Investment Analyst

Location: Melbourne C B D
Job Type: Permanent
Reference: JO-1808-163512
Salary: Please call Claragh on 03 9098 725
The Role:

Peope2people are partnering with a well-established multi-family office specialising in investment management for a number of high-net worth individuals and families. Based in Melbourne CBD, our client is now looking for an Investment Analyst to join their team on a permanent basis. This newly established role presents the opportunity to gain exposure to all aspects of investment management and work closely with directors in a non-hierarchical environment. With a focus on delivering exceptional services, our client is looking for an enthusiastic individual to join their team.

As Investment Analyst your responsibilities will include:
  • Calculating trades and managing the trade blotter
  • Providing commercial insight and financial analysis for investment decision making
  • Building and maintaining financial models
  • Conducting industry and company research and analysis 
  • Monitoring financial trends, opportunities and risks closely

The right candidate will have:
  • Prior experience in a similar role
  • Knowledge of asset classes with a focus on debt and equity markets
  • Advanced Excel skills
  • Excellent attention to detail
  • Formal qualification in Accounting and Finance or CFA qualified
  • Problem-solving, including intellectual curiosity and exceptional numeracy 
  • A passion for trades and investments 

What's in it for you?
  • Opportunity to gain exposure to all aspects of the investment management 
  • Be involved in senior management meetings and decision making
  • Competitive remuneration package

If this sounds like you and you're looking for your next opportunity, call Claragh Beagan today on 03 9098 7425.