Investment Analyst

Koda Capital Pty Ltd; Sydney; Presencial; AUD 110.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Sydney CBD location

Learning and development plan tailored

Generous leave provisions

Annual Koda day

Equity participation possible

Monthly phone and Wi‑Fi allowance

Two paid volunteer days

Allies Program participation

Koda Endowment involvement

Elephants explained at interview

Descripción de la vacante

Koda Capital Pty Ltd is seeking a detail-oriented investment professional to join the Investment Strategy Group. The role focuses on fund analysis, quantitative research, and integrating responsible and impact investing across client portfolios.

You will contribute to framework development, track ESG and performance metrics, and collaborate with RI-focused teams. A degree and 3+ years of related experience are required, with a strong eagerness to learn and grow in RI.

Formación

• 3+ years of transferable experience in fund research or investment analysis.
• Proven quantitative research capabilities with strong attention to detail.
• Genuine passion for responsible and impact investing and ability to learn new frameworks.

Responsabilidades

• Analyze funds and portfolios, conducting research and quantitative analysis.
• Monitor ESG, impact, performance and risk metrics across portfolios.
• Assist in producing quarterly and monthly portfolio reports; engage with fund managers.

Conocimientos

Fund analysis

Quantitative research

RI integration

Problem solving

Educación

Relevant degree

Descripción del empleo

This role reports directly into the Head of Responsible and Impact Investments and will work closely with all Investment Strategy Group team members to identify client solutions.

In this role, you will apply strong fund analysis and quantitative skills to help evaluate investment opportunities, while learning to integrate responsible and impact investment principles across client portfolios. We are looking for a highly responsive, analytical self-starter who is passionate about connecting client values with investment outcomes.

A typical day will see you doing

• Fund and portfolio analysis: conducting detailed research and quantitative analysis on potential and existing investments across asset classes.
• Portfolio and data tracking: monitoring and tracking ESG, impact, performance and risk metrics across Koda reference portfolios and opportunistic investments.
• Reporting and manager engagement: assisting in the production of the quarterly & monthly portfolio reports, working with underlying fund managers to source data and commentary.
• Framework development: contributing to the development and maintenance of responsible investment policies and frameworks.
• Core analytical and fund background: proven fund analysis experience with strong quantitative research capabilities and high attention to detail.
• Values and RI passion: a genuine passion for connecting investing with values and a desire to build deep expertise in responsible and impact investing (prior RI experience is a plus, but passion and eagerness to learn are what matter most).
• Keen learner and responsive team player: highly responsive, proactive, and eager to pick up new frameworks, asset classes, and analytical tools quickly.
• Problem-solving mindset: the ability to unpack and clearly articulate complex investment ideas and concepts.
• Professional rigour: high level of accountability, strong work ethic, and utmost respect for confidentiality.
• Experience and education: 3+ years of transferable experience in fund research, investment analysis, or a related role, supported by a relevant degree.

Koda is a place for people who want to make a meaningful impact on clients, on each other and on the community. We bring together ambitious self-starters who thrive with autonomy, work collaboratively and take pride in shared ownership.

At Koda, you are trusted, supported and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.

Our collegiate workplace culture is founded on three simple but non-negotiable values: quality, courage and integrity. They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.

At Koda, we believe investors deserve genuinely independent advice and the better outcomes that come with it. That's why we have pioneered a distinctively different approach to wealth management. We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for our clients' goals and access every potential opportunity for better outcomes.

And there's more

• Sydney CBD location.
• A learning and development plan tailored for your career ambitions and pathway.
• Generous leave provisions.
• Annual Koda day.
• An opportunity to earn into equity and participate in the future success of the firm as a business owner.
• Monthly mobile phone and wi-fi allowance.
• Two paid volunteer days to give back to your community.
• Opportunities to participate in Koda's Allies Program and Koda's Endowment, enabling Koda team members to connect with and support the communities around us.
• And lots of elephants we can explain at your interview