments and support the asset allocation process. They will also prepare regular reporting and provide analysis related to corporate actions and listed securities.