Investment Consultant

Role overview

This position sits at the centre of investment thinking, portfolio analysis, and client outcomes within a fast-moving investment consultancy. It offers a visible opportunity to shape investment views, work closely with senior professionals, and turn market and portfolio insights into practical guidance for clients. The role also provides exposure to investment committees, portfolio strategy, and client engagement, creating a strong foundation for long-term career development in a high-performing, collaborative environment.

What you will do

• Prepare for and contribute to client meetings and investment committee sessions, bringing analysis and informed commentary to the discussion.
• Maintain and grow relationships with assigned clients, serving as a trusted contact for investment-related questions and support.
• Create client-facing materials such as presentations, reports, request-for-proposal responses, and portfolio updates.
• Assist with portfolio implementation, review performance, and help ensure mandates remain aligned with investment strategy and compliance requirements.
• Research fund managers and asset classes, stay current on market developments, and contribute to manager selection work.
• Partner with internal sales and portfolio management teams to support client solutions and wider business development efforts.

What we are looking for

• Approximately 5 to 10 years of experience in consulting, investment research, financial planning, or funds management.
• Strong interest in financial markets and working knowledge of asset allocation, portfolio construction, and investment structures.
• Clear and confident communication skills, with the ability to build strong relationships with clients and stakeholders.
• Excellent organisation and time management, with the ability to handle several priorities at once.
• A finance-related degree is required, and professional qualifications such as CFA, FRM, or CAIA are advantageous.

About the company

FE fundinfo is described as one of Australia's leading investment research and consulting businesses, focused on managed funds research, consulting, and investment solutions for financial advisers and their clients.

Team and working environment

You will join a collaborative and inclusive team that values expertise, initiative, and ongoing improvement. The environment supports flexible working arrangements, open communication, professional growth, and knowledge sharing. There is a strong emphasis on teamwork and innovation, with encouragement to contribute ideas, build relationships, and develop your career in a supportive setting.

Benefits

• Opportunity to contribute meaningfully to a fast-growing, entrepreneurial business with international expansion.
• Professional, ambitious, and positive workplace with strong development opportunities.
• A learning-focused culture designed to support continuous development and protect brand integrity within the global fund industry.
• Commitment to an environment that respects different perspectives, backgrounds, and life experiences.
• Eligibility for a discretionary bonus.
• 4 days of study leave each year.
• $4,000 per annum study allowance for successful completion of approved courses, subject to the Continuing Professional Education policy.
• Access to wellbeing initiatives and discounts on everyday spending.
• Flexible work options under the Versatile Work Practices framework.

Application note

The organisation aims to respond with feedback within 5 working days.