Analyst - Investment Research

756

Not specified
Experience in investment research role
Strong data analysis and technical writing skills
Knowledge of asset allocation and portfolio construction
The Commonwealth Private Wealth Team is seeking an Investment Research Analyst to contribute to research, selection, and monitoring of alternative assets and fixed income strategies, aimed at enhancing portfolio construction for high-net-worth clients. The ideal candidate will possess experience in investment research, strong analytical skills, and the ability to collaborate effectively with various teams

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 robust portfolio construction by researching, selecting, and monitoring alternatives, real assets, and fixed income strategies.
  • Success requires strong analytical rigour, governance discipline, and the ability to produce high-quality research content for client engagement.

Matching Summary

Match Score: 85

The Commonwealth Private Wealth Team is seeking an Investment Research Analyst to contribute to research, selection, and monitoring of alternative assets and fixed income strategies, aimed at enhancing portfolio construction for high-net-worth clients. The ideal candidate will possess experience in investment research, strong analytical skills, and the ability to collaborate effectively with various teams.

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, real assets, and fixed income
  • Experience with wealth management and HNW segment

Nice-to-have

  • CFA qualifications or equivalent
  • High level of emotional intelligence (EQ)
  • Collaborative team player mindset
  • Commercially minded approach
  • Intellectually curious analyst

Key Requirements

  • RG 146 training in Securities, Bonds and Managed Investments
  • Some experience in a research role with a wealth manager or broker
  • Experience in managed fund analysis
  • Understanding of regulatory framework for HNW segment

Work Rights

Not specified

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