Associate Investment Specialist - Equities

About the Role

Profusion has partnered with a leading Global Investment Manager looking to add an Associate Investment Specialist to its Equities team in Sydney. This role forms an significant part of the Client Portfolio Management team, involving portfolio analysis, the development of pitch decks and presentation materials, and market research to showcase insights and explain investment outcomes to internal stakeholders and external clients. The successful candidate will work closely with institutional and wholesale clients, supporting them with tailored materials, analysis and insights.

Key Responsibilities
Prepare and enhance client presentation materials, white papers, and investment commentaries that clearly explain the investment approach and outcomes
Produce risk analysis and performance attribution to support client and internal conversations




Respond to RFPs and due diligence questionnaires with accurate, high-quality content
Conduct market research and competitor analysis to showcase innovation and insights to clients
Streamline and improve the delivery of projects across the Client Portfolio Management team, working closely with portfolio managers and client-facing teams

Requirements
3+ years' experience in Equity Research, Portfolio Management, Investment Specialist or a client-facing investment role
Familiarity with SQL and Python, with the ability to analyse large data sets and report insights concisely
Robust interpersonal, written communication and presentation skills
Cooperative, team-oriented approach with a genuine passion for markets and investing

📌 Associate Investment Specialist Equities Sydney
🏢 Profusion
📍 Sydney