Analyst - Investment Research

Bonneville Bank

Not specified (assumed office-based due to role requirements)
Research experience in wealth management or asset management
Strong data analysis and technical writing skills
Knowledge of asset allocation and portfolio construction
Bonneville Bank is seeking an Analyst for its Investment Research Team, focused on assessing investment opportunities in alternatives, real assets, and fixed income. The role requires strong analytical skills and experience in wealth management to contribute to portfolio construction and client engagement

Job Summary

  • This role is an integral part of the Investment Research Team supporting the #1 Private Bank ambition for High Net Worth customers in Australia.
  • The analyst will contribute to the research, selection, and monitoring of alternatives, real assets, and fixed income strategies to support robust portfolio construction.
  • Candidates must possess strong analytical rigour to assess best-in-class investment opportunities and produce high-quality research content for client engagement.

Matching Summary

Match Score: 85

Bonneville Bank is seeking an Analyst for its Investment Research Team, focused on assessing investment opportunities in alternatives, real assets, and fixed income. The role requires strong analytical skills and experience in wealth management to contribute to portfolio construction and client engagement.

Skills & Requirements

Must-have

  • Research experience in wealth management or asset management
  • Strong data analysis and technical writing skills
  • Knowledge of asset allocation and portfolio construction
  • Experience with managed fund analysis
  • Understanding of HNW regulatory frameworks

Nice-to-have

  • CFA qualifications or equivalent
  • RG 146 training in Securities and Bonds
  • High EQ and collaborative working style
  • Experience in Private Banking or Wholesale segments
  • Commercially minded and intellectually curious

Key Requirements

  • Some experience in a research role with a wealth manager
  • RG 146 training in Securities, Bonds and Managed Investments
  • CFA qualifications or equivalent (advantage)
  • Experience in wealth management and financial markets
  • Understanding of wholesale and sophisticated investor regulation

Work Rights

Not specified

Tailored Resume

Cover Letter