Investment Analyst

vor 10 Stunden

City of Melbourne, Österreich Watershed Funds Management Vollzeit

We are a leading managed accounts provider experiencing strong growth and expanding our team. Our approach combines disciplined investment management with a client‑first service model. We are seeking a motivated, detail‑oriented Investment Analyst to support our Investment Team’s broad research and portfolio oversight responsibilities. The Role As an Investment Analyst, you will have a wide remit — from monitoring macroeconomic conditions, market valuations, and asset‑class performance, through to building direct coverage of listed securities. Over time, and depending on your background, you will take on increasing analyst coverage across Australian and/or international equities. You will also be an active participant in Investment Committee meetings and provide support on investment‑related queries from our clients. Key Responsibilities Build and maintain stock coverage Assist with trade execution and monitoring of investment activity across platforms Respond to adviser and platform queries regarding investment strategy and portfolio activity Contribute to the enhancement of investment processes, reporting tools, and internal controls Skills & Experience 2–5 years’ experience in financial services, ideally within investment management Strong attention to detail and a process‑driven approach Proficiency in financial and investment data analysis, with advanced Excel skills Self‑starter with strong motivation, ownership mindset, and collaborative approach Desirable: CFA studies (commenced or completed) and/or experience using Bloomberg Why Join Us Join a high‑growth firm with a collaborative, supportive culture Gain broad exposure across investment research including direct equities, managed funds, and asset allocation Make an immediate impact in a dynamic, investment‑focused environment Opportunities for professional development and increased analytical responsibility over time #J-18808-Ljbffr

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