Profusion has partnered with a leading Wealth Management Platform looking to add a Senior Investment Analyst to its Investment Governance team in Sydney. This role focuses on the due diligence and ongoing monitoring of investment managers and products, applying both quantitative and qualitative analysis across local and global strategies and public and private asset classes. The successful candidate will partner with stakeholders across the business, contributing portfolio insights and communicating findings clearly to a range of audiences.
Key Responsibilities
Conduct investment due diligence and ongoing monitoring of investment managers and products on the platform
Apply quantitative and qualitative analysis to evaluate local and global investment strategies across public and private asset classes
Contribute to portfolio insights using performance analysis,
risk assessment, and portfolio construction techniques
Partner with stakeholders across the business to share insights and support investment decision-making
Collaborate with team members to continuously improve processes and outcomes
Requirements
Experience or exposure to investment analysis, due diligence, or financial markets
Confident with quantitative methods such as performance analysis, risk modelling, or portfolio construction, or a willingness to build these skills
Comfortable working with data and financial models, with support where needed
Robust communication skills with the ability to explain complex ideas clearly
Team-oriented mindset with the ability to work independently and as part of a time
📌 Senior Investment Analyst Investment Governance Sydney
🏢 Profusion
📍 Sydney
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