Investment Fund Analyst
Core
Research, evaluate, and monitor managed investment solutions across public and private markets to support portfolio construction and asset allocation decisions for high-net-worth clients.
Role type
Investment Fund Analyst
Builds
Approved Product List of managed funds and client-facing investment materials
Domain
Private Wealth Management / Australian Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment analysis, fund selection, due diligence, portfolio construction support, market trend analysis, data interpretation, financial reporting
Preferred skills
Sustainable investing knowledge, client engagement, strategic asset allocation
Technologies
Investment management systems, financial data platforms
Responsibilities
Support research and selection of managed funds for the Approved Product List; Analyze fund manager reports and market trends to identify risks and opportunities; Prepare investment analysis and recommendations for internal committees; Partner with senior analysts on portfolio construction and asset allocation; Develop client-facing investment materials and insights; Engage with fund managers to maintain due diligence notes; Support operational processes including fund administration and reporting.
Seniority
Mid-level, hands-on IC
