Full time

Senior Investment Analyst - 9 Month FTC

Posted by Kaizen Recruitment • Australia, Victoria, Australia

📍 Australia, Victoria 🕒 February 28, 2026

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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