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, client-facing investment materials, and robust investment processes
Domain
Private Wealth Management / Australian Financial Services
Required skills
Investment analysis, fund selection, risk identification, market trend analysis, portfolio construction support, due diligence, data integrity management, sustainable investing knowledge
Preferred skills
Experience with global investment strategies, client engagement, operational fund administration
Technologies
N/A
Responsibilities
Support research and selection of managed funds across asset classes; 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 and maintain due diligence notes; Support operational processes including fund administration and reporting; Contribute to sustainable investment offerings and innovative solutions
Seniority
Mid-level (4-5 years experience)