Investment Research Administrator

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. To further bolster its offering, Zenith acquired superannuation, data and technology business, Chant West in 2020.

In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. By making our industry Better Connected and Better Informed, we support investment decisions worldwide.

The Investment Research Administrator role sits at the core of our research function, providing essential administrative and organisational support to ensure the team runs efficiently. This is a fantastic opportunity for a detail-oriented, highly organised individual who thrives as a central point of coordination and enjoys enabling high-quality research outcomes through seamless operational support.

Your key responsibilities will be to:

• Coordinate Sector Review Meetings by scheduling and organising meetings between the research team and fund managers, including sending invitations, managing calendars, and arranging necessary logistics and travel.
• Manage contracts by preparing, uploading, and tracking documents using Fusion (Salesforce CRM) and DocuSign. Monitor outstanding items and collaborate with Legal on new contracts or schedule amendments
• Oversee the research team’s email inbox, responding to new fund enquiries and fund manager emails, and escalating to the research team where appropriate
• Support the research team by preparing agendas, updating and maintaining various registers, and assisting with other administrative tasks as needed

To join us you will need the following experience and skills:

• You must have excellent skills using the Microsoft 365 suite and Salesforce CRM experience is highly desirable!
• You must have at least 2 - 3 years experience in a similar administration or office coordination role
• You must possess a strong attention to detail
• Your organisation and prioritisation skills are essential
• You have excellent written and verbal communication skills
• You will be a team player - we value collaboration!
• You must possess a can-do attitude; this attribute is indispensable!
• You enjoy coming into office and interacting with clients and colleagues

By joining the team, you will be offered the following:

• 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
  

Your Next Steps

• We are always looking for committed and energetic individuals to be a part of the team and if you're looking for a collaborative, supportive and inclusive environment, apply now!

NB. The internal job title for this role is Research Coordinator.