- Professional development via mentoring
- Supportive and dynamic team environment
- Career growth opportunities

About the company

Our client is a global investment manager with a long-established presence in Australia. They partner with wealth management firms and institutional investors to design and run tailored multi-asset portfolios. Their Australian business manages tens of billions of dollars for a diverse group of long-term clients across wealth managers, superannuation and not-for-profit sectors.

About the role

Our client is seeking a driven and determined professional to join our client’s Australian portfolio management team. This will include supporting the following activities: Design (strategic asset allocation), Construct (selection and monitoring of asset class strategy) and Manage (daily cash flow and tactical implementation).

Key responsibilities:

- Production of multi-asset portfolio analytics
- Monitoring of portfolios
- Support the Portfolio Managers in portfolio construction
- Liaising with multiple stakeholders including distribution, clients, PMs (locally and globally)
- Participate in investment discussions on asset allocation and investment analysis.

Skills & experience:

- Interest in and understanding of investments including capital markets,



investment managers and investment products.
- Undergraduate degree in Business, Commerce, Mathematics, or related field
- Strong technical competencies in data and spreadsheet applications
- Excellent problem solving, time management and communication skills
- High level of attention to detail
- Ability to work with a wide variety of internal and external stakeholders.

Culture

- Innovative workplace that values integrity and diversity
- Client-centric and forward-thinking investment approach
- Collaborative team environment.

Benefits

- Professional development and mentoring
- Take your career to the next level at a leading global organisation
- Additional annual leave
- Insurances, education, and retirement perks
- Career growth - opportunity to become a portfolio manager.

How to apply

If you are interested in learning more about this position, please apply via the link provided.

Additional Points

Only Australian citizens and permanent Australian residents will be considered.

If you are only interested in undertaking individual stock research, this isn't the right role for you. This role is focused on total portfolio construction.

📌 Junior Investment Analyst (Sydney)
🏢 RIVA Recruitment
📍 Sydney