Investment Research Analyst - Wealth Advisory

Our client is one of the leading independent and privately owned wealth management firms in Australia. Their growing client roster includes high net worth individuals, families, charities and not for profit organisations.

With a skilled and experienced team, passionate about helping their clients achieve their financial goals and aspirations. The business provides tailored and holistic advice that suits their unique needs and circumstances.

They have a close-knit team that fosters innovation, collaboration, learning and high performance. As a small, growing business there is lots of scope to branch into areas that interest you within the business, and progress your career with the support of our leadership team.

As a Research Analyst you'll be working with the Head of Investments and other senior advisers. In this newly created role you will get to:

• Contribute to Investment Research and analysis activities
• Assist in the review of client investment portfolios
• Assist with the implementation and execution of trades
• Attend and take notes at fund manager meetings
• Participate in fund management presentations on behalf of the business
• Assist in the timely preparation of investment reports for clients and others
• Maintain client records in accordance with compliance requirements
• Contribute to process improvements and initiatives
• Review data available from different systems and organise in a meaningful way

To be successful in this position you will need to have:

• A qualification in Finance/Economics/Commerce or related discipline
• Strong communication skills, both written and verbal
• A strong interest in investment and wealth management, and a willingness to learn and grow
• A high level of attention to detail, accuracy and organisation
• A positive attitude, proactive approach and a problem-solving mindset
• Proficiency in Microsoft Office and other relevant software

Our client provides a range of benefits including:

• Ongoing mentoring and coaching from experienced team members
• Study support - they will pay for you to complete your Graduate Diploma of Financial Planning
• Access to hybrid work arrangements
• Competitive salary package
• Centrally located office in the heart of the CBD
• Opportunity to participate in industry conferences and events

This a close'-knit and supportive business, where you willl receive plenty of support and advice to progress your career.