investment analyst in Sydney CBD

Sydney CBD, New South Wales
job type
AU$ 80,000 per year
reference number
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job description

Out client, an international asset manager, are looking for an energetic and data driven individual to join their team to provide analytical oversight of their sales and funds performance which will allow them to deliver on their business objectives. Reporting to the Director of Strategy, and having exposure to regional managers and the CEO the successful candidate will be responsible for:

  • Preparing and collating fund data from the wider team to measure trends and understand performance issues.
  • Creating portfolio performance reports for regional managers and advisors
  • Collating sales performance reports identifying areas of success and suggesting ideas for strategic growth through alternative sales channels.
  • Providing ad-hoc reporting to internal stakeholders based on internal needs
  • Working with senior stakeholders to deliver analytical insight into performance and being able to constructively challenge.

To be successful in this role you will have:

  • Excellent communication and presentation skills
  • Excellent written communication and the ability to generate reports for senior management
  • 2-3 years previous experience in a funds management business, RG146 will be looked upon favourably
  • Advanced excel skills with experience using Dynamics is a plus
  • An analytical mindset which can consider factors outside of the numbers.
  • An outgoing personality and are not afraid to challenge or approach ideas with senior stakeholders.

To apply for this role, please follow the link below. Emailed CVs will not be considered. For additional information please contact David Jackson on 02 8298 3805.

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