Job Description
Kick‑start your investment research career in a role where your analysis and insights directly influence fund ratings and investment decisions across multiple asset classes. This is a hybrid role, with an expectation of around four days per week in the office.
This role offers the opportunity to develop deep investment research expertise while working alongside experienced analysts in a respected research team. You will gain hands‑on exposure to fund manager reviews, asset‑class analysis, and research committee processes, building a strong foundation for long‑term growth in the investment industry. With access to real‑world data, opportunities to attend fund manager meetings, and involvement in high‑quality research outputs, this role combines learning, responsibility, and meaningful contribution from day one.
Your key responsibilities as an Associate Investment Analyst will include:
- Maintaining databases and quantitative information to support fund filtering, analysis, and research accuracy.
- Collecting, coordinating, and reviewing information required for fund manager reviews, sector reports, and research activities.
- Participating in fund manager assessment meetings and preparing detailed review notes and supporting documentation.
- Writing high‑quality research reports and assigning investment assessments and recommendations across asset classes.
- Scoring fund manager assessment criteria and presenting investment ratings to the research committee.
- Publishing research reports to clients and incorporating relevant factual feedback from fund managers.
You will need the following experience and skills to join us as an Associate Investment Analyst:
- You will have excellent writing skills with the ability to clearly communicate complex investment information.
- You will demonstrate strong numerical, analytical, and spreadsheet skills, with high attention to detail.
- You will have a genuine interest in financial markets and investments across multiple asset classes (equities preferred).
- You will be confident building relationships and communicating effectively with internal stakeholders and fund managers.
- You will hold a finance degree or equivalent qualification relevant to investment research.
Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients!
You will be part of a collaborative and inclusive research environment that values curiosity, quality, and continuous improvement. Flexible and hybrid working options support balance, while ongoing learning opportunities encourage both personal and professional growth. The team fosters open communication, shared purpose, and a supportive approach to development, enabling you to grow your skills while contributing to high‑impact research.
Benefits
- The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
- A pleasant, ambitious and professional working climate with good opportunities for further development
- A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
- Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
- Eligibility of discretionary bonus
- 4 days study leave per annum
- $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
- A range of wellbeing offerings and discounts on everyday spending
- Flexible work options under our Versatile Work Practices
Apply now and we’ll aim to get back to you with feedback within 5 working days.
