Investment Analyst

Role Overview

We are looking for a detail-oriented and analytically adept Investment Analyst to join our Sydney-based team. This position offers the chance to collaborate closely with our Chief Economist, transforming complex datasets into actionable insights, models, and research that influence investment strategies, portfolio allocations, and advisory communications.

Key Responsibilities and Candidate Attributes

• Possess a technical mindset with intellectual curiosity towards data analysis and investment research methodologies.
• Demonstrate a solid understanding of Bloomberg platforms and quantitative analysis techniques.
• Maintain high standards of precision, responsibility, attention to detail, and the ability to work independently.
• Show an authentic enthusiasm for investing and financial market dynamics.
• Eager to continuously learn and drive value in a high-performing workplace.

Qualifications and Experience

• Hold a tertiary degree in Economics, Finance, Commerce, or a similarly quantitative relevant field.
• Have at least three years of professional experience in investment research, quantitative analysis, or an aligned role within financial services.
• Expertise in Bloomberg and Excel, including proficiency with Bloomberg API and complex financial modeling.
• Competency in at least one programming or statistical language frequently used in quantitative finance such as Python, R, MATLAB, or VBA.
• Exposure to macroeconomic, market, and multi-asset class analysis, with a demonstrated desire to deepen expertise in these areas.

About Koda Capital

Koda Capital is committed to making a meaningful difference for clients, employees, and the community. We foster an environment where proactive self-starters thrive with autonomy, collaborative teamwork, and collective ownership. Our core values—quality, courage, and integrity—shape our behavior individually and as a partnership.

We distinguish ourselves by offering independent investment advice free from product bias, ensuring we prioritize clients’ best interests and access optimal opportunities for superior outcomes.

Additional Information and Benefits

• Based in Sydney CBD for ease of access.
• Customized learning and development plan aligned to your career goals.
• Competitive leave entitlements.
• Annual Koda day for team engagement.
• Opportunity to earn equity and become a business owner within the firm.
• Monthly allowances for mobile phone and Wi-Fi expenses.
• Two paid volunteer days for community involvement.
• Participation in the Allies Program and Endowment to support community engagement initiatives.
• Additional unique cultural elements to discover during the interview process.