Not specified (assumed hybrid based on industry norms)
Research experience in wealth management or asset management
Strong data analysis and technical writing skills
Technical evaluation of asset allocation and portfolio construction
The Commonwealth Bank is seeking an Investment Research Analyst to join their Private Wealth Team, focusing on research and analysis of alternative assets, real assets, and fixed income strategies. The ideal candidate will possess experience in investment research, strong analytical skills, and a collaborative mindset, contributing to effective portfolio construction and client engagement
Job Summary
This role sits within The Commonwealth Private Wealth Team and is an integral member of the Investment Research Team supporting high-net-worth clients.
The analyst will contribute to the research, selection, and ongoing monitoring of alternatives, real assets, and fixed income strategies to support robust portfolio construction.
You will produce high-quality research content including fund reports, performance analysis, and due diligence materials while ensuring compliance with regulatory requirements.
Matching Summary
Match Score: 85
The Commonwealth Bank is seeking an Investment Research Analyst to join their Private Wealth Team, focusing on research and analysis of alternative assets, real assets, and fixed income strategies. The ideal candidate will possess experience in investment research, strong analytical skills, and a collaborative mindset, contributing to effective portfolio construction and client engagement.
Skills & Requirements
Must-have
Research experience in wealth management or asset management
Strong data analysis and technical writing skills
Technical evaluation of asset allocation and portfolio construction
Experience with managed fund analysis
Knowledge of wholesale and sophisticated investor regulation
Nice-to-have
Intellectually curious and commercially minded analyst
High level of emotional intelligence (EQ)
Ability to work collaboratively across teams
Proven problem-solving and organizational skills
Key Requirements
RG 146 training in Securities, Bonds and Managed Investments
CFA qualifications or equivalent preferred
Experience in HNW segment or Private banking
Understanding of regulatory framework for investment research