Investment Analyst
AMP Limited | Australia
Join a leading financial services organisation and help drive investment outcomes through research, portfolio analysis, and data-driven insights across wealth, retirement, and investment products.
About the Role
As an Investment Analyst, you will support investment teams by conducting market research, analysing investment performance, assessing funds and managers, and providing insights that support investment decision-making and portfolio strategy.
Key Responsibilities
- Investment Research & Analysis
- Analyse investment funds, ETFs, managed portfolios, and other investment products
- Conduct quantitative and qualitative research on investment managers
- Evaluate market trends, economic conditions, and investment opportunities
- Support portfolio construction and investment strategy development
Performance Monitoring
- Monitor investment performance and risk metrics
- Prepare reports on portfolio returns and performance drivers
- Analyse investment data and provide insights to portfolio managers
- Assist with benchmarking and competitor analysis
ESG & Sustainability Analysis
- Assess ESG risks and opportunities across investment portfolios
- Research sustainable investment funds and managers
- Support responsible investment and sustainability initiatives
- Prepare ESG reporting and compliance documentation
Risk & Compliance Support
- Ensure investment activities comply with regulations and internal policies
- Support governance, oversight, and risk management processes
- Assist with audits, reporting requirements, and compliance reviews
Stakeholder Collaboration
- Work closely with portfolio managers, product teams, risk teams, and technology teams
- Present findings and recommendations to internal stakeholders
- Support investment projects and strategic initiatives
What We’re Looking For
- Bachelor’s degree in Finance, Economics, Commerce, Accounting, Data Science, or a related field
- Strong analytical and quantitative skills
- Advanced Microsoft Excel skills
- Ability to interpret financial and investment data
- Excellent written and verbal communication skills
- CFA studies or qualification is highly regarded
- Experience in investment research, fund research, or portfolio analysis preferred
- Knowledge of ETFs, managed funds, and listed securities
- Experience with Morningstar Direct, Bloomberg, Python, R, or investment analytics tools is an advantage
Pay: From $7,500.00 per month
Benefits:
- Dental insurance
- Employee mentoring program
- Extended annual leave
- Health insurance
- Life insurance
- Professional development assistance
- Vision insurance
Work Location: In person
