Job Description
About the company
A vibrant Investment Advisory Firm have an exciting opportunity for a Junior Analyst to join its growing team in Melbourne. This dynamic organisation is committed to providing superior investment advisory consulting clients, including superannuation funds, charities, insurers, foundations and much more. Be a part of providing asset allocation, manager research and selection, and investment strategy advice.
Benefits:
Immediate Start | 8 week contract (opportunity to extend)
Part-time role 3 days a week
Hybrid Working: WFH 2 Days per week after the first few weeks
Amazing team culture, collaborative and friendly
Stunning office located in Melbourne CBD
About the role
Reporting to the Senior Analyst, the Junior Analyst will provide operational support including collating investment data, processing client data, and investment reports
As part of your daily duties, you will be responsible for:
Collate monthly investment statements portfolio investment data
Process, maintain and reconcile data in excel spreadsheets, and charts/tables for reporting
Prepare monthly and quarterly reports to clients
Assist consultants and team members with administrative
To be successful for the role you will have the following attributes:
Up to 2 years of experience in operations in finance services
Degree in Finance, Business or Super desirable
Exceptional written and verbal skills
How to apply
Click APPLY or email your resume to [email protected]. For a confidential conversation, please call Narule on 0415 137 +53.
A vibrant Investment Advisory Firm have an exciting opportunity for a Junior Analyst to join its growing team in Melbourne. This dynamic organisation is committed to providing superior investment advisory consulting clients, including superannuation funds, charities, insurers, foundations and much more. Be a part of providing asset allocation, manager research and selection, and investment strategy advice.
Benefits:
Immediate Start | 8 week contract (opportunity to extend)
Part-time role 3 days a week
Hybrid Working: WFH 2 Days per week after the first few weeks
Amazing team culture, collaborative and friendly
Stunning office located in Melbourne CBD
About the role
Reporting to the Senior Analyst, the Junior Analyst will provide operational support including collating investment data, processing client data, and investment reports
As part of your daily duties, you will be responsible for:
Collate monthly investment statements portfolio investment data
Process, maintain and reconcile data in excel spreadsheets, and charts/tables for reporting
Prepare monthly and quarterly reports to clients
Assist consultants and team members with administrative
To be successful for the role you will have the following attributes:
Up to 2 years of experience in operations in finance services
Degree in Finance, Business or Super desirable
Exceptional written and verbal skills
How to apply
Click APPLY or email your resume to [email protected]. For a confidential conversation, please call Narule on 0415 137 +53.
💡 Quick Summary
Seeking a career-building opportunity? The Junior Analyst | Immediate Start position is now open for candidates interested in the Bank Jobs sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
