About the company

A vibrant Investment Advisory Firm have an exciting opportunity for a Junior Analyst to join its growing team in Melbourne. This dynamic organisation is committed to providing superior investment advisory consulting clients, including superannuation funds, charities, insurers, foundations and much more. Be a part of providing asset allocation, manager research and selection, and investment strategy advice.

Benefits:

• Immediate Start | 8 week contract (opportunity to extend)
• Part-time role 3 days a week
• Hybrid Working: WFH 2 Days per week after the first few weeks
• Amazing team culture, collaborative and friendly
• Stunning office located in Melbourne CBD

About the role

Reporting to the Senior Analyst, the Junior Analyst will provide operational support including collating investment data, processing client data, and investment reports

As part of your daily duties, you will be responsible for:

• Collate monthly investment statements portfolio investment data
• Process, maintain and reconcile data in excel spreadsheets, and charts/tables for reporting
• Prepare monthly and quarterly reports to clients
• Assist consultants and team members with administrative

To be successful for the role you will have the following attributes:

• Up to 2 years of experience in operations in finance services
• Degree in Finance, Business or Super desirable
• Exceptional written and verbal skills

How to apply

Click APPLY or email your resume to [email protected]. For a confidential conversation, please call Narule on 0415 137 953.