Analyst - Investment Research

369

Not specified (potentially hybrid or onsite based on industry norms).
Experience in investment research role
Strong data analysis and technical writing skills
Knowledge of asset allocation and portfolio construction
The investment research analyst position at Commonwealth Private Wealth seeks a candidate to contribute to research, selection, and monitoring of alternative assets and fixed income strategies. The ideal applicant should possess experience in investment research within wealth management, strong analytical skills, and effective communication capabilities

Job Summary

  • This role sits within The Commonwealth Private Wealth Team and is an integral member of the Investment Research Team.
  • The analyst will contribute to the research, selection, and ongoing monitoring of alternatives, real assets, and fixed income strategies.
  • The position requires supporting the development of the investment research framework while ensuring alignment to client needs.

Matching Summary

Match Score: 85

The investment research analyst position at Commonwealth Private Wealth seeks a candidate to contribute to research, selection, and monitoring of alternative assets and fixed income strategies. The ideal applicant should possess experience in investment research within wealth management, strong analytical skills, and effective communication capabilities.

Skills & Requirements

Must-have

  • Experience in investment research role
  • Strong data analysis and technical writing skills
  • Knowledge of asset allocation and portfolio construction
  • Understanding of alternatives and real assets
  • Experience with managed fund analysis

Nice-to-have

  • Intellectually curious mindset
  • High level of emotional intelligence (EQ)
  • Collaborative team player
  • Commercially minded approach
  • Ability to work across multiple asset classes

Key Requirements

  • RG 146 training in Securities, Bonds and Managed Investments
  • CFA qualifications or equivalent
  • Experience in HNW segment wealth management
  • Regulatory knowledge of wholesale and sophisticated investor segments

Work Rights

Not specified

Tailored Resume

Cover Letter