Job Title

About the firmBoutique Wealth and Tax Advisory firm (25+ staff) that focuses on advisory services for Ultra High Net Worth Clients ($20M+ investments) including founders, executives, private business and family groups.About the roleWork in the Investment Committee as an Investment Analyst directly supporting the Director. This will be a varied role where you will research multi asset classes for each unique client whether that be debt funds, infrastructure investments, private equity, private debt, etc.This role is ideal for someone who thrives in a low-volume, high-impact environment, enjoys deep analytical work, and is seeking exposure to high-value clients and leading fund managers.ResponsibilitiesConduct investment research, due diligence and analysis across multiple asset classesResearch different asset classes be it; debt funds, stocks, infrastructure investments, private equity, shopping centres, etcPrepare reports and support client and portfolio review processesAttend fund manager presentations and contribute to discussionsMaintain accurate client data and ensure compliance requirements are metContribute to investment research and analysis activities including due diligence on investmentsAssist in the review of client investment portfoliosFocus on personal and professional development, study costs are covered.ExperienceMust have 2+ years experience as an Investment Analyst; Investment Committee experience highly regardedCFA candidates highly regardedProven experience in a similar investment research and financial modelling roleStrong Excel skills and solid capability across the MS Office suiteExcellent written and verbal communication skills, with strong interpersonal acumenWhy join usWork with Australia''s most sophisticated family offices and complex structuresClear career development pathways and trainingHybrid working arrangementsStudy allowance and supportClick Apply or email your resume to [email protected] for a confidential discussion about the opportunity #J-18808-Ljbffr