Job Description

Investment Analyst - Investment Governance & Due Diligence

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About the role

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An exciting opportunity has arisen for an Investment Analyst to join the investment team within the wealth management division of a leading global financial services organisation.

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The team operates within an institutional investment environment, supporting investment oversight and delivering quality investment outcomes for clients across a sophisticated wealth management platform.

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Working closely with investment professionals and stakeholders across the business, you will gain exposure to a broad range of local and global investment strategies across public and private markets.

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What role will you play?

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As an Investment Analyst, you will support the research, monitoring and due diligence of investment managers and products within an investment setting.

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Your responsibilities will include:

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- Conducting qualitative and quantitative analysis of investment managers, products and strategies across multiple asset classes.
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- Supporting investment and operational due diligence, including research into investment processes, performance, risk management and organisational capabilities.
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- Monitoring existing investment managers and products, identifying developments and issues requiring further investigation.
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- Contributing to investment governance frameworks, policies and processes to support compliant and effective investment oversight.
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- Analysing investment performance, risk metrics and portfolio data to generate insights for investment decision-making.
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- Supporting portfolio construction and strategic asset allocation analysis.
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- Working collaboratively with investment, risk, compliance and operational stakeholders to support manager onboarding and ongoing oversight.
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- Preparing clear, concise research and analysis for a range of internal stakeholders.
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- Contributing to the continuous improvement of investment research, monitoring and governance processes.
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What you offer

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You will ideally bring:

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- Experience or exposure to investment analysis, manager research, investment due diligence or financial markets.
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- An understanding of investment strategies across a range of asset classes.
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- Experience with quantitative analysis, including performance analysis, risk assessment, financial modelling or portfolio construction.
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- Strong analytical skills and the ability to interpret complex investment information.
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- Excellent written and verbal communication skills, with the ability to present findings clearly to different audiences.
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- An understanding of investment governance, regulatory frameworks or compliance requirements.
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- A collaborative approach, with the ability to work independently and contribute effectively to a broader team.
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- Strong attention to detail and an interest in improving investment processes and outcomes.
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- Relevant tertiary qualifications in finance, economics, commerce or a related discipline.
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CFA, RG146 or other relevant investment qualifications would be advantageous but are not essential.

📌 Investment Analyst - Investment Governance & Due Diligence (New South Wales)
🏢 Morgan Mckinley
📍 New South Wales