Senior Investment Analyst (Melbourne)

Senior Investment Analyst (Melbourne)

09 Aug
|
Fe Fundinfo
|
Melbourne

09 Aug

Fe Fundinfo

Melbourne

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 workplace 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.

📌 Senior Investment Analyst (Melbourne)
🏢 Fe Fundinfo
📍 Melbourne

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