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Investment Analyst – Funds Management

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: AUD $70k-$90k base salary

  • $50-100k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

Our client is a leading funds management business seeking an Investment Analyst to join their team in Sydney.

The ideal candidate will have built some experience (2+ years) within an investment management environment. Our client is open to both someone coming from a similar front office style role or a middle office/performance and attribution analytics function.

The position will sit within the investment team and will directly support the senior Portfolio Managers in a range of tasks.


  • Perform company analysis and classification
  • Collate and report company and market relevant information
  • Liaise with internal and external stakeholders including Portfolio Managers, Operations, Traders and the distribution team.
  • Liaise with custodian banks and other agents
  • Assist with portfolio reporting, including returns, market value calculations, and characteristics
  • Supporting and liaising with global divisions on investment risk analytics
  • Developing a stress testing framework for the investment portfolios


  • 2-5 years with an Asset Manager, Investment Bank or Big 4 Accounting firm
  • Bachelor’s degree in economics, mathematics, engineering or a related field
  • Experience with Bloomberg Terminal and Xplan
  • Skills with investment analysis instruments
  • Ability to effectively communicate and influence all levels of management and senior stakeholders

Feel free to call us directly in Sydney on +61 2 8246 8900 to discuss this position in confidence.

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