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Jobs

Our industry specialists will listen to your aspirations and share your story with Australia’s most prestigious organisations. Together, let’s write the next chapter of your career.

See all jobs

Exclusive recruitment partners

Explore the opportunities from a range of organisations that exclusively partner with Robert Walters for their hiring needs.

Learn more
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Together, we’ll map out career-defining, life-changing pathways to achieve your career ambitions. Browse our range of services, advice, and resources.

Learn more
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Services

Australia's leading employers trust us to deliver fast, efficient hiring solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.

Read more
Insights

Whether you’re seeking to hire talent or seeking a new career move for yourself, we have the latest facts, trends and inspiration you need.

See all resources
Hiring Advice How to develop a graduate program to attract top talent
Hiring Advice Top tips for managing change
Hiring Advice Managing the interview process
About Robert Walters Australia

G'day! For us, recruitment is more than just a job. We understand that behind every opportunity is the chance to make a difference in people's lives.

Learn more

Work for us

Our people are the difference. Hear stories from our people to learn more about a career at Robert Walters Australia

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Contact Us

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Investment Analyst - Managed Accounts

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This role involves analyzing, managing, and optimizing investment portfolios for their clients to achieve their financial goals. The ideal candidate will have strong analytical skills, a deep understanding of investment principles, and the ability to make data-driven recommendations.

Role responsibilities:

  • Conduct thorough analysis of managed investment portfolios, including performance evaluation, risk assessment, and asset allocation.
  • Develop and maintain detailed financial models to project investment performance and identify opportunities for optimisation.
  • Monitor portfolio performance and recommend adjustments to align with client objectives and market conditions.
  • Perform extensive research on market trends, economic conditions, and investment opportunities to inform portfolio strategies.
  • Evaluate and select investment vehicles (e.g., equities, fixed income, alternatives) based on client's risk profiles and investment goals.

Role requirements:

  • Bachelor’s degree in Finance, Economics, Accounting, or related field. CFA designation or progress towards it is preferred.
  • Strong experience working with Morningstar Direct.
  • Previous experience in working within managed accounts - multi-manager model portfolios via SMAs, MDAs, and fund of funds.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Bianca Loughran on +61 2 8289 3122 for a confidential discussion.

About the job

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Investment Management

Industry: Financial Services

Salary: Negotiable

Workplace Type: Hybrid

Experience Level: Associate

Location: Australia

Job Reference: 2005640/001

Date posted: 17 September 2024

Consultant: Bianca Loughran

Phone number: +61 2 8289 3122

bianca.loughran@robertwalters.com.au

Bianca Loughran

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