Investment Consultant

FE fundinfo; Melbourne; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Study leave

$4,000 study allowance for approved courses

Wellbeing offerings and spending discounts

Flexible work options

Job summary

A leading investment consultancy in Melbourne is seeking an experienced Investment Consultant to engage with clients and contribute to strategic investment decisions. In this role, you'll lead client interactions, conduct sector research, and produce insightful materials. The ideal candidate has over 5 years of relevant experience, strong relationship management skills, and a finance degree. The company offers a collaborative culture with flexible work options and professional development opportunities.

Qualifications

• Minimum 5 years of experience in a relevant financial services environment.
• Strong understanding of financial markets and investment structures.
• RG146 compliance required.

Responsibilities

• Prepare for and participate in client meetings.
• Manage assigned client relationships and follow-up communications.
• Lead sector-specific research and maintain knowledge of fund managers.
• Support sales with prospective clients.
• Produce high-quality client materials and collaborate with internal teams.

Skills

Investment research

Relationship management

Communication skills

Portfolio construction

Microsoft Excel

Salesforce

Education

Finance or business degree

Tools

Microsoft Office

Job description

2 weeks ago Be among the first 25 applicants

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Step into a client-facing role where your investment expertise and relationship skills will directly shape portfolio strategies and client outcomes across a dynamic and growing business.

At Zenith Investment Partners, we're offering an exciting opportunity for an Investment Consultant to join our high-performing consulting division. This role offers the chance to work closely with clients, portfolio managers, and sales teams, contributing to strategic investment decisions and delivering tailored consulting solutions. You'll be exposed to a wide range of asset classes and investment structures, with opportunities to lead client engagements, develop market insights, and grow your career in a collaborative and intellectually stimulating environment.

Your Key Responsibilities As An Investment Consultant Will Include

• Preparing for and participating in client meetings, including investment committee meetings, and managing follow-up communications and reporting.
• Taking responsibility for assigned client relationships, including account management and responding to ad-hoc investment queries.
• Leading sector-specific research and maintaining up-to-date knowledge of fund managers, investment processes, and products.
• Supporting the sales team with prospective consulting clients, including participating in meetings and preparing documentation.
• Producing high-quality client materials such as presentations, quarterly reports, and market commentary.
• Collaborating with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance, and contributing to the development of investment content.
  
  
  

You will need the following experience and skills to join us as an Investment Consultant:

• You must have at least 5 of experience in investment research, financial planning, funds management, or a related financial services environment.
• You will have strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively.
• You should have a sound understanding of portfolio construction, investment structures, and financial markets.
• You must be proficient in Microsoft Office tools, particularly Excel and PowerPoint, and ideally have experience with CRM systems such as Salesforce.
• You will hold a finance or business degree and RG146 compliance, demonstrating your commitment to ongoing training, study and upholding professional standards in financial services.
  
  
  

Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients!

We foster a culture that values collaboration, continuous learning, and personal growth. Our team enjoys flexible work arrangements, hybrid work options, and regular team events that build strong connections. We support professional development through structured learning opportunities and encourage initiative and innovation in everything we do.

Benefits

• The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
• A pleasant, ambitious and professional working climate with good opportunities for further development
• A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
• Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
• Eligibility of discretionary bonus
• 4 days study leave per annum
• $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
• A range of wellbeing offerings and discounts on everyday spending
• Flexible work options under our Versatile Work Practices
  
  
  

Apply now and we'll aim to get back to you with feedback within 5 working days.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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