Investment Analyst

A specialist multi-manager investment platform backed by a large global asset-management group, known for disciplined asset allocation and institutional-grade portfolio construction.

The Role:

You will support the portfolio construction process, contributing to research, analysis and ongoing monitoring across a diverse set of strategies including dynamic, ESG-tilt, index and global equities solutions. You will work closely with senior portfolio managers and the Investment Committee, helping to maintain alignment with risk and return objectives.

Key responsibilities

• Research and monitor underlying managers and funds: performance, style, risk, fees, suitability
  
• Assist in dynamic asset allocation by analysing market and macro conditions
  
• Support implementation across SMAs, MDAs and fund-of-funds
  
• Produce clear investment insights, research memos and presentation materials
  
• Assist with due diligence on existing and prospective managers
  
• Maintain strong knowledge of markets, investment trends and ESG developments
  
• Collaborate with research, operations and distribution to ensure smooth execution
  

Candidate profile

• Degree in finance, economics or related; progress toward CFA welcomed
  
• Strong analytical and quantitative capability
  
• Understanding of multi-asset investing, portfolio construction and fund research
  
• Excellent written and verbal communication skills
  
• High attention to detail and disciplined execution
  
• Proactive, adaptable and comfortable working in a small, ambitious team
  

Why this role

• Global backing with a specialist investment-boutique culture
  
• Hands-on exposure to asset allocation and manager selection
  
• Broad investment platform spanning active, passive and ESG approaches
  
• Visible career impact in a business investing for growth
  
• Culture focused on performance, quality and integrity
  

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or contact Bianca Loughran on +61 2 8289 3122 or bianca.loughran@robertwalters.com.au for a confidential discussion.