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Investment Analyst (9 AMP Limited)

AMP Limited -
Sydney NSW

Quick Apply

Job Details

Full-time
From $7,500 a month
7 days ago

Benefits

Extended annual leave
Health insurance
Dental insurance
Employee mentoring program
Vision insurance
Professional development assistance
Life insurance

Qualifications

Investment
Microsoft Excel
Research
Bloomberg
Finance
Analysis skills
Bachelor's degree
Business
Communication skills

Full Job Description

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

Quick Apply

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