senior research analyst – investments 150k + bonus in Sydney CBD

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job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
salary
AU$ 130,000 - AU$ 170,000 per year
reference number
90M0354646_1531795953
contact
scott sherwood, randstad
apply now

job description

Senior Research Analyst – Investments 150K + Bonus

  • CBD Based
  • Great Team
  • Supporting Large Advisor Network

The Company

Well known Wealth Management Leader is currently looking for experienced Financial Planning Industry Professionals to look over advice provided to their clients within a a team of industry experts. This role will see you work alongside industry leaders in financial planning. Outstanding career development opportunities exist within this large group.

The business offers outstanding service helping their clients reach their financial goals.

The Role

You will be well supported in the role with a good size team with lots of resources. This role will see you conducting research on three main asset classes. Managed Funds, ETF’s as well as Listed Investment Companies. Working with platforms,smsf’s as well as margin lenders will also be a part of the research and you will help present this information to investment committee’s. Reviews and Coordinating approvals for afsl licensee’s and advisors will be part of your day to day duties.

Your three main objectives will be research, model portfolios and providing insights to the internal business.

Your Experience

  • 5+ Years Investment Research Experience
  • Post Graduation Qualifications in Finance/Investment – CFA preferred
  • RG – 146

To apply online, please click on the appropriate link.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

CFA managed funds research analyst

qualification

CFA

educational requirements

Post Graduate Diploma