Associate Investment Specialist - EquitiesAbout the RoleProfusion 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 ResponsibilitiesPrepare and enhance client presentation materials, white papers,



and investment commentaries that clearly explain the investment approach and outcomesProduce risk analysis and performance attribution to support client and internal conversationsRespond to RFPs and due diligence questionnaires with accurate, high-quality contentConduct market research and competitor analysis to showcase innovation and insights to clientsStreamline and improve the delivery of projects across the Client Portfolio Management team, working closely with portfolio managers and client-facing teamsRequirements3+ years' experience in Equity Research, Portfolio Management, Investment Specialist or a client-facing investment roleFamiliarity with SQL and Python, with the ability to analyse large data sets and report insights conciselyStrong interpersonal, written communication and presentation skillsCollaborative, team-oriented approach with a genuine passion for markets and investing
#J-*****-Ljbffr

📌 Associate Investment Specialist - Equities (Sydney)
🏢 Profusion
📍 Sydney