Senior Investment Analyst driving investment research and insights at Zenith Investment Partners. Leading high-impact projects and producing influential reports for financial advisers and their clients.
Responsibilities
Leading the production of high-quality research reports, providing detailed insights into managed funds and exchange traded investment strategies.
Operating as the lead analyst in sector reviews, presenting findings and recommendations to internal and external stakeholders.
Monitoring and evaluating the risk-adjusted performance of funds under your coverage, ensuring alignment with market trends and client needs.
Staying informed on current issues, valuations, risks, and returns within your assigned sector.
Collaborating with colleagues across research and consulting teams to deliver integrated investment solutions.
Ensuring timely and accurate delivery of research outputs in line with monthly work schedules.
Requirements
You must have advanced proficiency in Microsoft Office Suite, particularly Excel
You will have demonstrated experience in investment research, with a strong track record of producing high-quality reports and insights.
You will bring proven research capability across Fixed Income, Multi-Asset, and Alternative strategies, with experience in assessing private market real estate and infrastructure funds considered highly advantageous.
You should possess excellent communication and presentation skills, enabling you to lead meetings and clearly convey complex investment ideas.
You must have a deep understanding of risk-adjusted performance metrics and sector-specific investment dynamics, with experience using Bloomberg or similar financial data platforms.
You will ideally hold or be working towards CFA certification and RG146 compliance, reflecting your commitment to professional standards in financial services.
Benefits
The opportunity to make your mark on the success of a fast-paced entrepreneurial company
A pleasant, ambitious and professional working climate with good opportunities for further development
A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
Eligibility of discretionary bonus
4 days study leave per annum
$4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
A range of wellbeing offerings and discounts on everyday spending
Flexible work options under our Versatile Work Practices
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