Senior Investment Analyst
at Robert Walters
Sydney NSW 2000, New South Wales, Australia -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 15 Jun, 2024 | Not Specified | 16 Mar, 2024 | N/A | Management Skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
Our client, a leading investment research house, is seeking a Senior Investment Analyst to join their dynamic team. This role offers an exciting opportunity to provide high-quality managed funds product research to financial advisers. The successful candidate will have the chance to work across a range of asset classes and managed funds products.
WHAT YOU BRING:
The ideal candidate will ideally have experience working within a research house, stockbroker, financial advice firm or fund manager in an analyst function.
- Previous experience (minimum five to seven years) working with a research house, stockbroker, financial advice firm & fund manager.
- Strong ability to synthesize and distil financial information down to key concepts
- Strong organisational and time management skills - Meet deadlines and coordinate various tasks at a time
- Strong understanding of investment markets and asset classes
- Strong communication and relationship management skills
Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Luke Byrne on 02 8289 3132 for a confidential discussion.
Our client, a leading investment research house, is seeking a Senior Investment Analyst to join their dynamic team. This role offers an exciting opportunity to provide high-quality managed funds product research to financial advisers ..
Responsibilities:
As a Senior Investment Analyst, you will be at the forefront of providing high-level managed funds product research.
- Analyse and conduct research on managed funds products within the relevant asset class
- Coordinate with Investment Managers and other Analysts for review meetings
- Undertake reviews of Investment Managers as assigned by the Sector Manager
- Prepare Fund Profile, Fund Viewpoint, Fund Review and other research reports for new and existing managed funds products
- Communicate with external clients to address specific queries and needs
- Contribute to the integrity and evolution of the research process
- Provide content to the daily bulletin email and being involved in the broader business
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Sydney NSW 2000, Australia
