Commonwealth Bank103 followers127 jobs

Analyst - Investment Research

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 20 hours agoVerified 20 hours ago
Pending fitX of Y criteria met

About the job

The Investment Research Analyst job is all about contributing to the research and selection of investment strategies that drive strong client outcomes. This position plays a vital role in supporting the investment research framework and ensuring alignment with client needs. The team thrives on collaboration, working together to identify best-in-class investment opportunities and deliver exceptional service to high-net-worth clients.

You'll be responsible for

🔍

Supporting investment research coordination

Facilitating seamless coordination of investment research across asset classes, collaborating closely with the Investment Research Team.
📑

Producing high-quality research content

Creating and coordinating comprehensive research materials, including fund reports and performance analyses.
💬

Engaging with stakeholders

Building strong relationships with internal stakeholders and contributing to client engagement through insightful investment content.

Key criteria

📊

Research experience in wealth management

Demonstrated experience in a research role within wealth management or asset management.

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📈

Data analysis and technical writing skills

Strong skills in analyzing data and producing investment research content.

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💼

Understanding of asset allocation and portfolio construction

Proven grasp of technical evaluation in asset allocation and portfolio strategies.

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View more

Meet the team

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5 criteria for this job
Research experience in wealth management
Demonstrated experience in a research role within wealth management or asset management.

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Data analysis and technical writing skills
Strong skills in analyzing data and producing investment research content.

View

Understanding of asset allocation and portfolio construction
Proven grasp of technical evaluation in asset allocation and portfolio strategies.

View

Experience in managed fund analysis
Experience analyzing managed funds and understanding investment regulations.

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Excellent communication skills
Strong interpersonal and written communication skills for stakeholder engagement.

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