Our client is an established Australian asset manager running a range of investment strategies across multiple asset classes for institutional, wholesale and high net worth investors. They are looking for an Investment Analyst to join a small, high-performing investment team in Sydney.

This is a hands-on role covering the full investment process, from research and portfolio construction through to portfolio management, trading, compliance and performance reporting. You’ll work closely with senior portfolio managers who bring decades of domestic and global experience, and sit within the firm’s investment committee process.

What you’ll be doing
Researching and analysing investment prospects across a range of asset classes
Building and maintaining models to support portfolio construction, risk and performance analysis
Monitoring markets and economic conditions, and helping shape the team’s investment views
Preparing materials for investment committee and senior portfolio managers
Supporting the day-to-day running of portfolios, including positioning,



implementation and oversight
Producing performance and portfolio reporting for internal and client audiences
Contributing ideas to current products and to improving the overall investment process

About you
1 to 4 years’ experience in investment research, portfolio management or a related role within funds management, wealth management, asset consulting or a research house
Solid understanding of Australian investment markets, asset classes and product structures such as managed funds, managed accounts and platforms
Advanced Excel and PowerPoint skills, with a strong analytical and problem-solving mindset
Degree in finance, economics or a similar discipline; progress towards the CFA well regarded
Clear written and verbal communicator who works well autonomously and as part of a small team
Robust attention to detail, sound judgement and a genuine interest in markets

📌 Investment Analyst Southern Sydney
🏢 Foundry Talent Partners
📍 Southern Sydney