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Senior Investment Analyst – Funds Management

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $130k - $160k + super

  • $100-150k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

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

The ideal candidate will have built strong experience as an investment analyst or research analyst with a fund manager preferably or potentially an investment bank.

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;
  • Multi-sector analysis and some multi-manager focused analysis as well;
  • 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.


  • 4+ years as an investment analyst with a fund manager;
  • Bachelor’s degree in economics, mathematics, engineering or a related field;
  • CFA completed or at least partially complete;
  • Skills with investment analysis instruments;
  • Ability to effectively communicate and influence all levels of management and senior stakeholders.
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