Analyst - Investment Research

CBA New Digital Businesses Pty

Not specified
Experience in investment research role
Strong data analysis and technical writing skills
Knowledge of asset allocation and portfolio construction
CBA New Digital Businesses Pty is seeking an Investment Research Analyst to join its Commonwealth Private Wealth Team, focusing on alternatives, real assets, and fixed income strategies. The ideal candidate should have relevant research experience in wealth management and strong analytical skills, contributing to investment selection and client engagement

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 to support robust portfolio construction.
  • The position offers an opportunity to build deep expertise in alternatives while contributing to a broader, client-centric investment offering for high-net-worth customers.

Matching Summary

Match Score: 75

CBA New Digital Businesses Pty is seeking an Investment Research Analyst to join its Commonwealth Private Wealth Team, focusing on alternatives, real assets, and fixed income strategies. The ideal candidate should have relevant research experience in wealth management and strong analytical skills, contributing to investment selection and client engagement.

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
  • Wealth management experience in HNW segment

Nice-to-have

  • CFA qualifications or equivalent
  • High level of emotional intelligence (EQ)
  • Collaborative team player with strong interpersonal skills
  • Experience with managed fund analysis
  • Ability to coordinate client research events

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 wealth management solutions and regulation for wholesale/sophisticated investors

Work Rights

Not specified

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