Investment Analyst: Global Markets Research & Due Diligence

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

Job summary

Morgan McKinley, a leading global financial services organisation, invites applications for an Investment Analyst to join the investment team within the wealth management division. In this role you will support research, monitoring and due diligence of investment managers and products to deliver high-quality outcomes for clients on a sophisticated wealth platform.

You will work closely with investment professionals and stakeholders, gaining exposure to a broad range of local and global

Qualifications

• Experience or exposure to investment analysis, manager research, investment due diligence or financial markets.
• Understanding of investment strategies across asset classes.
• Experience with quantitative analysis, including performance analysis, risk assessment, financial modelling or portfolio construction.
• Strong analytical skills and the ability to interpret complex investment information.
• Excellent written and verbal communication skills.
• Understanding of investment governance, regulatory frameworks or compliance requirements.
• Collaborative yet independent work style.
• Attention to detail and interest in improving investment processes.

Responsibilities

• Conduct qualitative and quantitative analysis of investment managers, products and strategies across asset classes.
• Support investment due diligence, including research into processes, performance, risk management and capabilities.
• Monitor existing investment managers and products, identifying developments requiring investigation.
• Contribute to investment governance frameworks, policies and processes for effective oversight.
• Analyse investment performance, risk metrics and portfolio data to generate insights for decision-making.
• Support portfolio construction and strategic asset allocation analysis.
• Collaborate with investment, risk, compliance and operations to onboard managers and oversight.
• Prepare clear, concise research for internal stakeholders.
• Contribute to continuous improvement of investment research, monitoring and governance processes.

Skills

Investment analysis

Manager research

Due diligence

Quantitative analysis

Financial modelling

Portfolio construction

Regulatory/compliance understanding

Communication skills

Education

Finance/economics/commerce degree

Job description

Morgan McKinley, a leading global financial services organisation, invites applications for an Investment Analyst to join the investment team within the wealth management division. In this role you will support research, monitoring and due diligence of investment managers and products to deliver high-quality outcomes for clients on a sophisticated wealth platform.

You will work closely with investment professionals and stakeholders, gaining exposure to a broad range of local and global