Research Analyst

  • Newly created position
  • Broad role functionality
  • Work across a variety of asset classes and investment strategies

Company Overview

Profusion is working exclusively with one of Australia’s fastest-growing wealth management companies in the recruitment of a Research Analyst.  
Role Overview  

  • With input from research business partners and relevant stakeholders, work with the team
    to develop and maintain the group’s investment philosophy/charter for Research/Investment
    Committee review and approval.
  • Maintenance and enhancement of investment and risk APL to ensure it provides
    optimal solutions to clients.
  • Updating and development of research and platform materials and tools on adviser intranet.
  • Assist the manager in reporting and providing recommendations to the
    Research/Investment Committee with the support of Count’s approved research providers
    on high-level research matters including APL changes and monitoring, product/platform
    developments and relevant risks.
  • Build effective relationships with third-party providers such as fund managers, insurance
    providers, platform providers, direct equity brokers, etc.
  • Assist in the preparation of product and platform data analytics for leadership and
    Board/committee reporting.
  • Drafting of communication media to effectively distribute the findings and information from
    the Research/Investment Committee.
  • Review non-APL investments and make recommendations regarding position
    on investment.

Skills & Experience

  • 3+ years’ experience researching financial investments and/or risk insurance products and
  • Tertiary qualification in a relevant discipline such as financial planning, finance, commerce or law.
  • Demonstrable experience in servicing advisers (verbal and written) on research-related

What’s on Offer?

  • Rare opportunity to build out a newly created research role
  • Up to 12 weeks additional leave each year
  • Health and wellness benefits
  • Valuable saving on banking product and services

If you are looking for the right opportunity to advance your career within a great organisation, then forward your resume using the ‘apply now’ button below.

Alternatively, call Dave at Profusion on 02 9240 6375 for more information.

Research Analyst

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