Associate Investment Specialist - Equities

Profusion; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Profusion in Sydney is seeking an Associate Investment Specialist to join its Equities team. You will support the Client Portfolio Management group with portfolio analysis, market research, and the preparation of tailored materials for institutional and wholesale clients.

The role emphasizes collaboration with portfolio managers and client-facing teams to explain investment outcomes and deliver concise insights through presentations and white papers.

Qualifications

• 3+ years' experience in Equity Research, Portfolio Management, Investment Specialist or a client-facing investment role.
• Familiarity with SQL and Python to analyse large data sets and report insights concisely.
• Strong interpersonal, written communication and presentation skills.
• Collaborative, team-oriented approach with a genuine passion for markets and investing.

Responsibilities

• Prepare client presentation materials, white papers, and investment commentaries that clearly explain the investment approach and outcomes.
• Produce risk analysis and performance attribution to support client and internal conversations.
• Respond to RFPs and due diligence questionnaires with accurate, high-quality content.
• Conduct market research and competitor analysis to showcase insights to clients.
• Streamline and improve the delivery of projects across the Client Portfolio Management team, working closely with portfolio managers and client-facing teams.

Skills

Equity research

Portfolio management

Data analysis

Presentation skills

Interpersonal skills

Client-facing

Market research

Tools

SQL

Python

Job description

Associate Investment Specialist - Equities

About the Role

Profusion has partnered with a leading Global Investment Manager looking to add an Associate Investment Specialist to its Equities team in Sydney. This role forms an important part of the Client Portfolio Management team, involving portfolio analysis, the development of pitch decks and presentation materials, and market research to showcase insights and explain investment outcomes to internal stakeholders and external clients. The successful candidate will work closely with institutional and wholesale clients, supporting them with tailored materials, analysis and insights.

Key Responsibilities

• Prepare and enhance client presentation materials, white papers, and investment commentaries that clearly explain the investment approach and outcomes
• Produce risk analysis and performance attribution to support client and internal conversations
• Respond to RFPs and due diligence questionnaires with accurate, high-quality content
• Conduct market research and competitor analysis to showcase innovation and insights to clients
• Streamline and improve the delivery of projects across the Client Portfolio Management team, working closely with portfolio managers and client-facing teams

Requirements

• 3+ years' experience in Equity Research, Portfolio Management, Investment Specialist or a client-facing investment role
• Familiarity with SQL and Python, with the ability to analyse large data sets and report insights concisely
• Strong interpersonal, written communication and presentation skills
• Collaborative, team-oriented approach with a genuine passion for markets and investing