Senior Investment Analyst (Research & Portfolio Management)

at  Mutual Trust

• Collaborate with industry leaders to drive strategic investment decisions
• Dynamic team environment with endless learning and development opportunities
• Manager research experience essential

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.

KEY RESPONSIBILITIES

• Engage in proactive monitoring and reporting on our portfolio of existing fund managers, ensuring alignment with our strategic goals.
• Identify and assess new investment opportunities, presenting findings and recommendations for enhancing our investment offerings.
• Lead in-depth analytical research to refine portfolio strategies and improve individual asset class performance within model portfolios.
• Conduct comprehensive asset class and market research to bolster our investment thesis, crafting engaging materials for both internal stakeholders and clients.
• Support the Research and Portfolio Management team with tailored analysis, enhancing decision-making processes.

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, including an outline of your manager research experience, and
• A detailed resume in Word format