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18

February

Investment Associate - Funds Management

Kaizen Recruitment - Melbourne, VIC

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

  • Leading Fund Manager | High-growth dynamic environment
  • Career development opportunity
  • Permanent position| Melbourne CBD

Investment Associate | Funds Management
 
An excellent career opportunity for you to work for a leading global fund manager within the Australian Investment Management team.

Leading Fund Manager | High-growth dynamic environment

  • Career development opportunity
  • Permanent position| Melbourne CBD

Full Job Description
 
Our client is a market leading global Funds Management business who require an experienced Investment Associate to join their collegiate and collaborative team.

The successful candidate will be responsible for:

  • Understanding and responding to a broad spectrum of client queries;
  • Liaising with the Operations team, conferring with clients and flagging potential issues or breaches to the organisation;
  • Manage client relationships, meetings & arrange periodic client reviews proactively;
  • Concise client record keeping in the sales database system;
  • Support Business Development by conducting research and analysis on competitors, the market and institutional portfolios;
  • Analyse data to support ESG portfolios and give advice to clients on sustainable investment options, exclusion lists etc;
  • Participating in firm wide global research and coaching team members on client portfolios and investment analysis;

Skills and Qualifications Required:

  • Ideally 2 years' or more experience within Investment Analyst/Performance roles or within Institutional Client Services and Relationship positions;
  • Institutional Investment knowledge and/or demonstrated application of investment knowledge in pervious roles-required;
  • Tertiary qualifications across business, commerce or investment related fields.
  • Highly developed understanding of the Australian and international fund management market including equities and fixed income asset classes;
  • A strong ability to multitask and work to a deadline, highly motivated with a strong work ethic;
  • Quant fund asset strategy knowledge-highly regarded;

This is a rare opportunity for an Investment Associate to grow their career within a global asset manager. If you are interested in applying, please apply directly to the link or contact Simon Gvalda on 0431 634 291 or Matt McGilton on 03 9095 7157 at Kaizen Recruitment.
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