FE fundinfo Logo

FE fundinfo

Senior Investment Analyst

Posted 9 Days Ago
Be an Early Applicant
In-Office
Melbourne, Victoria, AUS
Senior level
In-Office
Melbourne, Victoria, AUS
Senior level
Lead production of high-quality research on managed funds and multi-asset strategies, present sector reviews to stakeholders, monitor risk-adjusted fund performance, track market and sector developments, deliver timely monthly research outputs, and collaborate to support investment outcomes.
The summary above was generated by AI

Lead high-impact investment research that directly shapes portfolio decisions and influences financial advisers and their clients.

This role offers the opportunity to take ownership of sector coverage within a highly respected investment research team, producing influential insights and reports that guide real-world investment decisions. You will work alongside experienced professionals, contribute to a strong research culture, and deepen your expertise across multi-asset strategies. With exposure to senior stakeholders and the ability to lead sector reviews, this is an excellent opportunity to elevate your career in a collaborative and growth-focused environment.

Your key responsibilities as a Senior Investment Analyst will include:
  • Leading the production of high-quality research reports on managed funds and multi-asset investment strategies
  • Acting as the lead analyst in sector reviews, presenting insights and recommendations to internal and external stakeholders
  • Monitoring and evaluating fund performance using risk-adjusted metrics to ensure alignment with market conditions
  • Maintaining up-to-date knowledge of market trends, risks, valuations, and sector developments
  • Delivering accurate and timely research outputs in line with monthly schedules and team objectives
  • Collaborating with colleagues and stakeholders to support research quality and investment outcomes
You will need the following experience and skills to join us as a Senior Investment Analyst:
  • You will have demonstrated experience in investment research, with a strong track record of producing high-quality reports and insights
  • You will have a deep understanding of risk-adjusted performance metrics and sector-specific investment dynamics
  • You will have strong proficiency in Microsoft Excel and the Microsoft Office Suite
  • You will be an excellent communicator, confident in presenting insights and engaging with stakeholders
  • You will have experience or strong exposure to Fixed Income and Multi-Asset investment strategies

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 collaborative, high-performing environment where continuous learning and professional development are strongly encouraged. You will be part of a team that values knowledge sharing, critical thinking, and high-quality output, while benefiting from flexible working arrangements and opportunities to contribute to impactful research projects. Our culture supports growth, innovation, and the ability to build meaningful relationships across the investment industry.

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.

FE fundinfo Melbourne, Victoria, AUS Office

Level 22, South at Queen & Collins Tower 376-390 Collins Street , Melbourne, VIC , Australia, 3000

Similar Jobs

Yesterday
In-Office
Melbourne, Victoria, AUS
Senior level
Senior level
Fintech
Manage daily collateral operations and relationships with broker-dealers and custodians; investigate and resolve reconciliations and complex exceptions; lead process improvements; partner with internal and external stakeholders; serve as a subject matter expert supporting derivatives, risk management, and controls.
Top Skills: Calypso
15 Hours Ago
Remote or Hybrid
Australia
Senior level
Senior level
Cloud • Information Technology • Security • Software • Cybersecurity
Lead strategic engagement for a portfolio of Adelaide enterprise accounts and SA Government, driving adoption of Cloudflare platform across Security, Performance, Zero Trust, SASE and AI infrastructure. Build executive relationships, develop multi-year account plans, collaborate with partners and cross-functional teams, and ensure deployment, value realization, expansion, and accurate forecasting.
Top Skills: Ai InfrastructureAi-Assisted WorkflowsCloud SaasCloudflareNetwork SecuritySaseZero Trust
15 Hours Ago
In-Office or Remote
Melbourne, Victoria, AUS
Senior level
Senior level
Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Lead and coach field Account Executives to drive pipeline, close complex, high-velocity deals, and scale repeatable field sales motions. Manage pipeline, forecasts, KPIs, hiring, onboarding, and local market engagement while partnering cross-functionally to refine strategy, product positioning, and go-to-market efforts.

What you need to know about the Melbourne Tech Scene

Home to 650 biotech companies, 10 major research institutes and nine universities, Melbourne is among one of the top cities for biotech. In fact, some of the greatest medical advancements were conceptualized and developed here, including Symex Lab's "lab-on-a-chip" solution that monitors hormones to predict ovulation for conception, and Denteric's vaccine for periodontal gum disease. Yet, the thousands of people working in the city's healthtech sector are just getting started, to say nothing of the tech advancements across all other sectors.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account