At a Glance
- Tasks: Shape investment strategies through research and portfolio management.
- Company: A growing wealth management firm with a focus on innovation.
- Benefits: Competitive salary, professional development, and engaging work environment.
- Other info: Join a dynamic team with opportunities for career advancement.
- Why this job: Make a real impact in wealth management and client engagement.
- Qualifications: CFA qualification, 5 years of investment research experience, and strong analytical skills.
The predicted salary is between 90000 - 110000 $ per year.
A growing wealth management firm is seeking a CFA-qualified Investment Analyst to play a critical role in shaping the investment strategy through research and portfolio management.
Responsibilities include client engagement, conducting due diligence on investment opportunities, and enhancing risk management functions.
Candidates should have at least 5 years of investment research experience and strong analytical skills.
High proficiency in Excel is essential, along with a degree in Finance or Commerce and CFA qualifications.
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Investment Analyst – Multi-Asset Wealth Management employer: Kaizen Recruitment
As a leading investment manager in the Australian real estate market, we pride ourselves on fostering a dynamic and inclusive work culture that values collaboration and innovation. Our employees benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that encourages growth and advancement. Joining our Funds Management team as a Senior Funds Analyst means being part of a forward-thinking organisation where your insights directly influence capital management and investment strategies.
