Analyst, Listed Equities
Core
Analyze investment proposals and prepare performance reporting for indexed and active listed equity portfolios.
Role type
Analyst, Listed Equities
Builds
Indexed and active equity portfolios (Global and Australian indices, Smart Beta)
Domain
Asset Management / Listed Equities
Required skills
Portfolio management, risk management, financial analysis, product knowledge, Excel proficiency, statistical analysis, report preparation
Preferred skills
CFA designation, superannuation fund experience, client servicing experience
Technologies
Excel, statistical packages
Responsibilities
Analyze investment proposals, manage day-to-day indexed portfolios, execute transactions, assist in new product development, prepare monthly/quarterly/annual reports and investor presentations, assist with consultant reporting
Seniority
Mid-level (3-5 years experience)
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