Job Description
A growing wealth management firm is seeking a CFA-qualified Investment Analyst to play a critical role in shaping the investment strategy through research and portfolio management.
Responsibilities include client engagement, conducting due diligence on investment prospects, and enhancing risk management functions.
Candidates should have at least 5 years of investment research experience and solid analytical skills.
High proficiency in Excel is essential, along with a degree in Finance or Commerce and CFA qualifications.
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📌 Investment Analyst Multi Asset Wealth Management Victoria
🏢 Kaizen Recruitment
📍 Victoria
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