Associate Investment Analyst

About the Role

Begin your career in investment research with a position that allows your analyses and insights to directly impact fund ratings and investment decisions across various asset classes. This role provides a platform to acquire in-depth investment research knowledge, collaborating with seasoned analysts within a reputable research team. You'll gain practical experience through fund manager evaluations, asset-class analysis, and engagement in research committee activities, setting a solid foundation for long-term advancement in the investment sector.

Key Responsibilities

• Manage and maintain databases along with quantitative datasets to enhance fund filtering, analysis, and ensure research precision.
• Gather, organize, and assess data necessary for reviewing fund managers, producing sector reports, and supporting research efforts.
• Take part in fund manager evaluation meetings and prepare comprehensive review documentation.
• Develop detailed research reports, providing investment evaluations and recommendations across diverse asset categories.
• Evaluate fund manager criteria scores and present investment ratings to the research committee.
• Distribute finalized research reports to clients and integrate pertinent feedback from fund managers.

Qualifications and Skills

• Exceptional written communication skills to convey intricate investment concepts clearly.
• Strong numerical proficiency, analytical capabilities, and expertise in spreadsheet operations, with particular attention to detail.
• Demonstrated enthusiasm for financial markets and investments spanning fixed income, multi-asset, and alternative asset classes.
• Ability to cultivate relationships and communicate effectively with both internal teams and external fund managers.
• Possession of a finance degree or an equivalent qualification relevant to investment research.

About the Employer

Zenith Investment Partners is a prominent Australian firm specializing in investment research, consulting, and solutions related to managed funds for financial advisers and their clients. The firm fosters a collaborative and inclusive environment that encourages curiosity, quality, and continual improvement. They promote flexible and hybrid work options to support work-life balance and provide ongoing professional development opportunities. The culture prioritizes open communication, shared goals, and supportive growth, enabling employees to enhance their skills while contributing to impactful research.

Benefits

• Opportunity to influence a rapidly expanding entrepreneurial company on the international stage.
• A professional and dynamic work atmosphere with prospects for career progression.
• A commitment to continuous learning and development to uphold brand excellence in the global fund industry.
• An inclusive workplace valuing diverse perspectives and experiences.
• Eligibility for discretionary bonuses.
• Four days of study leave per year.
• Annual study allowance of $4,000 upon successful completion of approved courses, as per Continuing Professional Education guidelines.
• Access to various wellbeing programs and everyday spending discounts.
• Flexible working arrangements supported by Versatile Work Practices.