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Investment Analyst

Heritvest Family Office Pty Ltd
Melbourne, VIC
A$115,000-$135,000 p/a + super + bonus
Banking & Financial Services → Analysis & Reporting
Full-time
On-site

Posted 23 days ago


Key Responsibilities

Conduct thorough analyses of investment opportunities, establish their credibility and craft compelling narratives.

Monitor and report on listed and unlisted managed funds.

Conduct asset class and market research/analysis to support manager research initiatives.

Assist with the search for new listed and unlisted managed funds and make recommendations for selection.

Communicate findings to internal stakeholders, including development of client-facing and external content.

You have

3 or more year's experience as an Investment Analyst.

A degree in finance, economics or a related discipline. Postgraduate studies or CFA participation would be highly regarded.

A solid understanding of manager strategies across various asset classes, with an analytical mindset and strong quantitative skills.

A genuine passion for investing.


About Heritvest Family Office Pty Ltd

Melbourne, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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