FE fundinfo - Senior Investment Analyst

Take the lead in shaping investment insights that drive strategic decisions across a fast-paced, globally expanding business.

As a Senior Investment Analyst at Zenith Investment Partners, you'll be at the forefront of investment research, leading high-impact projects and producing influential reports that guide financial advisers and their clients.

This role offers the opportunity to work with a team of experienced professionals, take ownership of your sector coverage, and contribute to a culture that values continuous learning and professional growth.

Your key responsibilities as a Senior Investment Analyst will include:

- Leading the production of high-quality research reports, providing detailed insights into managed funds and exchange-traded investment strategies.

- Operating as the lead analyst in sector reviews, presenting findings and recommendations to internal and external stakeholders.

- Monitoring and evaluating the risk-adjusted performance of funds under your coverage, ensuring alignment with market trends and client needs.

- Staying informed on current issues, valuations, risks, and returns within your assigned sector.

- Collaborating with colleagues across research and consulting teams to deliver integrated investment solutions.

- Ensuring timely and accurate delivery of research outputs in line with monthly work schedules.

You will need the following experience and skills to join us as a Senior Investment Analyst:

- You must have advanced proficiency in the Microsoft Office Suite, particularly Excel.

- You will have demonstrated experience in investment research, with a strong track record of producing high-quality reports and insights.

- You must have experience and aptitude in fixed income research, as this is a key requirement for the role.

- You should possess excellent communication and presentation skills, enabling you to lead meetings and convey complex investment ideas.

- You must have a deep understanding of risk-adjusted performance metrics and sector-specific investment dynamics, with experience using Bloomberg or similar financial data platforms.

- You will ideally hold or be working towards CFA certification and RG146 compliance, reflecting your commitment to professional standards in financial services.

- Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients!

- We pride ourselves on fostering a collaborative and inclusive work environment where everyone feels valued.

- Our culture supports flexible work arrangements, encourages professional development, and promotes well-being through a range of initiatives.

- Whether you're working from home or in the office, you'll be part of a team that values your contributions and supports your growth.

Joining Our Team, We Offer You:

- The opportunity to make your mark on the success of a fast-paced entrepreneurial company

- A pleasant, ambitious and professional working climate with good opportunities for further development

- A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry

- Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences

- Eligibility of discretionary bonus

- 4 days study leave per annum

$4,000 p.

study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)

A range of wellbeing offerings and discounts on everyday spending

Flexible work options under our Versatile Work Practices