Our client is an established Australian asset manager running a range of investment strategies across multiple asset classes for institutional, wholesale and high net worth investors. They are looking for an Investment Analyst to join a small, high-performing investment team in Sydney.
This is a hands-on role covering the full investment process, from research and portfolio construction through to portfolio management, trading, compliance and performance reporting. You’ll work closely with senior portfolio managers who bring decades of domestic and global experience, and sit within the firm’s investment committee process.
What you’ll be doing
- Researching and analysing investment opportunities across a range of asset classes
- Building and maintaining models to support portfolio construction, risk and performance analysis
- Monitoring markets and economic conditions, and helping shape the team’s investment views
- Preparing materials for investment committee and senior portfolio managers
- Supporting the day-to-day running of portfolios, including positioning, implementation and oversight
- Producing performance and portfolio reporting for internal and client audiences
- Contributing ideas to new products and to improving the overall investment process
About you
- 1 to 4 years’ experience in investment research, portfolio management or a related role within funds management, wealth management, asset consulting or a research house
- Solid understanding of Australian investment markets, asset classes and product structures such as managed funds, managed accounts and platforms
- Advanced Excel and PowerPoint skills, with a strong analytical and problem-solving mindset
- Degree in finance, economics or a similar discipline; progress towards the CFA well regarded
- Clear written and verbal communicator who works well autonomously and as part of a small team
- Strong attention to detail, sound judgement and a genuine interest in markets
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Investment Analyst in Sydney employer: Foundry Talent Partners
Join a dynamic venture capital firm in the heart of Sydney's CBD, where you'll be part of a collaborative finance team dedicated to excellence in fund accounting. With a competitive salary package and ample opportunities for career development, this role offers a chance to grow your skills in a fast-paced environment while contributing to meaningful investment operations. Experience a vibrant work culture that values meticulous attention to detail and fosters professional growth in the exciting world of venture capital.
