Your Opportunity:
The Private Wealth Research Associate plays a central role in the proper functioning of the Private Wealth Research Team and will undertake a variety of tasks and interface with a range of people. Responsibilities include but are not limited to:
- Presenting daily market overviews to our Adviser network
- Producing a large volume of client-facing research material, including daily, weekly, monthly and quarterly reports
- Ad-hoc requests from Advisers and the Research Team
The ideal candidate will possess:
- A degree in Finance or Finance-related discipline
- An excellent academic record
- Superior verbal and written communication skills
- An understanding of financial markets and investments, including listed equities
- Strong Microsoft Office skills, particularly Excel (experience with Bloomberg will be an advantage)
- Superior organisational skills, including an ability to work towards tight deadlines in a fast-based environment
- The desire to work in a busy team environment
This challenging role will reward you with significant scope to develop your knowledge and understanding of financial markets while offering the opportunity to develop over time into advanced analytical roles.
About Us:
Ord Minnett is a leading Australian wealth management group providing stockbroking, financial planning, funds management and corporate finance. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.
In June 2019, a consortium of Australian private investors and Ord Minnett employees led by Ord Minnett’s Executive Chairman Karl Morris agreed to acquire 100% of Ord Minnett from its shareholders, IOOF and J.P. Morgan. Following the successful acquisition in November 2020 of E.L. & C. Baillieu, Ord Minnett became one of the largest privately owned wealth management firms in Australia.