Associate Investment AnalystZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology.
The Associate Investment Analyst role involves reviewing all aspects of fund managers' investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for maintaining databases, the collection and co-ordination of requisite information, writing detailed research reports and assigning investment ratings on the funds.
Your key responsibilities will be to:
1. Maintain databases and other quantitative information to aid with fund filters and other related analysis
2. Aid with collection of information and supporting documentation for fund manager reviews, sector reports and other logistics
3. Participate in fund manager assessment meetings in their office (this will require interstate travel with prospects for international travel)
4. Fund manager review file notes
5. Score assessment criteria for fund managers
6. Present and support investment ratings to researchmittee
7. Write reports (allocating and assigning investment assessments and rmendations on funds across a variety of investment fund asset classes)
8. Review reports / investment products covering investment style, process, strategies, performance and structures
9. Send research reports to managers
10. Incorporate relevant factual feedback from managers in reports
11. Publish reports on Zenith website to clients
To join us you will need the following experience and skills:
12. You will ideally have a bachelor's degree or higher in Finance,merce or Business - this is highly advantageous.
13. You must have excellent written and verbalmunication skills.
14. You will have a passion for your craft, a 'can do!' attitude and a hunger to learn continuously!
15. You must have advanced MS Office Suite skills.
16. You will ideally have a passion for investments and markets - Equity in particular.
17. You will have the ability to work independently and take ownership of your own workload.
18. You will be a team player who canmunicate and work effectively with all stakeholders at all levels.
19. You must have excellent presentation skills and strong attention to detail.
20. Having a background in research is favourable.
By joining the team, you will be offered the following:
21. A role that is varied in its responsibilities and wees initiative and collaboration with other motivated and experienced professionals.
22. The opportunity to make your mark on the success of a fast-paced entrepreneurialpany that is growing rapidly internationally.
23. A pleasant, ambitious and professional working climate with good opportunities for further development.
24. A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry.
25. Eligibility of discretionary bonus.
26. 4 days study leave per annum.
27. $4,000 study allowance paid for successfulpletion of approved courses (in accordance with Continuing Professional Education policy).
28. Flexible work options under our Versatile Work Practices.
Your next steps:
29. with the right attitude, who are looking to establish their career in investments are encouraged to submit their application!
30. We are always looking formitted and energetic individuals to be a part of the team and if you're looking for a collaborative, supportive and inclusive environment and would like to be part Zenith's rapid growth, apply now!
Job ID 166F7721FB