Research Coordinator at FE fundinfo

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

12 Oct, 26

Salary

0.0

Posted On

14 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar Management, CRM Management, Stakeholder Management, Microsoft Office, Administrative Coordination, Meeting Scheduling, Travel Coordination, Electronic Signature Platforms, Attention To Detail, Professional Communication, Organisational Skills, Process Improvement

Industry

Financial Services

Description

Be at the heart of a highly respected investment research team, playing a pivotal role in keeping operations running smoothly while building strong relationships across the financial services industry. This is an exciting opportunity to join a collaborative and fast-paced environment where your organisational skills, attention to detail, and ability to coordinate multiple priorities will make a real impact. You'll work closely with experienced research professionals, gain exposure to fund managers and investment processes, and take ownership of key administrative and coordination activities that directly support the success of the team. The role offers valuable opportunities to develop your skills, broaden your industry knowledge, and contribute to meaningful business outcomes. Your key responsibilities as a Research Coordinator will include: Coordinating sector review meetings by scheduling appointments, managing calendars, arranging logistics, and supporting travel requirements for the research team and fund managers Preparing, uploading, and managing contracts and opportunities through CRM and electronic signature platforms, while monitoring outstanding actions and following up where required Managing shared inboxes, responding to enquiries, and escalating requests to the research team when appropriate Preparing meeting agendas, maintaining registers, and ensuring research documentation is accurate and up to date Supporting the operational efficiency of the research team through effective administration and coordination activities Collaborating with internal stakeholders, including Legal and Research teams, to ensure processes are completed accurately and on time You will need the following experience and skills to join us as a Research Coordinator: You have experience in an administration or coordinator role, ideally within financial services, fintech, wealth management, or a similarly regulated environment You are highly proficient in Microsoft Office applications and enjoy working with systems and processes to drive efficiency You have excellent communication skills and are confident managing multiple stakeholder interactions professionally You demonstrate exceptional attention to detail, accuracy, and organisational skills when managing competing priorities You take initiative, enjoy supporting others, and thrive in a collaborative, service-oriented team environment 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! At Zenith Investment Partners, you'll be part of a supportive and inclusive culture that values collaboration, learning, and continuous improvement. We encourage professional growth, knowledge sharing, and innovation, while offering flexible work practices that help our people balance their professional and personal commitments. Team connection, development opportunities, and a shared commitment to excellence are at the heart of how we work. Benefits: The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally A pleasant, ambitious and professional working climate with good opportunities for further development A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences Eligibility of discretionary bonus 4 days study leave per annum $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy) A range of wellbeing offerings and discounts on everyday spending Flexible work options under our Versatile Work Practices Apply now and we'll aim to get back to you with feedback within 5 working days.

Responsibilities

The role involves coordinating sector review meetings, managing calendars, and handling travel logistics for the research team. Additionally, it requires managing CRM contracts, shared inboxes, and ensuring research documentation is accurate and up to date.