Full time
Senior Investment Analyst - 9 Month FTC
Posted by Kaizen Recruitment • Australia, Victoria, Australia
About the Role
- Leading funds management firm
- Drive strong investment analysis
- 9 month fixed-term contract
Kaizen Recruitment are partnering with a long established funds management firm headquartered in Melbourne who are seeking a Senior Investment Analyst on a 9 month fixed-term contract, reporting to the Head of Investment Governance.
The role will involve leading primary research and monitoring for managed fund approvals and ETFs across third-party platform super funds.
Key Responsibilities of the Senior Investment Analyst include:
- Lead due-diligence on managed funds/ETFs/Trusteed Directed Products (TDPs) in all areas i.e. people, process, risk, capacity etc.
- Prepare investment memos with clear evaluation and recommendations
- Manage remediation actions and identify early warning indicators
- Build and interpret dashboards using Morningstar Direct and internal data
- Analyse TDP menu...
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