Junior Investment Analyst

RIVA Recruitment; Sydney; On-site; AUD 85,000 - 135,000; Full time

Benefits offered by this job

Professional development via mentoring

Career growth opportunities

Additional annual leave

Insurances, education, and retirement

Job summary

RIVA Recruitment is seeking a driven professional to join our Australian portfolio management team. You will support design (strategic asset allocation), construction (selection and monitoring of asset class strategy) and daily cash flow/tactical implementation.

Key responsibilities include portfolio analytics, monitoring, and assisting Portfolio Managers in portfolio construction. You will liaise with internal and external stakeholders across local and global teams in a dynamic environment with

Qualifications

• Interest in investments, capital markets, and investment products.
• Undergraduate degree in Business, Commerce, Mathematics, or related field.
• Strong data and spreadsheet skills; attention to detail.

Responsibilities

• Produce multi-asset portfolio analytics.
• Monitor portfolios and support PMs in construction.
• Liaise with distribution, clients, PMs locally and globally.
• Participate in investment discussions on asset allocation and analysis.

Skills

Investment knowledge

Data analysis

Communication skills

Attention to detail

Stakeholder management

Education

Bachelor’s degree in Business/Commerce/Math

Tools

Excel

Job description

• Professional development via mentoring
• Supportive and dynamic team environment
• Career growth opportunities

About the company

Our client is a global investment manager with a long-established presence in Australia. They partner with wealth management firms and institutional investors to design and run tailored multi-asset portfolios. Their Australian business manages tens of billions of dollars for a diverse group of long-term clients across wealth managers, superannuation and not-for-profit sectors.

About the role

Our client is seeking a driven and determined professional to join our client’s Australian portfolio management team. This will include supporting the following activities: Design (strategic asset allocation), Construct (selection and monitoring of asset class strategy) and Manage (daily cash flow and tactical implementation).

Key responsibilities

• Production of multi-asset portfolio analytics
• Monitoring of portfolios
• Support the Portfolio Managers in portfolio construction
• Liaising with multiple stakeholders including distribution, clients, PMs (locally and globally)
• Participate in investment discussions on asset allocation and investment analysis.

Skills & experience

• Interest in and understanding of investments including capital markets, investment managers and investment products.
• Undergraduate degree in Business, Commerce, Mathematics, or related field
• Strong technical competencies in data and spreadsheet applications
• Excellent problem solving, time management and communication skills
• High level of attention to detail
• Ability to work with a wide variety of internal and external stakeholders.

Culture

• Innovative workplace that values integrity and diversity
• Client-centric and forward-thinking investment approach
• Collaborative team environment.

Benefits

• Professional development and mentoring
• Take your career to the next level at a leading global organisation
• Additional annual leave
• Insurances, education, and retirement benefits
• Career growth - opportunity to become a portfolio manager.

Additional Points

Only Australian citizens and permanent Australian residents will be considered.

If you are only interested in undertaking individual stock research, this isn't the right role for you. This role is focused on total portfolio construction.

• Professional development via mentoring
• Supportive and dynamic team environment
• Career growth opportunities