Analyst - Investment Research

CommBank

Not specified (assumed hybrid)
Experience in wealth management or asset management
Strong data analysis and technical writing skills
Knowledge of asset allocation and portfolio construction
CommBank is seeking an Investment Research Analyst to support its Private Wealth Team by contributing to the research and analysis of alternative assets, real assets, and fixed income strategies. The ideal candidate will possess a background in investment research, strong analytical skills, and a collaborative mindset, while the role offers opportunities for professional growth and engagement with high-net-worth clients

Job Summary

  • This role sits within The Commonwealth Private Wealth Team and is an integral member of the Investment Research Team supporting robust portfolio construction.
  • The successful candidate will contribute to the research, selection, and ongoing monitoring of alternatives, real assets, and fixed income strategies.
  • You will support the development of the investment research framework while ensuring alignment to client needs and regulatory requirements.

Matching Summary

Match Score: 85

CommBank is seeking an Investment Research Analyst to support its Private Wealth Team by contributing to the research and analysis of alternative assets, real assets, and fixed income strategies. The ideal candidate will possess a background in investment research, strong analytical skills, and a collaborative mindset, while the role offers opportunities for professional growth and engagement with high-net-worth clients.

Skills & Requirements

Must-have

  • Experience in wealth management or asset management
  • Strong data analysis and technical writing skills
  • Knowledge of asset allocation and portfolio construction
  • Understanding of alternatives, real assets, and fixed income
  • Ability to produce high-quality investment research content

Nice-to-have

  • Intellectually curious and commercially minded analyst
  • High level of emotional intelligence (EQ)
  • Collaborative approach with diverse stakeholder teams
  • Proven problem-solving and organizational skills

Key Requirements

  • RG 146 training in Securities, Bonds and Managed Investments
  • CFA qualifications or equivalent
  • Experience in managed fund analysis
  • Understanding of wholesale and sophisticated investor regulation

Work Rights

Not specified

Tailored Resume

Cover Letter