In-Demand investment consultant Jobs in sydney, nsw

Investment Consultant
FE fundinfo —Sydney NSW
- Full-time
- Hybrid work
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Quick Apply
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Alpha Alternatives —Sydney NSW
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L.E.K. Consulting —Sydney NSW
- Management
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Project Manager - Strategy & Investment (BESS)
GreenPoint Energy —Sydney NSW
- From $15,800 a month
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- Health insurance
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AECOM —Sydney NSW
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colliers —Sydney NSW
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ERM Group —Sydney NSW
- Full-time
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Ashurst Reach Legal Consultant – Corporate Commercial Funds lawyer - Sydney
Ashurst LLP —Sydney NSW
- Full-time
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6d
Consultant - Planning
URBIS —Sydney NSW
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Deloitte —Sydney NSW
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FIS Global —Sydney NSW
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Learning & Organisational Development Consultant
The GPT Group —Sydney NSW
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3d
Manager - Investment Consulting
Deloitte —Sydney NSW
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NMG Consulting —Sydney NSW
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Junior PR Consultant
VIVA! Communications —Sydney NSW
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Superannuation & Investment Manager
Deloitte —Sydney NSW
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Property Consultant
Global Realty —Sydney NSW
- $60,000 - $150,000 a year
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Quick Apply
3d
Energy and Climate Advisory - Senior Consultant
Deloitte —Sydney NSW
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Senior Consultant | Strategy & Commercial | Infrastructure Advisory
Deloitte —Sydney NSW
- Writing skills
- Communication skills
- Parental leave

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Investment Consultant

FE fundinfo -
Sydney NSW

Quick Apply

Job Details

Full-time
13 days ago

Qualifications

Investment
Financial planning
Research
Finance
Business development
Education
Bachelor's degree
Construction
Communication skills
Time management

Full Job Description

Play a pivotal role in connecting investment strategy, portfolio insights, and client outcomes in a dynamic and growing investment consultancy environment.

This is a highly visible role where you will work at the intersection of portfolio management, research, and client engagement. You will have the opportunity to influence investment decisions, collaborate with experienced professionals, and translate complex market insights into meaningful guidance for clients. With exposure to investment committees, portfolio strategy, and client-facing work, this role offers a strong platform for career growth within a high‑performing and collaborative team.

Your key responsibilities as an Investment Consultant will include:

Preparing for and participating in client and investment committee meetings, supporting discussions with insights and analysis.
Managing and developing relationships with nominated clients, acting as a key point of contact for investment‑related matters.
Producing client materials, including presentations, reports, RFP responses, and portfolio commentary.
Supporting portfolio execution, monitoring performance, and ensuring alignment with mandate compliance and investment strategy.
Conducting research on fund managers and asset classes, maintaining up‑to‑date market knowledge and contributing to manager selection.
Collaborating with internal teams, including sales and portfolio management, to support client solutions and business development activities.

You will need the following experience and skills to join us as an Investment Consultant:

You will have 5–10 years of experience in consulting, investment research, financial planning, or funds management.
You will have a strong interest in financial markets, with knowledge of asset allocation, portfolio construction, and investment structures.
You will demonstrate excellent communication and relationship‑building skills, with confidence engaging clients and stakeholders.
You will be highly organised, with strong time management skills and the ability to manage multiple priorities effectively.
You will hold a finance‑related degree, and you may also have postgraduate or industry qualifications such as CFA, FRM, or CAIA.

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 team that values expertise, initiative, and continuous improvement. The work environment supports flexible working arrangements and encourages open communication, professional development, and knowledge sharing. With a strong focus on teamwork and innovation, you will be empowered to contribute ideas, build relationships, and grow your career in a supportive and forward‑thinking setting.

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.

Quick Apply

Refine Your Search

investment consultant jobs in sydney, nsw

Investment Consultant

Fractional CMO (12-Month Cover)

Consultant / Senior Consultant

Associate Consultant

Project Manager - Strategy & Investment (BESS)

Sustainability and Resilience Consultant

Graduate Geospatial Developer | Property & Economics

Social Performance - Senior Consultant

Ashurst Reach Legal Consultant – Corporate Commercial Funds lawyer - Sydney

Consultant - Planning

M&A Valuations - Consultant / Senior Consultant

Consultant Lead, Professional Services

Learning & Organisational Development Consultant

Manager - Investment Consulting

Consultant

Junior PR Consultant

Superannuation & Investment Manager

Property Consultant

Energy and Climate Advisory - Senior Consultant

Senior Consultant | Strategy & Commercial | Infrastructure Advisory

I want to receive the latest job alert for investment consultant in sydney, nsw

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