Investment Analyst (Research & Portfolio Management)

at  Mutual Trust

• Flexible and inclusive work environment, plus a range of staff benefits
• Bring your research to life working alongside industry leaders
• Supportive team that fosters growth through mentoring and guidance

ABOUT US

Mutual Trust is a modern Multi-Family Office providing integrated wealth services to some Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

ABOUT YOU

You’re a detail-oriented professional with a genuine passion for investment and research. With your strong commercial acumen and collaborative spirit, you’re ready to deliver impactful solutions to our internal stakeholders and clients.

What we’re looking for:

• A minimum of 2 years’ experience in managed funds research. Direct investing experience is a plus but not essential.
• A degree in finance, economics or a related discipline. Postgraduate studies or CFA participation would be highly regarded.
• A deep understanding of manager strategies across various asset classes, with an analytical mindset and strong quantitative skills.
• Familiarity with wealth management and financial planning concepts, as well as the compliance and legislative framework governing financial services.
• Excellent communication skills and the ability to engage effectively with key internal and external stakeholders.

You should also be:

• Highly accurate with a keen attention to detail.
• Agile and flexible, willing to adapt as needed.
• A self-starter capable of prioritising tasks and managing expectations.

Key Responsibilities

• Monitor and report on existing listed and unlisted managed funds on the approved product list.
• Assist with the search for new listed and unlisted managed funds and make recommendations for selection.
• Undertake asset class and market research and analysis that supports manager research initiatives.
• Communicate findings to internal stakeholders, including development of client-facing and external content.
• Provide analysis support for the Research and Portfolio Solutions team

Mutual Trust is a purpose-led organisation. We achieve this with people who are Excellent, Heartfelt, Inspiring and Principled. If these values resonate with you, please submit your application online with the following:

• A cover letter, and
• A detailed resume in Word format